4 steps to keep your interactions safe and compliant
Visual customer communication is essential for delivering exceptional support and seamless online experiences. However, with 97% of consumers prioritising data privacy, businesses must ensure their web sharing technology is not only effective but also secure—ensuring customer trust is more critical than ever. Businesses across all industries must prioritise compliance and security to win and retain customers.
Surfly’s secure co-browsing technology provides a secure, seamless, and controlled experience that empowers businesses to maintain trust while delivering exceptional service.
Let’s look at the Surfly co-browsing approach to safety and compliance in the following four steps.
Step 1: Leverage Your Domain Authority
With Surfly, trust is never compromised. Your customers already trust your website – why send them elsewhere? Surfly co-browsing sessions take place directly through your site, eliminating the need for third-party platforms or unfamiliar links. Whether co-browsing, video chatting, or sharing information, customers join sessions through a trusted entry point – your website. This seamless experience not only strengthens trust but also protects them from phishing or scams. Keep interactions secure, familiar, and effortless with Surfly’s secure co-browsing integration.
Step 2: Restrict and Redact Content
With Surfly, you have complete control over what is shared – and what stays private. Whether it’s blocking entire websites or redacting sensitive information on a single page, Surfly’s powerful masking tools ensure that only the right content reaches the right people. Without modifying the original site or app, you can hide payment details, medical records, or any other sensitive data before it ever leaves the browser.
But Surfly’s co-browse API doesn’t just cover things up – it ensures redacted content never travels across the web, eliminating any risk of exposure. Even interactive elements, like a “Pay Now” button, can be restricted so that only the right user can take action. This level of control keeps your data secure while maintaining a seamless, trustworthy experience for your customers.
Step 3: Audit and Record Interactions
Surfly gives you full control over what is shared, recorded, and stored during a co-browsing session. While masking ensures sensitive data remains private, many interactions still need to be captured for a seamless customer experience. Participants may browse multiple sites, transfer control, enable their camera, or invite others—making it essential to have a reliable way to track key actions.
With Surfly’s highly customisable event logging and audit tools, you decide exactly what to record and what to discard. Whether you need a full session log or minimal data capture, Sufly’s flexible approach ensures you collect only what matters. Session logs are securely stored in a simple JSON format, giving you control over where the data goes, who can access it, and how it is managed.With Surfly, transparency and security go hand in hand, empowering you to keep records without compromising trust.
Step 4: Maintain Data Confidentiality with Secure Co-Browsing
With Surfly’s co-browse integration, your data stays where it belongs – under your control. Every session is securely encrypted with the same robust standards used by banks, ensuring safe data transmission across the web. But beyond security, ownership matters. Since Surfly sessions happen on your website, you are the sole owner of the data. We retain only non-sensitive metadata, like session counts and durations, which you can access anytime through our cobrowse API.
When it comes to session data – what happens during co-browsing – we don’t store, access, or even see it. Any event logs you choose to record are sent directly to your designated location, and we never keep a copy. From start to finish, you decide what to collect, where to store it, and who can access it. With Surfly, you get complete transparency, full control, and uncompromised confidentiality.
Web Sharing Technology that is Secure, Seamless, and Fully in Your Control
With Surfly’s secure co-browsing, you can deliver a fully collaborative online experience without ever compromising security or trust. Every interaction happens directly on your website, eliminating the risks of third-party policies and practices. Surfly’s web sharing technology encrypts every detail of the session, but you remain in control – you decide what is shared, what is collected, and whether to store any data at all.
From start to finish, you own the session data, ensuring compliance with your security policies while maintaining the trust of your customers. With Surfly, your visual customer communication experience gets the best of both worlds: seamless, engaging customer interactions with the confidence that every session is secure, private, and fully under your control.