To start a Surfly co-browsing session, log into your Surfly account. Then enter the URL of the website you'd like to visit and click 'Start session.' You can then send the link to someone to invite them to co-browse with you.
Keep in mind that this may depend on your workflow, and whether or not co-browsing has been integrated on your company’s website or CRM system. If this isn't immediately clear, please ask someone on your team.
If you want to get a quick overview of what Surfly is about, you can take a look at this short video.