USE CASES:

Sales
Customer Service

for Customer Service

• Co Browsing Use Cases for Customer Service
  Customer support. A customer requests help finding information or understanding on-site functionality. By co browsing, a customer service agent quickly and accurately solves the customer's problem.
• New customer on-boarding. A new customer has questions about setting up an account or using on-site features and functionality. By co browsing, a customer service agent can give the customer a live tour of the site, driving towards future self-service, while helping the customer get set up and answering questions.
• Customer action assistance. A customer has questions or concerns when filling out complicated forms or applications. By co browsing, a customer service agent assists the customer with the process, ensuring accuracy and preventing frustration.
• Presenter Use Cases for Customer Service
  Product demos. A customer has questions about a product or service. A customer service agent shares his or her screen with the customer to visually present the answer, avoiding misunderstandings and quickly resolving any questions or concerns.
• Remote Support Use Cases for Customer Service
  Instant secure support access. A customer is experiencing technical problems. A technical specialist instantly connects with the customer's computer to troubleshoot the issue.