Resolve Cases Before a Frustrated Customer Walks Away
See exactly where a stressed customer is stuck and resolve it in the same conversation instead of a slow back-and-forth that turns frustration into a complaint or a chargeback. Guide them from inside their own browser, live.
No downloads. No screen-share links. Just resolved cases, not escalations.
Powering leading customer service teams across the globe
Where financial stress meets slow support
Customers already under financial pressure don’t have patience for a slow troubleshooting process — and when they snap, it’s a complaint, a chargeback, or a churned account.
Every extra minute raises the temperature
A customer already stressed about debt doesn’t stay calm through a slow "let me check" — they escalate fast.
Slow resolution becomes a formal complaint
What starts as a support ticket turns into a regulatory complaint or a chargeback dispute when it drags on too long.
Frustrated customers don’t come back
A financially stressed customer who has a bad support experience doesn’t give you a second chance — they churn, and they tell others.
How UserView Compares
A side-by-side on what actually matters: platform coverage, security, and uptime — not marketing claims, just what's public.
| Capability | UserView | cobrowse.io | Surfly | Fullview |
|---|---|---|---|---|
| Cross-platform support | ✓web, iOS, Android | ✓ | — | — |
| Instant, browser-based sessions | ✓ | ✓ | ✓ | ✓ |
| No downloads required | ✓ | ✓ | ✓ | ✓ |
| API integration | ✓ | ✓ | ~ | — |
| Automatic data masking | ✓ | ✓ | — | ✓ |
| Enterprise security | ✓SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA | ~ | — | ✓ |
| Automatically recorded sessions | ✓ | — | — | ✓ |
| Reliable service | ✓99.998% uptime | — | — | — |
| Transparent pricing | ✓ | ✓ | — | ✕ |
Your customers are waiting…
Every extra minute of slow troubleshooting is a customer closer to a complaint, a chargeback, or churn. Book a demo and see how fast resolution can happen.
How it works
No downloads, no scheduling — agents join the customer's browser tab in one click.
Agent starts a session
One click from your existing support tool — no meeting link, no download for the customer.
See exactly what’s blocking them
Your agent sees precisely what the customer sees — no "can you describe your screen" back-and-forth to escalate the frustration.
Resolve it, live, in one conversation
Guide, annotate, or fill in fields directly — turning a slow multi-call issue into a single resolved session.
Enterprise-grade security. Built for customer trust.
UserView gives your support team full browser visibility without exposing sensitive customer data. Every session is encrypted, tightly controlled, and built to meet global compliance standards.
See what matters. Protect what doesn't.
End-to-end encryption
Securely encrypted to protect your customers sensitive information.
Configurable data masking
Decide which data stays hidden with flexible masking options for fields like payment details or account info.
Optional data storage
Session content is only stored if you explicitly enable screenshots or recordings.
Globally compliant
HIPAA Compliant, ISO 27001 Certified, SOC 2 Type II Certified, GDPR Compliant.
FAQs
Does this replace our case management system?
No — UserView plugs into the support tools you already use (Zendesk, Intercom, Salesforce, Freshchat). Agents launch a session from the case they're already working, on top of your existing case management system.
Does this help with complaint or chargeback documentation?
Optionally, yes. Session recording is available if you choose to enable it, giving you a clear record of exactly what the agent and customer saw — useful if a dispute or chargeback claim needs review later.
Do you have an API?
Yes. Beyond the out-of-the-box integrations, our API lets you start and manage cobrowsing sessions programmatically and pull session data into your own case management or servicing platform, so it fits however your stack is set up.
Can our agents see anything beyond the customer’s case?
No. Sessions are limited to the active browser tab — no full desktop access, no other open tabs, no background access to anything else on the customer's device.
Is this safe for handling sensitive financial data?
Yes. Sensitive fields — including SSNs and bank account details — are masked automatically and that data never reaches our servers. UserView is SOC 2 Type II and GDPR compliant.
Does this work on mobile, not just desktop?
Yes — native iOS and Android SDKs with the same masking and session controls as the web version.
How long does setup take?
Minutes for the web integration. Mobile SDK integration depends on your release cycle, typically one sprint. See the full implementation guide for the details.
Your customers are waiting…
Every extra minute of slow troubleshooting is a customer closer to a complaint, a chargeback, or churn. Book a demo and see how fast resolution can happen.