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What is Surfly?

Create engaging and fully compliant digital interactions on your platform without the need for code modifications or extra software installations. Surfly enables numerous AXA agents to speed up their sales by digitally mimicking the in-person selling process within their platform. Agents and customers can work together remotely to choose policies, electronically sign documents, and seamlessly start their first payments. Surfly Co-browsing is not only faster and more secure but also easier to use compared to conventional screen sharing tools like Zoom, Google Meet, or Microsoft Teams. It promotes effective, secure, and compliant two-way collaboration that surpasses what screen sharing can provide. Rather than managing multiple external applications like Zoom and DocuSign, everything can be handled within a single Surfly Session. You are able to upload, review, annotate, and electronically sign any document directly from your website or portal without any interruptions. Moreover, Surfly’s flexible solution functions smoothly without the need for integrations, acting as a virtual layer over your existing platforms to enhance user experience for everyone involved. This all-encompassing method streamlines the sales process and fosters a more unified interaction between agents and customers, ultimately leading to increased satisfaction and efficiency. By harnessing this innovative technology, businesses can ensure a more effective sales strategy that caters to the needs of both agents and clients.

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.

Media

Media

Integrations Supported

AWS Marketplace
Accenture Cloud Trade Promotion Management
Amazon Connect
Capgemini Intelligent Automation Platform
Cognizant
Intercom
JavaScript
NICE CXone Mpower
Salesforce
Zendesk

Integrations Supported

AWS Marketplace
Accenture Cloud Trade Promotion Management
Amazon Connect
Capgemini Intelligent Automation Platform
Cognizant
Intercom
JavaScript
NICE CXone Mpower
Salesforce
Zendesk

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

Surfly

Company Location

Netherlands

Company Website

www.surfly.com

Company Facts

Organization Name

Pega

Date Founded

1983

Company Location

United States

Company Website

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

Categories and Features

Remote Desktop

Chat
Cross-Platform Access
File Transfer
Group View
Mobile Device Access
Multi Monitor Support
Record Remote Sessions
Remote Print
Remote Wake
User Management

Remote Support

Diagnostic Tools
File Transfer
Live Chat
Real-time Chat
Remote Control
Screen Sharing
Session Recording
Session Transfer
Surveys & Feedback

Categories and Features

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