Form Co-browsing

Let's co-browse!

Introduction

Welcome to the Form Co-browsing feature of Digital Connect Application. This feature is designed to facilitate real-time collaboration and assistance during form submissions, ensuring a seamless and efficient user experience. In this overview, we'll explore the key functionalities and benefits of the Form Co-browsing feature.

Purpose

Digital Connect co-browse is a collaboration tool that can be used during video or chat interactions to enable you to see the screen of the customer that you're interacting with in real-time.

During form co-browsing, you see the customer’s screen and can provide guidance and insights about what the customer is doing or seeing. In many cases, the issue can be resolved more quickly, with a greater level of understanding and satisfaction, by viewing the same content at the same time.

It has a configuration in field masking to block sensitive information and action. At the end of the form co-browsing, the customer can sign digitally and submit the form successfully

Key Features

• Real-Time Co-browsing

• Secure Data Handling

• Form Highlighting and Annotation

• Control the Form Remotely

• Multi-Device Support

• Field Redaction

• Prefilling OCR Extracted from the KYC Documents

Benefits

• Enhanced User Experience. Provide real-time assistance, reducing user frustration and form abandonment rates.

• Data Security. Safeguard user data and build trust by ensuring secure communication during co-browsing sessions.

• Efficient Support. Streamline support processes by guiding users through forms in real-time, resolving issues promptly.

Getting Started

To utilize the Form Co-browsing Feature effectively in Digital Connect, follow these steps:

1. Access Co-browsing: Log in to your account, connect with your customer and navigate to the Co-browsing forms from the left menu of the application.

2. Select a Form: Begin by selecting a co-browse form to be filled out by your customer.

3. Click Request: Upon request it shows your customer the form to fill up.

4. Initiate Co-browsing: Start a co-browsing session with a customer who requires assistance in completing a form.

5. Guide and Assist: Use the co-browsing tools to highlight form fields, annotate instructions, and provide real-time guidance by requesting to control remotely.

6. End Session: Conclude the co-browsing session once the customer has successfully completed the form or resolved their issue.

Conclusion

The Form Co-browsing Feature in Digital Connect empowers you to provide real-time assistance and support to users during form submissions. Whether you're in customer support, sales, or any other field, our feature enhances the user experience and ensures efficient assistance.

For detailed instructions and support, please contact our customer support team. Thank you for choosing Digital Connect Application for your co-browsing needs!

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