FAQ

Introduction

• Why should my team use Surfly's co-browsing?
• How is co-browsing different from screen sharing?
• What is Surfly?
• How is Surfly different from other co-browsing solutions?
• How does an API work, and why should I use it?
• How secure is Surfly?
• Is Surfly GDPR compliant?
• What does Surfly stand for?

Product and Technology

• The Surfly Proxy
• Guide to Audit logs
• Features

API Integration

• How can I integrate Surfly into my website?
• Can Surfly be integrated on mobile apps?
• Surfly has both a Javascript API and a REST API. Which one do I use?
• What do 'leader' and 'follower' mean in a Surfly session?
• What's the difference between the "Surfly object" and the "Surfly session object"?
• What does it mean when a function is not available inside a session?
• How do I clear the cache?

Registering and pricing

• Can I change or cancel my Surfly plan?
• Is there a free version of Surfly?
• What's the difference between users, seats, and agents at Surfly?
• Are the pricing plans for Surfly subject to VAT or sales tax?
• What does 'on-premise' mean for Surfly?
• How are videochat minutes calculated?
• Is Surfly PCI compliant?

Account setup

• How to add users programmatically?
• What are the basic system requirements for Surfly?
• I signed up for the 14-day free Surfly trial. How do I get started?
• I can only browse Wikipedia with Surfly, what's going on?
• Can I use Surfly to browse social media sites?
• How do I add agents to my Surfly account?
• What's the difference between an admin, a manager, and an agent on Surfly?
• How do I customize the UI on Surfly?
• How do I add Surfly's co-browsing to my website?
• Where can I find the Surfly snippet?
• Can I test Surfly on localhost?
• Can I integrate Surfly through a Tag Manager?
• Should I put the Surfly snippet on every page of my website?
• How many Surfly sessions can I create?
• What are the Surfly IP addresses?

Usage

• How do I start a Surfly co-browsing session?
• What defines the Successful start of a session?
• What do I do when a customer or client requests a Surfly co-browsing session?
• How do I start a Surfly co-browsing session on Intercom, Olark, or Zendesk?
• I'm in a Surfly co-browsing session now. How do I navigate through the website?
• When should I suggest a Surfly co-browsing session to my client?
• Can a follower save my password if I fill it in during a Surfly co-browsing session?
• Can I share and sign documents on Surfly?