Co-browsing in Zoho SalesIQ allows a support or sales operator to see the visitor’s browser window and, with the visitor’s permission, take control of it to guide them through a process, fill in a form, or demonstrate a feature. Unlike screen share, co-browsing only shows the browser tab, not the visitor’s entire desktop.<\/p>\n
Co-browsing is particularly effective for complex onboarding (walking a new user through setup steps), form completion assistance (helping customers fill in loan or insurance applications), technical troubleshooting (seeing exactly what error the visitor encounters), and product demonstrations for complex software.<\/p>\n
Co-browsing requires explicit visitor consent before the operator can view their screen. Zoho SalesIQ includes a consent request flow. Sensitive form fields (passwords, credit card numbers) are automatically masked from the operator’s view to protect visitor privacy during co-browsing sessions.<\/p>\n
Zoho SalesIQ’s co-browsing masks sensitive input fields such as passwords and payment card numbers by default, so the agent sees a masked placeholder rather than the actual values. Operators can configure which additional fields should be masked to comply with data privacy requirements.<\/p>\n<\/div>\n
No. Co-browsing in SalesIQ works through the browser without requiring the visitor to install any extension or plugin. The visitor clicks a co-browse request in the chat window and grants permission. The session starts immediately in the agent’s dashboard view.<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"
A feature in Zoho SalesIQ that allows an operator to view and interact with a visitor’s browser screen in real time to assist with navigation or form completion.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Co-browsing | Zoho Glossary | Aaxonix","seo_description":"A feature in Zoho SalesIQ that allows an operator to view and interact with a visitor's browser screen in real time to assist with navigation or form compl","seo_keyword":"co-browsing zoho salesiq","seo_faqs":"[{\"q\": \"Is co-browsing in Zoho SalesIQ secure? Can agents see sensitive fields?\", \"a\": \"Zoho SalesIQ's co-browsing masks sensitive input fields such as passwords and payment card numbers by default, so the agent sees a masked placeholder rather than the actual values. Operators can configure which additional fields should be masked to comply with data privacy requirements.\"}, {\"q\": \"Does co-browsing in Zoho SalesIQ require the visitor to install a plugin?\", \"a\": \"No. Co-browsing in SalesIQ works through the browser without requiring the visitor to install any extension or plugin. The visitor clicks a co-browse request in the chat window and grants permission. The session starts immediately in the agent's dashboard view.\"}]","term_type":"","glossary_related":"","glossary_links":""},"glossary_category":[1255],"class_list":["post-5025","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-salesiq"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/5025","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=5025"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=5025"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}