Often the customer experience goes beyond simple conversations—it’s about solving problems together, in real time. Secure co-browsing has emerged as a game-changing tool that enables visual customer communication that enhances the online customer experience without compromising privacy or compliance. Unlike screen sharing, secure co-browsing is limited to a single tab. This focused, visual customer communication that enhances the online customer experience helps resolve issues faster – without exposing the customer’s desktop or personal data.
How Secure Co-browsing Helps Protect Customer Privacy
When you’re guiding a customer through a process – whether it’s filling out a form, completing a transaction, or troubleshooting – customer privacy, security and trust are key. Surfly’s web sharing technology enables smooth online customer assistance collaboration while keeping sensitive information protected. Here’s how:
- Only what’s needed is shared. The session is restricted to one browser tab, not the entire screen.
- No data is stored. Everything stays on the user’s device.
- Sensitive fields are masked. Credit card details or personal information are hidden from view.
- Data is encrypted in transit. TLS 1.3 encryption – the same level used by major financial institutions – is standard.
A Closer Look at the Technology
Surfly’s co-browse API is designed for secure, real-time online customer assistance without adding complexity. Developers can easily integrate co-browsing into existing platforms and workflows, making it simple to embed co-browse integration within your digital tools.
Along with the API, Surfly offers:
- Full audit logs
- Role-based access controls
- The ability to block or allow specific sites during a session
This makes it easier for businesses to protect customer privacy and stay compliant with regulations like GDPR, HIPAA, ISO/IEC 27001, SOC 2, and PCI DSS.
Flexible Setup for Different Environments
Every organisation has different needs. Surfly supports deployment in:
- Public cloud
- Private cloud
- On-premises environments
This flexibility means you can adopt secure co-browsing in a way that aligns with your company’s infrastructure and internal security policies.
Customer Privacy and Control for Everyone
With Surfly, both agents and customers maintain clear boundaries and control:
- Customers always remain the owner of their browser tab.
- Sessions happen in a secure sandboxed environment, isolated from other browser activity.
This ensures a safer, smoother online customer assistance experience while delivering the kind of visual customer communication today’s users expect.
Customer Story: Enhancing Secure Customer Engagement in Financial Services
A major Australian financial services firm needed a more secure, user-friendly way to support high-value clients online. Their previous application was hard to use and didn’t meet security expectations. By switching to Surfly’s secure co-browsing, they enabled real-time guidance with better privacy, easier access, and a much-improved customer experience.
Whether you’re in finance, healthcare, legal, or any other field where privacy matters, secure co-browsing is a smart way to assist customers while protecting their data. Surfly’s web sharing technology, built around privacy and ease of use, helps teams deliver better support without compromising on security.
If you’re looking to build or improve your co-browse integration, Surfly’s co-browse API offers a straightforward, secure path forward.
Want to see how it works for yourself?