First of all, welcome to Surfly! When you read this, you probably have been signed up to a Surfly account through your company. It can be quite thrilling to get started with a new technology. If you want to get a quick overview of what Surfly is about, you can take a look at this short video.
So how you start co-browsing session depends on your work flow, and if co-browsing has been integrated on your company’s website/CRM system or not. Hopefully you’ve been informed about this by your peers.
Either way, if you want to start a co-browsing session yourself and send the Surfly link to someone else, you can do this by logging in to your Surfly dashboard, and entering a URL on the “Start” page. Click “Start session” to start co-browsing.