Embed cobrowsing screens or buttons directly in Sales Cloud and Service Cloud. Enable agents to visually guide customers through complex processes without leaving Salesforce.
It's simple to get started! Follow these three easy steps to begin screen sharing with your customers directly from Salesforce.
Access the UserView widget directly within your Salesforce Service Cloud
Widget appears automatically in active Salesforce cases
No need to leave your current workflow
Simply click the button to initiate screen sharing with your customer
One-click activation for instant screen access
Customer receives a simple permission request
Start guiding your customer through their screen in real-time
Take control or provide guided assistance
Use annotation tools to highlight important areas
Launch a UserView cobrowse in one click from any Salesforce case to guide customers live.
Take control of the customer's screen or provide guided assistance with annotations.
Works directly within Salesforce with no additional software or downloads required.
Connect UserView with Salesforce in just a few clicks and start providing better customer support today.
Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.