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What is UNFYD.COLLAB?

UNFYD.COLLAB puts an agent on the customer’s screen the moment they struggle — detect the struggle, earn the consent, resolve on a shared screen.

Customers rarely abandon a form; they abandon step 4, and nobody sees which step it was. UNFYD.COLLAB is built around struggle detection rather than screen-share plug-ins and extension installs, with consent requested before a session starts and the session signed afterwards so there is a record of what was shown and agreed.

Product
Co-browse and visual collaboration
Part of
UNFYD.COMPASS platform
Sequence
Detect the struggle, earn the consent, resolve on the shared screen
Record
Sessions are signed, leaving an auditable trail
Contact
transform@unfyd.com · +91 22 62285000

Last updated

Built for journeys too important to leave to screenshots and guesswork

The moment your customer struggles is the moment you should be on their screen.Not in the queue. Not on the callback.

Friction sits at the moment of decision; the agent who arrives there finishes the journey.

The customer who needed help with a form, a checkout, a claim, is the customer you lose to silence. UNFYD.COLLAB lets the agent see, draw, and guide on every screen, every device, the same second the struggle starts.

customer.app/onboarding/step-4CALIVE
PAN⬤⬤⬤⬤⬤1234X
Aadhaar⬤⬤⬤⬤ ⬤⬤⬤⬤ 9213
AddressApartment 4B, …✎Add your full address
Phone+91 · 98XXX…
Customer Agent
Struggle detected · offering co-browse
Co-browsing live · 9ms in sync
Secure co-browse, agent-led
Screen-share with live annotation
Consent-aware, privacy-masked by default

From struggle signal to shared screen, in nine seconds.

See the screen.
Close the gap.

Most escalations begin with : “Can you explain what happened?” Your customer, who can see the problem, tries. Your agent, who can’t, guesses. The issue drags for weeks. Somewhere between “I’m stuck” and “I’ve raised a complaint”, there is a moment most businesses miss. Guide what comes next and document every action with

Pixel SyncLive AnnotationConsent CaptureSession ReplayMobile SDK
Make Collaboration Your Default
9s
Time to Co-browse Offer
From struggle signal to agent on screen in nine seconds. Consent captured, fields masked, session signed for audit. Ready before the support ticket gets created.
Inside Nine Seconds

Detect the struggle. Earn the consent. Resolve on the shared screen.

“Let me help you.”That’s simple, human, memorable.

DETECT

Struggle signal

Behaviour-AI watches dwell, scroll, repeat-clicks, and form drift on the customer’s active page. The moment hesitation looks like a pattern, the offer queues up.

INVITE

Consent-aware offer

Agent prompt appears on the page itself. Customer accepts in one tap; the consent is logged and signed, ready for any audit that asks who saw what, when.

Acknowledge digital choices
COLLAB

Co-browse + annotate

Agent sees the page, draws on it, fills assist-fields. PAN, OTP, password and KYC fields stay masked. The customer feels guided, never watched.

RESOLVE

Signed session

Recording, redactions, summary and CRM update queued automatically. Audit-ready bundle, available before the support ticket gets created.

The market, honestly

Screen-share plugins and "please install this extension".
That’s what the market sells.

Collaboration is the moment of resolution, not a download dialog. UNFYD.COLLAB triggers on the customer’s journey itself, captures consent on the same page, masks sensitive fields before the agent ever sees them, and signs the session before it ends.

The customer didn’t abandon “the form”. They abandoned step 4, and the agent never knew.

Live sessions · collaboration ops14 active
02:14 ISTYashvi Dhandhna · loan onboarding step 4deal save
02:21 ISTRavikumar Mandal · address mismatch flagrouted
02:29 ISTRobin Panigrahi · KYC photo retryresolved
02:35 ISTSenthil Myilswamy · mutual-fund risk profiledeal save
02:48 ISTSrikanth Reddy · insurance claim photoresolved
In the wild

A customer-first lending organisation connected assisted journeys with interaction intelligence, gaining premium visibility into which interventions changed customer behaviour, reduced abandonment and much improved digital adoption. UNFYD.WORKS UNFYD.SCOR

Frequently asked questions

What is UNFYD.COLLAB?

UNFYD.COLLAB is co-browsing and visual collaboration for support: it puts the agent on the customer’s screen at the moment the customer is struggling, instead of after an abandoned form becomes a support ticket. It is part of UNFYD.COMPASS, the enterprise customer experience platform built by SmartConnect Technologies, and shares one data fabric with the other modules.

How does it know when a customer is struggling?

Struggle detection comes first in the sequence. The insight behind it is that a customer does not abandon "the form" — they abandon a specific step, and the business rarely knows which one.

Is the customer asked before a session starts?

Yes. Consent is earned before the shared screen opens, and the session is signed afterwards, so there is a record of what was shared and agreed.

How is this different from a screen-share plug-in?

The page positions it directly against screen-share plug-ins and "please install this extension" flows, which ask the customer to do more work at the exact moment they are already stuck.

How do we get started?

Email transform@unfyd.com or call +91 22 62285000, or request a demo from the Connect page. The most useful starting point is the specific workflow or disconnect you are trying to fix.