Glance

Glance is for customer service, sales, and support teams that need to guide people through websites and mobile experiences in real time. Agents can join a customer’s browser session to see the same company webpage, point out page elements, and help with navigation or approved form fields, with the customer’s permission. Customers can join without downloading software. When a webpage view isn’t enough, agents can switch to screen sharing, add live video, invite other participants, or share documents. These tools support tasks such as explaining a service, completing an online form, reviewing paperwork, or troubleshooting a digital experience. Glance can also connect with Salesforce, allowing agents to start or join sessions from customer records and save session details there. It is designed for organizations that want to provide live, visual assistance within their existing digital support workflows.

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