Assist customers live from anywhere
Text chat with website visitors and mobile app users
See what they see, co-browse and share documents
Maintain a unified view in Dynamics 365 USD and web clients
Provide customers with more immediate and personalized support within your company’s mobile applications and web pages. Live Assist helps Dynamics 365 agents resolve issues more quickly to increase customer satisfaction through an immersive chat and co-browse experience.
Resolve issues in real time
Proactive chat is now only a click away
Transitions are seamless between chat and co-browse
Remote support is as effective as in-person experiences
With Live Assist, contextual customer information is provided prior to chat interactions, giving agents a holistic preview of visitors’ history, preferences and purchases. Award-winning co-browse technology allows agents to see and remotely operate customers’ mobile apps and web pages, draw annotations, push files and fill out forms for faster and more effective support.
Secure and compliant visual engagement
PCI compliant secure form protects customer data
Sensitive customer data can be masked while co-browsing
Document sharing is secure
With Live Assist, personally identifiable information, such as credit card numbers, can be collected and stored independently using a PCI secure form. During co-browse sessions, any sensitive fields within the customer’s mobile app or web page can be masked. Agents can also push files securely to ensure compliance with corporate privacy policies.
Let us help you with a free trial of Live Assist. We will help install Live Assist, integrate it with Dynamics 365/CRM and provide training. Fill out the form to the right to get started.