Screen share in Zoho SalesIQ allows an operator to see the visitor’s entire screen (not just the browser tab) during a live chat, after the visitor grants permission. Unlike co-browsing which is limited to the browser, screen share shows the operator the visitor’s full desktop, useful for troubleshooting desktop applications or walking through complex processes.
Co-browsing is browser-only, more privacy-preserving, and requires no plugin installation. Screen share shows the full desktop and may require a browser extension or plugin. Use co-browsing for web-based product demos and form assistance; use screen share only when the full desktop context is necessary for troubleshooting.
Always obtain explicit visitor consent before starting a screen share session. Remind visitors that you can see their entire screen and advise them to close sensitive windows before beginning. Log all screen share sessions and maintain clear data handling policies for what operators may view.
No. Zoho SalesIQ’s Screen Share feature is browser-based and uses WebRTC. The visitor clicks the screen share request in the chat window, and the browser prompts them to select a tab, window, or entire screen to share. No plugin or app download is required. The agent sees the shared screen in their SalesIQ dashboard.
Screen Share lets the visitor broadcast their screen to the agent as a view-only stream. Co-browsing lets both the visitor and agent interact with the same website page simultaneously, with the agent able to highlight, click, and scroll within the browser tab. Co-browsing is more interactive and scoped to the website; Screen Share covers the full screen or any application.
No. Zoho SalesIQ’s Screen Share feature is browser-based and uses WebRTC. The visitor clicks the screen share request in the chat window, and the browser prompts them to select a tab, window, or entire screen to share. No plugin or app download is required. The agent sees the shared screen in their SalesIQ dashboard.
Screen Share lets the visitor broadcast their screen to the agent as a view-only stream. Co-browsing lets both the visitor and agent interact with the same website page simultaneously, with the agent able to highlight, click, and scroll within the browser tab. Co-browsing is more interactive and scoped to the website; Screen Share covers the full screen or any application.
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