Cafex Live Assist Dynamics 3652017-07-11T02:52:32+00:00

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.

Guided Trial

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.