Glance Cobrowse

Highlights

• Tap in to signals from Agentforce (complexity, interaction value, customer profile) to auto-start Glance when AI hands off to a human agent.
• Launch Glance from any Salesforce object in Service, Sales, Experience, Industry Clouds, or Chat to instantly connect with customers in apps, portals, or websites.
• Cobrowse on websites to highlight, gesture, scroll, and guide across content, PDFs, and domains. Mask or redact sensitive data, fields, elements, or pages.
• Advanced cobrowsing supports secure document sharing, multi-user sessions, seamless screen sharing, and video.
• Cobrowse in mobile apps to highlight, gesture, add video, and mask sensitive fields, elements, or screens.
• Let customers live stream from their mobile camera for real-time context and support.
• Glance meets strict data privacy and security standards, verified by highly-regulated Fortune 500 companies.
• Glance scales reliably during critical times like holiday shopping, open enrollment, and tax season, without loss in quality.
• Use for consultative sales, onboarding, training, support, advisory services, and personalized assistance.

What Glance Cobrowse does

A top five bank in the U.S. assists an estimated 1 in 4 customers in completing various online transactions, such as opening accounts, depositing checks, applying for loans, and more, across multiple domains on both desktops and mobile devices.

A top wealth management company advises over 50 million individuals with financial planning, advice, and educational resources, guiding them during mobile app and website interactions on how to make their goals a reality.

A top health insurance provider with 2.5 million members enables direct employees and third-party approved brokers to guide the shopping experience and enrollment process for individuals new to Medicare.

A leading financial services software provider offers live CPAs on demand from within their tax preparation and bookkeeping software, resulting in a $1B+ product services offering.

A leading restaurant point-of-sale solution provider delivers remote onboarding, training, device troubleshooting, and support, resulting in faster time to value, lower support expenses, and 20% higher CSAT ratings.

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