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Ranking · Live Chat & Messaging Support Tools

Best Live Chat Platforms with Co Browsing and Screen Share

8 products scored on six criteria. Agent IQ leads at 8.9 and the field is tight, with 0.2 points between first and last, so read the catches before you pick. Every product opens to the evidence behind its number.

8 products scored6 criteria85 sources citedUpdated Jul 12, 2026
Jump to the ranking How the scores work
1 Agent IQagentiq.com

Agent IQ drove a 3.9x lift in funded applications

Read the reviewVisit ↗
2 Cobrowsecobrowse.io

Cobrowse spans web to desktop, small teams pay a premium

Read the reviewVisit ↗
3 ChatBeaconchatbeacon.io

No-download co-browsing, but it's a $25/agent add-on

Read the reviewVisit ↗
8Products
8.7 to 8.9Score spread
0Free plan or tier
01

The ranking

Order follows the score. Six little boxes show each product's criterion scores: green or red is above or below the category average, grey means too few products share that criterion to compare. The full review sits right under each one.

Nothing matches that filter here. Tap All to see every product.

1

Agent IQ

agentiq.com · Agent IQ Co-Browsing · scored Dec 2025

Agent IQ drove a 3.9x lift in funded applications

Best forBanks and credit unions focused on relationship banking models.

Quote only quote-based pricingSOC 2banking
Top score
Visit Agent IQ ↗ See the evidence

AI-augmented co-browsing platform letting bank staff guide customers without any download.

Standout factInstitutions using Agent IQ report a 3.9x increase in funded applications through chat.agentiq.com
Biggest catchPricing is not public and requires a custom quote for every institution.softwarefinder.com
3.9xFunded application liftagentiq.com
70%Call volume reductionagentiq.com

By the numbers

3.9xlift in funded applications
70%drop in overnight call volume
0downloads required

Source: agentiq.com

Compliance

✓ SOC 2 Type II✓ Single-tenant architecture

Source: agentiq.com

Upside

  • No downloads for account holders
  • SOC 2 Type II certified
  • 3.9x lift in funded applications

Catch

  • Pricing hidden behind custom quote
  • Learning curve during rollout
  • Needs approval for every session
Pick it ifBanks and credit unions focused on relationship banking models.
Skip it ifRetail, e-commerce, or non-financial industries.
PricingContact for pricing, no published tiers

Editor's takeAgent IQ lets bank staff co-browse with customers directly from chat or video. Institutions report a 70% drop in overnight call volume and a 3.9x increase in funded applications. It backs that with SOC 2 Type II certification and single-tenant architecture, though pricing stays behind a custom quote.

Does Agent IQ require customers to download software?

No. Co-browsing sessions work directly in the browser with no downloads or setup required for the account holder.

What ROI does Agent IQ report?

Institutions using the platform report a 70% reduction in overnight call center volume and a 3.9x increase in funded applications when customers engage through chat.

The evidence: 6 criteria, 2 penalties (−0.07 points)
8.9
Product Capability & DepthLooked for: We evaluate the richness of collaboration tools like annotation, remote control, and seamless channel switching specifically for banking workflows.Agent IQ offers robust co-browsing with annotation tools, mouse movement visualization, and a '2nd level' capability for remote form filling, all integrated directly into chat and video workflows.agentiq.comagentiq.comagentiq.com
9.3
Market Credibility & Trust SignalsLooked for: We look for adoption by major financial institutions, strategic partnerships with core banking platforms, and documented success stories.The platform is trusted by major institutions like BMO and First American Bank and holds strategic partnerships with leading digital banking providers like Q2 and Narmi.agentiq.comagentiq.comagentiq.com
9.0
Usability & Customer ExperienceLooked for: We assess the friction involved in starting a session, such as download requirements, and the intuitiveness of the interface for end-users.The solution prioritizes a frictionless experience with no downloads required for account holders and a single-click approval process for security.agentiq.comagentiq.comagentiq.com
8.5
Value, Pricing & TransparencyLooked for: We evaluate public pricing availability, contract terms, and documented return on investment (ROI) metrics.While specific pricing is hidden behind custom quotes, the product demonstrates significant ROI with documented reductions in call center volume and increases in funded applications.agentiq.comagentiq.comagentiq.com
8.8
Integrations & Ecosystem StrengthLooked for: We analyze the breadth of pre-built integrations with core banking systems and digital banking platforms.The platform offers seamless integrations with major banking cores and digital providers including Q2, Narmi, Jack Henry Banno, FIS, and Fiserv.agentiq.comagentiq.comslashdot.org
9.4
Security, Compliance & Data ProtectionLooked for: We examine certifications like SOC 2, data encryption standards, and privacy features critical for financial services.Agent IQ maintains SOC 2 Type II compliance, utilizes single-tenant architecture for data isolation, and ensures full encryption for data in transit and at rest.agentiq.comagentiq.comagentiq.com

Score adjustments−0.07 points in total

−0.03Pricing is not publicly available and requires a custom quote, which is common for enterprise software but reduces transparency.softwarefinder.com · severity 45/100
−0.04Some teams have reported a learning period is required during the initial rollout phase to fully adapt to the platform.softwarefinder.com · severity 40/100
Visit Agent IQ ↗ Back to the top of the ranking
2

Cobrowse

cobrowse.io · Cobrowse - Real-time Collaborative Navigation · scored Dec 2025

Cobrowse spans web to desktop, small teams pay a premium

Best forDevelopers needing native co-browsing SDKs across web, mobile, and desktop apps.

From $18 per agent/mo SOC 2 Type 2HIPAAISO 27001
Visit Cobrowse ↗ See the evidence

Developer-first co-browsing API supporting web, mobile, and desktop apps, with self-hosting for regulated industries.

Standout factMobile SDKs weigh less than 0.6MB, keeping host apps lightweight.surfly.com
Biggest catchWeb-only plans cost $18 per agent monthly, rising to $36 for all-platform access.cobrowse.io
<0.6MBMobile SDK sizesurfly.com
$18/agent/moWeb plan pricecobrowse.io
$36/agent/moAll-platform plan pricecobrowse.io

Plans

Web$18/agent/mo
Most chosenAll Platforms$36/agent/mo

Web, mobile, desktop

EnterpriseCustom

Self-hosting, air-gapped

Source: cobrowse.io

Compliance

✓ SOC 2 Type 2✓ ISO 27001✓ HIPAA

Source: cobrowse.io

Upside

  • Universal support: web, mobile, desktop
  • Self-hosting and air-gapped deployment
  • Mobile SDKs under 0.6MB

Catch

  • Higher cost per agent for small teams
  • Cross-origin iframes need code injection
  • Occasional latency on poor connections
Pick it ifDevelopers needing native co-browsing SDKs across web, mobile, and desktop apps.
Skip it ifNon-technical teams wanting a zero-code, instant setup with no SDK work.
PricingFrom $18/agent/month (web), $36/agent/month (all platforms).

Editor's takeCobrowse.io supports web, native mobile, and desktop apps through SDKs that weigh less than 0.6MB. It offers self-hosting on AWS, Azure, Google Cloud, or fully air-gapped networks for regulated industries. Pricing runs $18 per agent monthly for web-only, rising to $36 for all-platform access.

How much does Cobrowse.io cost?

Web-only co-browsing costs $18 per agent per month, and all-platform access (including mobile and desktop) runs $36 per agent monthly. Enterprise self-hosting is priced separately.

Can Cobrowse.io be self-hosted?

Yes. Enterprises can self-host on AWS, Azure, Google Cloud, or deploy to fully air-gapped networks for strict data sovereignty needs.

The evidence: 6 criteria, 3 penalties (−0.16 points)
8.9
Product Capability & DepthLooked for: We evaluate the breadth of co-browsing features, including cross-platform support (web, mobile, desktop), annotation tools, and technical handling of complex elements like iframes.Cobrowse.io offers 'universal' co-browsing across web, native mobile (iOS/Android), and desktop (MacOS/Windows) with lightweight SDKs (<0.6MB). It supports annotation, remote control, and full device screen sharing.cobrowse.iocobrowse.iocobrowse.io
9.3
Market Credibility & Trust SignalsLooked for: We assess security certifications, compliance standards (SOC 2, HIPAA), and adoption by regulated industries.The platform is highly credentialed with ISO 27001, SOC 2 Type 2, and HIPAA compliance, making it suitable for regulated sectors like healthcare and finance.cobrowse.iocobrowse.io
8.6
Usability & Customer ExperienceLooked for: We look for ease of implementation, session initiation methods (no-download), and user feedback on performance and latency.Users praise the 'no download' experience and ease of use, though some reviews note latency issues during high traffic or poor connections.cobrowse.iocobrowse.iog2.com
8.5
Value, Pricing & TransparencyLooked for: We evaluate public pricing availability, cost-per-seat value, and flexibility of licensing models.Pricing is transparent at $18/agent (Web) and $36/agent (All Platforms), with custom enterprise options. Some users find it expensive for small teams.cobrowse.iocobrowse.iocobrowse.io
9.2
Developer Experience & Mobile SDKsLooked for: We analyze SDK quality, support for modern frameworks (React Native, Flutter), and API documentation depth.It offers extensive support for modern frameworks like React Native, Flutter, and Xamarin, with detailed documentation for custom embeds and integrations.cobrowse.iocobrowse.iodocs.cobrowse.io
9.6
Security, Compliance & Data ProtectionLooked for: We examine data sovereignty options, self-hosting capabilities, and redaction features for sensitive data.Cobrowse.io stands out with a full self-hosting option (On-prem/Cloud) and 'privacy by default' field redaction, allowing total data control.cobrowse.iocobrowse.iocobrowse.io

Score adjustments−0.16 points in total

−0.06Users have reported lagging issues and slow loading times during high-traffic periods or on unstable connections.g2.com · severity 55/100
−0.07Cross-origin iframe support is limited; it requires injecting a script into the embedded page, which is impossible if you do not control the third-party content.docs.cobrowse.io · severity 50/100
−0.03Pricing per agent can be considered expensive for smaller businesses compared to some competitors.g2.com · severity 40/100
Visit Cobrowse ↗ Back to the top of the ranking
3

ChatBeacon

chatbeacon.io · ChatBeacon CoBrowse & Screen Share · scored Dec 2025

No-download co-browsing, but it's a $25/agent add-on

Best forRegulated industries needing on-premise deployment and strict data masking.

From $39 per user/mo HIPAA complianton-premise optionno-download co-browse
−0.1 vs #1
Visit ChatBeacon ↗ See the evidence

Co-browsing and screen share tool that lets agents view and control customer screens instantly.

Standout factCo-browsing needs zero downloads, invites, or installs for customershellomedian.com
Biggest catchCo-browsing is not included in the standard license and costs $25 per agent per month extra.chatbeacon.io
$39/agent/moBase plansoftwarefinder.com
$25/agent/moCo-browse add-onchatbeacon.io
9.5/10Ease of use score (G2)g2.com

Starting price

$25/agent/moco-browse add-on, base plan from $39/agent/mo

Compliance

✓ HIPAA✓ GDPR✓ SOC 3 hosting? SOC 2

Source: chatbeacon.io

Upside

  • No downloads required for customers
  • On-premise deployment option
  • HIPAA and GDPR compliant

Catch

  • Co-browse costs $25/agent extra
  • UI needs modernizing say users
  • Relies heavily on Zapier
Pick it ifRegulated industries needing on-premise deployment and strict data masking.
Skip it ifBusinesses wanting co-browsing included in the base license price.
PricingBase plans from $39/agent/mo, co-browse add-on $25/agent/mo

Editor's takeChatBeacon lets agents view and control a customer's screen with one click and no downloads, unusual for co-browsing tools. It offers a rare on-premise option and masks sensitive data like SSNs and credit cards automatically. Co-browsing itself is not included in the base $39 per agent plan and adds $25 per agent monthly.

Is co-browsing included in ChatBeacon's base plan?

No. Co-browsing is a paid add-on starting at $25 per agent per month, on top of base cloud plans that start at $39 per agent monthly.

Does ChatBeacon offer on-premise deployment?

Yes. It provides a fully on-premise, self-hosted option for organizations that cannot use SaaS tools due to compliance requirements, per its own FAQ page.

The evidence: 6 criteria, 3 penalties (−0.14 points)
8.9
Product Capability & DepthLooked for: We look for features like remote control, drawing tools, session recording, and privacy masking without requiring user downloads.ChatBeacon offers a robust 'no-download' co-browsing suite with screen recording, highlighting, drawing tools, and the ability to take full control of a user's screen with permission.chatbeacon.iochatbeacon.iochatbeacon.io
9.1
Market Credibility & Trust SignalsLooked for: We look for established company history, security certifications (SOC 2/3), and compliance with major regulations like HIPAA and GDPR.ChatBeacon has been in business since 2005, hosts on SOC 3 certified Azure servers, and explicitly supports HIPAA and GDPR compliance.chatbeacon.iochatbeacon.iochatbeacon.io
9.4
Usability & Customer ExperienceLooked for: We look for ease of implementation, specifically 'no-download' solutions that reduce friction for end-users.The product excels in usability by requiring 'no downloads, invites, or installs' for the end-user, allowing instant session starts.hellomedian.comg2.comhellomedian.com
8.5
Value, Pricing & TransparencyLooked for: We look for clear, transparent pricing and competitive value, noting whether features are included or charged as add-ons.Pricing is transparent but Co-Browse is a paid add-on ($25/agent/mo) on top of the base license, which increases the total cost of ownership.chatbeacon.iochatbeacon.iosoftwarefinder.com
8.7
Integrations & Ecosystem StrengthLooked for: We look for native integrations with major CRM and support platforms, as well as API availability.The platform integrates with Salesforce, Microsoft Teams, and over 3000 apps via Zapier, plus Microsoft Entra ID for SSO.chatbeacon.iochatbeacon.iog2.com
9.3
Security, Compliance & Data ProtectionLooked for: We look for features that enable use in highly regulated industries, such as on-premise deployment options and data masking.ChatBeacon offers a rare on-premise deployment option for total data control, along with advanced masking for PII like credit cards and SSNs.chatbeacon.iochatbeacon.iochatbeacon.io

Score adjustments−0.14 points in total

−0.04Co-browsing is not included in the standard license and requires a paid add-on of $25/agent/month, increasing the total cost of ownership.chatbeacon.io · severity 50/100
−0.05Some user reviews indicate the user interface 'can be a bit more modernized' compared to newer competitors.softwarefinder.com · severity 45/100
−0.05Comparative reviews note a lack of specific feedback on 'Ticket Creation User Experience' and automation features compared to competitors like LiveChat.g2.com · severity 40/100
Visit ChatBeacon ↗ Back to the top of the ranking
4

Crisp

crisp.chat · Crisp's Co-Browsing Solution · scored Dec 2025

Crisp's co-browsing blocks pages heavier than 500KB

Best forStartups wanting flat-rate, unlimited-feel agent pricing

From $95 per month no plugin requiredflat-rate pricing500KB page limit
−0.1 vs #1
Visit Crisp ↗ See the evidence

Plugin-free co-browsing tool bundled into a flat-rate live chat platform for 10 agent seats.

Standout factUsed by over 700,000 businesses worldwide for customer supportg2.com
Biggest catchMagicBrowse automatically disables on webpages larger than 500KB to prevent server overload.help.crisp.chat
700,000+Businesses using Crispg2.com
$95/mo (10 seats)Essentials plan pricecrisp.chat

Starting price

$95/moEssentials plan, 10 seats included

In their words

“Crisp is blocking MagicBrowse if your webpage is heavy (over 500KB).”

help.crisp.chat

Upside

  • No plugin needed for visitors
  • Flat-rate pricing, 10 seats included
  • Automatic sensitive data masking

Catch

  • Blocks pages over 500KB
  • Limited to single browser tab
  • Some call it invasive tracking
Pick it ifStartups wanting flat-rate, unlimited-feel agent pricing
Skip it ifEnterprises requiring advanced analytics and SLA reporting
Pricing$95/mo Essentials plan includes 10 agent seats

Editor's takeCrisp's Magic Browse lets agents view a visitor's screen with zero plugin installs, using lightweight DOM mirroring instead of video streaming. Its flat-rate Essentials plan bundles 10 agent seats for $95 a month, a real advantage over per-seat competitors, and it serves over 700,000 businesses. The clearest technical limit is a 500KB page size cap that disables MagicBrowse on media-heavy sites.

Does Crisp's co-browsing require visitors to install anything?

No. Magic Browse works without any plugin installation on the visitor's side, using DOM mirroring to replicate their screen in real time.

Why might Crisp's co-browsing stop working on my site?

Two common reasons: the webpage exceeds Crisp's 500KB size limit, or a strict Content Security Policy blocks the WebSocket connection MagicBrowse needs.

The evidence: 6 criteria, 3 penalties (−0.17 points)
8.8
Product Capability & DepthLooked for: We evaluate the richness of co-browsing features, including control levels, annotation tools, and integration with other support channels.Crisp's 'Magic Browse' offers real-time co-browsing without plugins, using DOM mirroring to replicate the user's view. It includes 'MagicType' to preview user input before sending and integrates seamlessly with video/audio calls. However, it is strictly limited to the browser tab where the widget is installed and cannot view the full desktop or other applications.crisp.chatcrisp.chatcrisp.chat
9.2
Market Credibility & Trust SignalsLooked for: We assess the product's adoption rate, user sentiment, and reputation within the SaaS support industry.Crisp is used by over 700,000 businesses and maintains a strong reputation for reliability and ease of use. It is fully GDPR compliant and transparent about its data processing, though some users have raised concerns about the 'spyware-like' nature of its passive tracking features.g2.comhelp.crisp.chat
8.9
Usability & Customer ExperienceLooked for: We examine the ease of use for both agents and end-users, focusing on setup complexity and interface intuitiveness.The solution is exceptionally user-friendly for website visitors as it requires no downloads or installations. For agents, the interface is unified and intuitive, although the mobile application lacks full feature parity with the desktop version, limiting advanced troubleshooting on the go.crisp.chattutorialswithai.com
9.4
Value, Pricing & TransparencyLooked for: We analyze the pricing structure, looking for hidden costs and comparing value against feature sets.Crisp offers a highly competitive flat-rate pricing model. The 'Essentials' plan ($95/month) includes MagicBrowse and covers 10 agent seats, which is significantly more cost-effective for mid-sized teams compared to competitors charging per-agent fees.crisp.chatcrisp.chatsaufter.io
8.5
Technical Performance & ImplementationLooked for: We assess the technical reliability, resource usage, and limitations of the co-browsing technology.The solution uses lightweight DOM mirroring rather than video streaming, ensuring speed. However, it has a documented limitation where it blocks MagicBrowse on pages larger than 500KB to protect performance, which can be a hurdle for media-rich applications.crisp.chathelp.crisp.chathelp.crisp.chat
9.1
Security, Compliance & Data ProtectionLooked for: We evaluate specific security measures for co-browsing, such as data masking and session encryption.Crisp implements robust security for co-browsing, including default masking of sensitive input fields (like passwords) and full encryption. The solution is passive, meaning it does not store session recordings on servers, and it is scoped strictly to the website tab.help.crisp.chathelp.crisp.chat

Score adjustments−0.17 points in total

−0.07MagicBrowse automatically disables itself on webpages larger than 500KB to prevent server overload, which may limit functionality on modern, media-heavy sites.help.crisp.chat · severity 65/100
−0.05Some users perceive the 'MagicType' (live typing preview) and passive co-browsing features as invasive or 'spyware-like' if not explicitly disclosed.reddit.com · severity 50/100
−0.05The mobile application for agents lacks full feature parity with the desktop version, limiting the ability to manage advanced support tasks remotely.tutorialswithai.com · severity 40/100
Visit Crisp ↗ Back to the top of the ranking
5

Route 101

route101.com · Route 101 Co-browsing & Screen-Share · scored Dec 2025

Route 101's co-browsing needs zero downloads to start

Best forUK contact centers on Zendesk wanting managed co-browsing

Quote only zero-download co-browsingSurfly-poweredfield masking
−0.1 vs #1
Visit Route 101 ↗ See the evidence

Zero-download co-browsing built on Surfly technology with field masking for Zendesk and NICE.

Standout factRoute 101 holds ISO 27001:2022 and Cyber Essentials Plus certification.route101.com
Biggest catchPricing is completely hidden, with no public tiers, requiring a sales discovery call.route101.com
ISO 27001, Cyber Essentials PlusSecurity certifications heldroute101.com
0Public pricing tiersroute101.com

Compliance

✓ ISO 27001:2022✓ Cyber Essentials Plus✓ PCI DSS? SOC 2

Source: route101.com

Connects to

ZendeskNICE CXone

Source: route101.com

Upside

  • Works on any site, no downloads
  • Field masking hides sensitive data
  • ISO 27001 and Cyber Essentials Plus

Catch

  • Pricing fully hidden, sales call only
  • Built on third-party Surfly technology
  • Few public user reviews
Pick it ifUK contact centers on Zendesk wanting managed co-browsing
Skip it ifCompanies preferring a direct software vendor relationship
PricingNot published, requires a discovery call

Editor's takeRoute 101 wraps Surfly's co-browsing engine with managed services for any website, including iframes. It holds ISO 27001:2022 and Cyber Essentials Plus certification, plus PCI DSS adherence for handling payment data. Pricing is not published anywhere, so buyers need a discovery call just to learn the cost.

Does Route 101 require software downloads?

No. Customers click a link or button to launch a co-browsing session directly in their browser, with no software or plugins to install.

Is Route 101's co-browsing its own technology?

No. It is built on Surfly's co-browsing engine, wrapped with Route 101's managed services and integrations for Zendesk and NICE.

The evidence: 6 criteria, 3 penalties (−0.14 points)
9.0
Product Capability & DepthLooked for: We evaluate the technical robustness of the co-browsing engine, specifically its ability to handle complex web elements, third-party content, and session controls without requiring downloads.Route 101 leverages Surfly technology to deliver 'universal' co-browsing that functions on any website, including third-party iframes and complex web apps, without requiring user downloads or installations.route101.comroute101.comroute101.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the vendor's industry standing, certifications, and partnership network to ensure long-term reliability and service quality.Route 101 holds robust certifications including ISO 27001:2022 and Cyber Essentials Plus, and maintains Gold Partner status with major vendors like Zendesk and NICE, validating their delivery capability.customercontactweekdigital.comroute101.comroute101.com
8.9
Usability & Customer ExperienceLooked for: We look for ease of initiation for sessions, interface intuitiveness for agents, and the friction level for end-users.The solution prioritizes a frictionless experience by allowing sessions to launch via a simple link or button click, with no software downloads needed, significantly reducing customer effort.route101.comroute101.comroute101.com
8.0
Value, Pricing & TransparencyLooked for: We examine public pricing availability, contract flexibility, and the clarity of the cost structure relative to features provided.Pricing is not publicly disclosed and requires a discovery call, though the company markets a 'pay only for what you need' scalability model.route101.comroute101.comroute101.com
8.8
Integrations & Ecosystem StrengthLooked for: We evaluate how well the product connects with core contact center platforms (CCaaS) and CRM systems.Route 101 provides deep integrations with major platforms like Zendesk and NICE CXone, enabling agents to launch co-browsing directly from their primary workspace.route101.comroute101.com
9.3
Security, Compliance & Data ProtectionLooked for: We investigate specific co-browsing security features like field masking, audit trails, and data residency compliance.The solution offers granular security controls including field masking to hide sensitive data (e.g., credit cards) from agents, and ensures no data is stored on the agent's device.route101.comroute101.comroute101.com

Score adjustments−0.14 points in total

−0.04Pricing is completely opaque with no public tiers or starting costs, requiring a sales engagement to obtain.route101.com · severity 60/100
−0.05Route 101 has a low volume of public user reviews specifically for this product on major review platforms like G2 or Trustpilot, making independent user verification difficult.uk.trustpilot.com · severity 45/100
−0.05The core co-browsing technology is white-labeled/partnered from Surfly rather than proprietary, which creates a dependency on a third-party vendor's roadmap and support.route101.com · severity 40/100
Visit Route 101 ↗ Back to the top of the ranking
6

Surfly

appexchange.salesforce.com · Surfly Collaboration Tools · scored Dec 2025

Co-browses any site with zero code installed

Best forSupport teams needing to co-browse third-party websites without code.

From $31 per month co-browsingHIPAASOC 2
−0.1 vs #1
Visit Surfly ↗ See the evidence

Proxy-based co-browsing platform that works on any website with no downloads or code.

Standout factSurfly won the 2025 NICE CXone Partner of the Year award.surfly.com
Biggest catchSession recording is a separate product starting at 89 euros a month.surfly.com
$31/moStarting pricegetapp.com
89 EUR/moSession Replays add-onsurfly.com

Compliance

✓ HIPAA✓ SOC 2✓ ISO 27001? GDPR

Source: appexchange.salesforce.com

True monthly cost

Monthly cost with recording

Base plan$31
Session Replays add-on89 EUR
TotalVaries by exchange rate

Vendor and third-party pricing pages

Upside

  • Co-browses any site, no code
  • Zero-download browser architecture
  • HIPAA, SOC 2, ISO 27001

Catch

  • Session recording costs extra
  • On-premise version skips video/screen share
  • Integration called complex by some
Pick it ifSupport teams needing to co-browse third-party websites without code.
Skip it ifTeams needing deep code injection rather than proxy-based browsing.
PricingFrom $31/mo. Session recording add-on starts at 89 euros/mo.

Editor's takeSurfly's proxy technology reconstructs any third-party website for co-browsing without installing code, a real edge over DOM-injection tools. Session data lives only in memory, never on disk, which suits regulated industries. Session recording, though, is sold as a separate product starting at 89 euros a month.

Does Surfly store session data?

No. Session data lives only in memory during the session and is never written to disk, per Surfly's own data policy.

Is session recording included?

No. Recording is a separate product called Session Replays, priced from 89 euros per month on top of the base plan.

The evidence: 6 criteria, 3 penalties (−0.14 points)
9.0
Product Capability & DepthLooked for: We look for features like co-browsing, screen sharing, annotation tools, and the ability to handle complex web environments.Surfly offers 'Universal Co-browsing' using a proxy-based Interaction Middleware that works on third-party websites without code installation, alongside video chat, e-signing, and document annotation.appexchange.salesforce.comappexchange.salesforce.comsurfly.com
9.2
Market Credibility & Trust SignalsLooked for: We check for enterprise adoption, industry awards, and verified certifications in regulated sectors.The product is trusted by major financial and healthcare institutions like AXA and Fidelis Care, holds ISO 27001/SOC 2 certifications, and was named NICE CXone Partner of the Year 2025.appexchange.salesforce.comcxexchange.niceincontact.comsurfly.com
8.9
Usability & Customer ExperienceLooked for: We assess ease of use, setup requirements, and user feedback regarding the interface and friction.The solution is entirely browser-based with no downloads required for agents or customers; reviews consistently highlight 'ease of use' and smooth performance.appexchange.salesforce.comg2.comsurfly.com
8.5
Value, Pricing & TransparencyLooked for: We look for clear pricing tiers, free trials, and transparency regarding add-on costs.Pricing starts around $31/month with a free trial available, but key features like session recording are often separate paid add-ons or require custom enterprise quotes.appexchange.salesforce.comgetapp.comsurfly.com
8.7
Integration & Deployment FlexibilityLooked for: We evaluate API availability, pre-built integrations (e.g., Salesforce), and deployment options (cloud vs. on-premise).Offers a Salesforce AppExchange app, robust REST APIs, and on-premise options, though the on-premise version has documented limitations regarding video and screen sharing.appexchange.salesforce.comappexchange.salesforce.comhelp.surfly.com
9.5
Security, Compliance & Data ProtectionLooked for: We examine data handling practices, encryption standards, and compliance with regulations like HIPAA and GDPR.Surfly operates on a 'data-in-memory' only architecture (no disk storage), supports granular field masking, and is fully compliant with HIPAA, GDPR, ISO 27001, and SOC 2.appexchange.salesforce.comhelp.surfly.comsurfly.com

Score adjustments−0.14 points in total

−0.07The on-premise installation license has significant limitations, specifically excluding video chat, screen sharing, and document editing features which require third-party cloud services.help.surfly.com · severity 65/100
−0.04Session recording is not included in the base product and is sold as a separate 'Session Replays' product with its own pricing, which may increase total cost of ownership.surfly.com · severity 50/100
−0.03Some users report that understanding how to integrate Surfly with other business services can be difficult.getapp.com · severity 30/100
Visit Surfly ↗ Back to the top of the ranking
7

Genesys Co-browse

genesys.com · Genesys Co-browse Screenshare · scored Dec 2025

Genesys co-browse needs no download, but sessions can't transfer

Best forEnterprises already running Genesys Cloud CX

From $115 per user/mo no free planenterprisedata masking
−0.2 vs #1
Visit Genesys Co-browse ↗ See the evidence

No-download collaborative browsing tool built into Genesys Cloud CX with DOM-based data masking.

Standout factGenesys has been named a Gartner Magic Quadrant Leader for 10 consecutive yearsgenesys.com
Biggest catchCo-browse sessions cannot be transferred, conferenced, or consulted on between agents.docs.genesys.com
10 yearsGartner MQ Leader streakgenesys.com
6,000+Organizations using Genesys Cloudgenesys.com
$115/user/moCX 2 pricetrustradius.com

Standout number

6,000+organizations using Genesys Cloud worldwide

Source: genesys.com

Starting price

$115/user/moGenesys Cloud CX 2, includes co-browse

Upside

  • No customer downloads required
  • DOM-based data masking
  • Native Genesys Cloud integration

Catch

  • Sessions can't transfer between agents
  • Requires Digital or CX 2+ license
  • Reported ~2 second latency
Pick it ifEnterprises already running Genesys Cloud CX
Skip it ifCompanies not using Genesys Cloud Web Messaging
PricingRequires CX 2+ or Digital Add-on, from $115/user/mo

Editor's takeGenesys Co-browse's zero-footprint JavaScript approach means customers never install anything, and DOM-level masking keeps sensitive fields like credit card numbers off the agent's screen entirely. It only works natively within Genesys Cloud Web Messaging, requiring the CX 2 tier or Digital Add-on at $115 per user monthly. Users report roughly 2 seconds of latency, enough to cause agents to talk over customers on live calls.

Does Genesys Co-browse require customer downloads?

No. It uses a pure JavaScript and HTML approach requiring no plugins, downloads, or applets from the customer.

What license does Genesys Co-browse require?

It requires Genesys Cloud CX 2, CX 3, CX 4, or the CX 1 Digital Add-on II license, with CX 2 priced around $115 per user monthly.

The evidence: 6 criteria, 3 penalties (−0.18 points)
8.7
Product Capability & DepthLooked for: We evaluate the richness of collaboration tools, including annotation, remote control, and seamless escalation from other channels.Genesys Co-browse offers robust 'Pointer' and 'Write' modes with annotation tools, allowing agents to guide or take control of a customer's browser without requiring downloads.genesys.comhelp.mypurecloud.comdocs.genesys.com
9.2
Market Credibility & Trust SignalsLooked for: We assess industry standing, third-party recognitions, and the vendor's track record in the contact center space.Genesys is a dominant market leader, recognized as a Gartner Magic Quadrant Leader for 10 consecutive years with a massive global install base.genesys.comgenesys.comgenesys.com
8.9
Usability & Customer ExperienceLooked for: We look for ease of use for both agents and end-users, focusing on setup complexity and interface intuitiveness.The zero-footprint design ensures a frictionless start for customers, though some users report platform latency that can affect real-time interactions.genesys.comreddit.com
8.5
Value, Pricing & TransparencyLooked for: We evaluate pricing structures, transparency, and whether premium features require expensive add-ons.Pricing is transparent but tiered; Co-browse typically requires the 'Digital' add-on or higher-tier plans (CX 2/CX 3), starting around $95-$115/user/month.genesys.comtrustradius.comhelp.mypurecloud.com
8.8
Integrations & Ecosystem StrengthLooked for: We look for native platform integration and the ability to work within existing agent workflows.Co-browse is natively integrated into the Genesys Cloud agent desktop, supporting seamless escalation from Voice and Chat, though cross-domain iframe support is limited.genesys.comdocs.genesys.com
9.0
Security, Compliance & Data ProtectionLooked for: We examine data privacy features, specifically the ability to mask sensitive information from agents.Genesys provides granular DOM-based masking, allowing admins to hide specific fields (like credit cards) from agents, who see asterisks instead.genesys.comall.docs.genesys.comhelp.mypurecloud.com

Score adjustments−0.18 points in total

−0.08Co-browse sessions cannot be transferred, conferenced, or consulted on, unlike standard voice or chat interactions.docs.genesys.com · severity 60/100
−0.05Users have reported noticeable latency (approx. 2 seconds) in the platform, leading to agents talking over customers.reddit.com · severity 50/100
−0.05Strict domain requirements prevent co-browsing if the load balancer and website are not on the same second-level domain due to cookie policies.docs.genesys.com · severity 45/100
Visit Genesys Co-browse ↗ Back to the top of the ranking
8

Talkative

gettalkative.com · Talkative Cobrowse Software · scored Dec 2025

Talkative agents can't see outside the current browser tab.

Best forMid-to-large contact centers using Salesforce or Mitel telephony.

From $750 per month GDPRenterpriseSalesforce integration
−0.2 vs #1
Visit Talkative ↗ See the evidence

No-download cobrowsing tool that renders the customer's DOM, with deep Salesforce and Mitel embedding.

Standout factHolds a 5.0/5 G2 rating from 22 reviews, and is a certified Mitel MSA partner.g2.com
Biggest catchAgents can only view the specific browser tab where the widget is installed, not other tabs or the desktop.gettalkative.com
5.0/5G2 ratingg2.com
$750/moPro plan pricegettalkative.com
$1,500/moAdvanced plan pricegettalkative.com

Adoption

5.0/5G2 rating from 22 reviews

Source: g2.com

Plans

Most chosenPro$750/mo

500 conversations/mo

Advanced$1,500/mo

2,000 conversations/mo

Source: gettalkative.com

Upside

  • No downloads required for customers
  • Deep Salesforce and Mitel embedding
  • Automatic sensitive data masking

Catch

  • Can lag on heavy, complex sites
  • View limited to one browser tab
  • Higher starting price for small teams
Pick it ifMid-to-large contact centers using Salesforce or Mitel telephony.
Skip it ifSmall startups wanting a low-cost, standalone screen-share tool.
PricingPro plan from $750/mo (billed annually), unlimited agents

Editor's takeTalkative takes a different technical approach than most cobrowsing tools: instead of streaming video, it recreates the webpage's structure in JavaScript, so customers never download anything. That same single-threaded JavaScript approach can lag on sites with heavy frameworks or large DOM structures. Its Salesforce integration embeds directly into the Lightning Console rather than popping out separately, and it holds Mitel MSA partner status for telephony-heavy contact centers.

Does Talkative require customers to download anything?

No. It recreates a structured model of the webpage using JavaScript rather than streaming video, so customers only need to grant permission, no plugin or download required.

What does Talkative cost?

The Pro plan is listed at about $750 a month billed annually, with pricing based on conversation volume rather than per-seat licensing, so agent seats are unlimited.

The evidence: 6 criteria, 3 penalties (−0.19 points)
8.7
Product Capability & DepthLooked for: We evaluate the richness of cobrowsing features, including annotation tools, mobile support, and technical implementation methods.Talkative offers a robust cobrowsing solution that renders the customer's DOM for agents without downloads, supporting annotation, scrolling, and data masking, though it relies on single-threaded JavaScript.gettalkative.comgettalkative.comsupport.gettalkative.com
9.2
Market Credibility & Trust SignalsLooked for: We assess the vendor's reputation through verified user reviews, partnership status with major platforms, and client roster.Talkative holds high ratings on review platforms and maintains verified partnerships with major enterprise vendors like Salesforce and Mitel, serving recognizable global brands.g2.commitel.comgettalkative.com
8.9
Usability & Customer ExperienceLooked for: We examine the ease of use for both agents and end-users, including setup complexity and interface intuitiveness.The platform prioritizes a frictionless experience with no-download sessions for users and a unified, embedded console for agents, supported by a no-code widget builder.gettalkative.comgettalkative.comgettalkative.com
8.5
Value, Pricing & TransparencyLooked for: We analyze the pricing model, transparency of costs, and value provided relative to features and market averages.Talkative uses a usage-based pricing model (per conversation) rather than per-seat, which scales well for large teams but has a higher entry point than some competitors.gettalkative.comgettalkative.comgettalkative.com
8.8
Security, Compliance & Data ProtectionLooked for: We evaluate the product's adherence to security standards like GDPR, PCI DSS, and data masking capabilities.Talkative provides strong security features including automatic data masking, end-to-end encryption, and compliance with GDPR and PCI DSS, hosted on AWS infrastructure.gettalkative.comgettalkative.comgettalkative.com
9.0
Integrations & Ecosystem StrengthLooked for: We assess the depth and quality of integrations with CRM, contact center software, and other business tools.Talkative excels with deep, native integrations for Salesforce and Mitel, embedding directly into agent workflows rather than just popping out, alongside standard connectors for Teams and Google Analytics.gettalkative.comgettalkative.commitel.com

Score adjustments−0.19 points in total

−0.08Performance degradation on complex websites: Because the cobrowse technology relies on single-threaded JavaScript to replicate the DOM, websites with heavy frameworks, large DOM structures, or rapid mutations may experience lag or slow rendering.support.gettalkative.com · severity 60/100
−0.05Mobile app integration complexity: While web integration is 'no-code', enabling cobrowse inside a native iOS or Android app requires developer implementation of an SDK, which is a higher barrier to entry.gettalkative.com · severity 50/100
−0.06View restriction scope: Unlike full screen-sharing solutions, Talkative's cobrowse is strictly limited to the browser tab where the widget is installed. Agents cannot see third-party applications, other browser tabs, or the customer's desktop.gettalkative.com · severity 45/100
Visit Talkative ↗ Back to the top of the ranking
02

Side by side

10 features across 8 products. Green is yes, red is no, grey is not published.

FeatureAgent IQCobrowseChatBeaconCrispRoute 101SurflyGenesys Co-browseTalkative
Has Mobile App — ✓ — ✓ — — — —
Has Free Plan ✗ ✗ ✗ ✗ ✗ ✗ ✗ ✗
Has Free Trial Contact for trial Contact for trial Contact for trial ✓ Contact for trial Contact for trial Contact for trial Contact for trial
Integrates With Zapier — — — ✓ — — — —
Has Public API — — — ✓ — ✓ — —
Live Chat Support — — — ✓ — — — —
SOC 2 or ISO Certified — — — — — — — —
Popular Integrations — — — Slack, Salesforce, Google Workspace — — — —
Supports SSO — — — ✓ — — — —
Starting Price Contact for pricing $18 per agent/mo $39 per user/mo $95 per month Contact for pricing $31 per month $115 per user/mo $750 per month
03

How we chose

Four fixed criteria for every product, plus two chosen for Live Chat Platforms with Co Browsing and Screen Share, weighted and reduced by documented penalties.

Full methodology
Criteria set for this categoryProduct Capability & Depth, Market Credibility & Trust Signals, Usability & Customer Experience, Value, Pricing & Transparency, Security, Compliance & Data Protection, Integrations & Ecosystem Strength
Evidence, then a scoreDocumentation, pricing pages, security pages and third-party reviews. Each criterion records what was found and links its sources.
Penalties, then a rankDocumented problems pull the score down with their evidence attached. Rank follows the score. Sponsored rows, where present, are labelled.
iVendors cannot buy a position. Every score rests on published evidence, documented problems pull it down, and a 9.1 here is not a 9.1 in another category.
Albert Richer
Albert RicherFounder · Memphis, TN

Sets the criteria and reviews the evidence before a ranking publishes. Email him if something here looks wrong.

04

Questions people ask

Does Agent IQ require customers to download software?

No. Co-browsing sessions work directly in the browser with no downloads or setup required for the account holder.

What ROI does Agent IQ report?

Institutions using the platform report a 70% reduction in overnight call center volume and a 3.9x increase in funded applications when customers engage through chat.

How much does Cobrowse.io cost?

Web-only co-browsing costs $18 per agent per month, and all-platform access (including mobile and desktop) runs $36 per agent monthly. Enterprise self-hosting is priced separately.

Can Cobrowse.io be self-hosted?

Yes. Enterprises can self-host on AWS, Azure, Google Cloud, or deploy to fully air-gapped networks for strict data sovereignty needs.

Is co-browsing included in ChatBeacon's base plan?

No. Co-browsing is a paid add-on starting at $25 per agent per month, on top of base cloud plans that start at $39 per agent monthly.

Does ChatBeacon offer on-premise deployment?

Yes. It provides a fully on-premise, self-hosted option for organizations that cannot use SaaS tools due to compliance requirements, per its own FAQ page.

Does Crisp's co-browsing require visitors to install anything?

No. Magic Browse works without any plugin installation on the visitor's side, using DOM mirroring to replicate their screen in real time.

Why might Crisp's co-browsing stop working on my site?

Two common reasons: the webpage exceeds Crisp's 500KB size limit, or a strict Content Security Policy blocks the WebSocket connection MagicBrowse needs.

How is the best Live Chat Platforms with Co Browsing and Screen Share decided?

Every product is scored on six criteria for this category, with cited evidence and documented penalties. Rank follows the overall score. Vendors cannot pay for a position.

How often is this ranking updated?

Products are re-scored when pricing, features or evidence change. This ranking was last updated July 12, 2026.

05

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