How to integrate Surfly

Now it’s time to start implementing Surfly. This can be done in three ways:

• through a basic integration with the admin panel

• with the Javascript API

• and/or with the REST API

How you choose to implement our API depends on how deeply you want to integrate it into your website and your workflows. In sales for instance, you might want to use Surfly to demo your website or product and make this a more captivating and interactive experience for all users. This could already be done through an integration with the admin panel or a basic Javascript implementation. The same goes for advisors, but maybe you would like to create your own landing page that fits your brand perfectly and start co-browsing from there.

In support, you might want to co-browse together with your client to guide them through the website, and create designs together or help them fill in forms. For the latter you might have to deal with sensitive information, so Surfly provides the option of limiting co-browsing to certain pages on your website, or to mask data in form fields for other users.

You could also integrate Surfly into your already implemented helpdesk software using the REST API. You might want to add your client’s location to the queue based on their IP-address for instance, so that your helpdesk agents have some background info when they join them in a Surfly session.

Surfly could also be used for educational purposes, as a lot of learning platforms use our API to create an online class room. Or maybe you would like to add Surfly as a social tool to your website to allow your users to shop together.

Surfly can be integrated in many ways, together with other software solutions. Our API is completely rebrandable according to your wishes, and it can even be made into a fully transparent layer that lays on top of your website. But most importantly, for us, safety comes first, so all Surfly sessions are HTTPS secured. Also, we even offer the option of installing the servers for you on premise.