Home Glossary Zoho SalesIQ Screen Share (SalesIQ)
Zoho SalesIQ

Screen Share (SalesIQ)

A feature in Zoho SalesIQ that allows an operator to view a visitor's full screen during a chat session, with the visitor's consent, to assist with troubleshooting or demonstration.

What Is Screen Share in Zoho SalesIQ?

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.

Screen Share vs Co-browsing

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.

Consent and Privacy

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.

Does Screen Share in Zoho SalesIQ require the visitor to install software?

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.

What is the difference between Screen Share and Co-browsing in Zoho SalesIQ?

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.

Does Screen Share in Zoho SalesIQ require the visitor to install software?

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.

What is the difference between Screen Share and Co-browsing in Zoho SalesIQ?

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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