Co-browsing for Salesforce by Unblu
By Unblu Inc.Agent Productivity
- Rating
- Not rated yet
- Reviews
- No reviews yet
- Pricing
- Paid
- From $55 per user per month
- Listed since
- 2023
About Co-browsing for Salesforce by Unblu
Secured, side-by-side assistance for your customers
The integration builds upon customer journeys that have been initiated within a Salesforce chat or phone call. With the Unblu app, the agent has the option to escalate the interaction to a Co-Browsing session accompanied by video or voice support if necessary, without leaving the current platform.
WHAT CAN BE CO-BROWSED?
- Public website or secure customer portal
Helping customers to find the right product, guiding them through performing transactions online, or as simple as helping them to reset a password or update an address.
- Mobile application, iOS or Android
All the benefits of co-browsing in a mobile environment for the most convenient experience on the go.
- Documents such as PDF forms, agreements
View the same document together, highlighting or editing sections simultaneously.
- Third-party websites
Co-Browse external websites to carry out joint research, featuring highlighting and other collaboration tools.
WHICH DATA IS SYNCHRONIZED INTO SALESFORCE? All data pertaining to the co-browsing session or voice/video call - such as timestamps, participants, URL of pages navigated, customer rating (if needed), and links to recordings (if needed).
Highlights
- Boost agent productivity and customer satisfaction by augmenting Salesforce chat and phone call with co-browsing - provide your agents with important visual context to guide your customers on your website, mobile app, or documents. No downloads required.
- Seamless integration ensuring your agent's 360 degree view of the customers - launch a co-browsing or voice/video call on the relevant Salesforce pages and synchronize all interactions and recordings (if needed) into Salesforce for future reference.
- We have the experience - 100% focus on financial services with 170+ implementation in financial institutions. Highly secured - Financial service-grade security and data protection; ISO 27001 and SOC2 Type2 certified.
Screenshots
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Pricing
Paid, from $55 per user per month.
| Plan | Price | Billed |
|---|---|---|
| Default Plan | $55 per user | Monthly |
Pricing depends on the features and the deployment method. Please contact our sales department for a detailed quotation.
Compatibility
- Works with
- Financial Services Cloud
- Requires
- Financial Services Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on August 9, 2023
- Industries
- Financial Services
- Languages
- Arabic
- Dutch
- English
- French
- German
- Italian
- Portuguese
- Chinese (China)
- Spanish
- Chinese (Taiwan)
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