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What is Pega Co-Browse?

No downloads, installations, or plugins are required; just insert a line of Javascript into your website, and your customers can effortlessly share their browsing experience with a single click. Pega Co-Browse simplifies the process of highlighting and guiding customers to the necessary information, creating a fluid interaction. You have the ability to seek the customer’s permission to take control of their screen for assistance, or you can make use of highlighting tools and visual cues, like arrows, to guide them effectively. Additionally, Pega Co-Browse allows you to identify and obscure sensitive data through HTML elements or form fields, ensuring that all hidden information stays on the customer's browser and remains unseen by the representative. This solution provides a code-free method for hiding or obscuring text fields and images, giving businesses the power to manage what information agents can access. Furthermore, Pega Co-Browse can seamlessly integrate with Pega Chat or any other chat application, greatly enhancing the customer service process. You also have the flexibility to embed chat features directly into your Pega Customer Service application, boosting operational efficiency and improving the overall user experience. By utilizing these tools, businesses can foster more secure and productive interactions with their clients.

What is Pega CRM?

Boost engagement and optimize automation at every stage of the customer journey. Shift away from traditional CRM platforms and embrace a holistic, journey-centric customer engagement solution. Whether you're looking to replace your current system or enhance your existing framework, Pega is ready to support you. The performance of your agents plays a vital role in your overall success, so it's important to keep your team connected, efficient, and productive, regardless of their location. Customers want to feel appreciated and cared for; provide them with proactive, personalized, and seamless experiences across all platforms. In the current competitive environment, having all-encompassing capabilities is crucial. Cut costs and enhance the effectiveness of your channels through smart automation and streamlined case management. Enable the integration and automation of tasks between teams and systems to speed up the handling of customer queries. Pega's AI-driven case management adjusts to diverse customer service demands, while predefined microjourneys based on industry best practices act as rapid deployment templates. This approach empowers you to initiate projects swiftly and effectively, ensuring your organization remains agile and responsive to evolving customer needs. By leveraging these tools, you can elevate your customer engagement strategy and drive meaningful outcomes.

Media

Media

Integrations Supported

Capgemini Intelligent Automation Platform
ABBYY Mobile Capture
Accenture Cloud Trade Promotion Management
ClearProcess
CognitiveScale Cortex AI
Cognizant
Diabolocom
Documaster
Google Cloud Anti Money Laundering AI
HintEd
LinkedIn Sales Navigator
OneSpan Identity Verification
Perfect Doc Studio
Quavo
Sales Robots
Syntasa

Integrations Supported

Capgemini Intelligent Automation Platform
ABBYY Mobile Capture
Accenture Cloud Trade Promotion Management
ClearProcess
CognitiveScale Cortex AI
Cognizant
Diabolocom
Documaster
Google Cloud Anti Money Laundering AI
HintEd
LinkedIn Sales Navigator
OneSpan Identity Verification
Perfect Doc Studio
Quavo
Sales Robots
Syntasa

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Pega

Date Founded

1983

Company Location

United States

Company Website

www.pega.com/products/customer-service/cobrowse

Company Facts

Organization Name

Pegasystems

Date Founded

1983

Company Location

United States

Company Website

www.pega.com/es/products/crm-applications

Categories and Features

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Healthcare CRM

Audience Targeting
Campaign Management
Marketing Automation
Medical History Records
Patient Communications
Patient Management
Physician Management
Predictive Analytics

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