With the right customer service platform in place, setting up co-browsing doesn’t have to be difficult. Some platforms even include co-browsing natively, integrating it into the solution from the start.
That said, even in platforms that include it natively (like Genesys), there are other considerations to make before leveraging co-browsing functionality. For example, there is likely certain information about a customer that needs to be masked so it’s not visible to your employees. This can be anything from personal private information (PPI) to financial details. Ideally, your co-browsing solution has a way to mask these, and implementing that should be considered part of the setup process.