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    A Beginner’s Guide to Co-Browsing

    Anna Shevtsova
    By Anna Shevtsova
    Updated: 04/09/25

    4 min read

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    Improving customer journey is one of the best ways to increase business revenue. For example, implementing omnichannel support can increase revenue by almost 10%. Mapping out customer journey can increase revenue from referrals by 350%. Chasing more revenue and more customers, 45.9% of businesses say they now prioritize improving customer service over any other business task.

    One of the most innovative ways to elevate customer service level and business revenue is co-browsing. A support technique that allows businesses to increase revenue by 7.2%. 

    In this article, we'll cover:

    • What Is Co-Browsing?
      • How Does It Work?
      • Co-Browsing vs. Screen Sharing — What Is the Difference? 
    • Benefits of Co-Browsing
      • Improved Resolution Rate
      • Create Loyal Customers
      • Allows Visual Communication and Better Explanation
    • Types of Co-Browsing
      • Embedded
      • Universal
      • Document
      • Mobile

    What Is Co-Browsing?

    Co-browsing, or collaborative browsing, is the process of simultaneous and real-time web page browsing by a customer support consultant and a customer. A support agent is remotely connected to a customer’s web browser with the help of a unique pin-code and can either help the customer navigate the web page or application or perform certain actions. 

    How Does It Work?

    Co-browsing is enabled by WebRTC (Web Real Time) technology. It allows users and customer support representatives to connect without additional downloads and installations. This technology allows a browser-to-browser connection where both of the peers have the ability to collaborate on a webpage or a document while working on the same screen. 

    Safe and seamless co-navigation of the website or document can help a customer fill out forms, overlay documents, and resolve technical issues without having to waste a lot of time. 

    Co-Browsing vs. Screen Sharing — What Is the Difference? 

    While co-browsing might sound similar to screen sharing, these processes have a lot of differences. 

    🤝 Co-browsing📺 Screen sharing
    Allows both parties to simultaneously browse and perform actions on the webpage.Allows only one party to have control over the user’s screen and mouse cursor. Usually a customer support consultant navigates the user’s actions by voice.
    Doesn’t require additional installations if WebRTC technology is used.Requires additional software like TeamViewer or Zapier.
    Fully web browser-based.Gives the controller full access to the entire device.
    Can be performed on any device.Is mostly for PCs and laptops.
    Allows data masking and protection of customers’ sensitive information.Doesn’t allow data masking.
    Very secure.Not secure.

    Businesses using co-browsing report a 5.1% increase in customer satisfaction rate and 2.4% decrease in support costs. 

    Benefits of Co-Browsing

    Improved Resolution Rate

    Leaving a customer ticket unresolved will result in low satisfaction. RetailDive reports 73% of customers abandoning a brand after 3 of fewer bad experiences. The same report shows only 44% of customers complaining to a business and giving it another chance after improvements. 

    A half of a customer base could leave without explaining the reason, giving a business no chance to improve. 

    Co-browsing allows customer support representatives to take reins of the resolution process, while explaining and guiding a customer through at times, difficult process of resolution. This improves the resolution rate and prompts better support-customer communication. 

    Create Loyal Customers

    Providing great customer service and resolving customers’ issues fast using co-browsing will not only increase customer loyalty, but ensure a higher revenue — 86% of customers will pay more if a business provides a better service. 

    Repeat customers are 67% more likely to spend more with a brand they trust and know. Bringing in innovative support techniques like co-browsing could increase loyalty, retention and revenue rates. 

    Allows Visual Communication and Better Explanation

    People process visual information 60 thousand times faster than a written one. Giving customers the possibility to watch and at the same time participate in the resolution process provides them with experience and knowledge on the spot. Co-browsing: 

    1. Resolves the issue
    2. Gives a customer knowledge on how to resolve the roadblock, should it come up again. 

    Win-win!

    Types of Co-Browsing

    Embedded

    Embedded co-browsing allows a customer to share a specific tab with a support consultant. No need to download any additional software, the process is totally secure and gives a support representative the possibility to only see the information they need for the resolution in a specific tab. 

    Universal

    Universal co-browsing lets a customer and a support consultant browse the entire Internet without any limitations, using a customer’s browser. This function is enabled by a JavaScript snippet. 

    It is perfect for more complicated products that might require additional searches and extensive explanation. 

    Document

    A very specific type of co-browsing, allowing a user and a customer service consultant to collaborate on a PDF document. A customer support agent can highlight, point or otherwise help a customer manage the information in the document. 

    Mobile

    994 million people around the world use Samsung phones. 900 million people use iPhones. 75% of all internet use now comes from mobile devices. Co-browsing for iOS and Android can be implemented within any application, so that a support agent can join in and help a customer any minute.

    Co-browsing not only ensures a higher resolution rate, but a 10% increase in a customer support team utilization rate. The teams work more efficiently and customers get a better service every time. 

    ❤︎ Like it? — Share: Share on LinkedIn or Share on Facebook

    Anna Shevtsova
    By Anna Shevtsova.

    Anna started out in financial markets, diving into daily research on bonds and stocks. A passionate reader with a love for historical literature and international cuisine, she’s now all about mastering customer communication. She writes in-depth about customer support, backed by extensive research, and has become an expert on the topic.

    Posted on April 29, 2021April 9, 2025

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    Written by Anna Shevtsova

    Anna started out in financial markets, diving into daily research on bonds and stocks. A passionate reader with a love for historical literature and international cuisine, she’s now all about mastering customer communication. She writes in-depth about customer support, backed by extensive research, and has become an expert on the topic.

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    Excellence in Customer

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