The Surfboard: October – Rediscover What’s Already in Your Toolkit

Hello!

Your needs may have evolved since you first started. Here’s a quick refresher on the session capabilities already available to you. Some might now be exactly what you need.

🪐 Universal Cobrowsing

Join users securely on any website or web app. No code changes required. Guide, highlight, or hand over control without installs or plugins.

📺 Screen Sharing

Share your screen or view theirs. You can share multiple streams such as windows, tabs, or applications, and switch between them easily without stopping and resharing each time. It works independently of video and is ideal for demos or troubleshooting.

💬 Chat & 🎥 Video

Stay connected inside the session with chat and HD video.

📷 Camera Sharing

Share a live camera feed and allow on-screen annotations for real-time guidance, device support, or KYC scenarios.

📄 File Sharing & Editing

Share your screen or view theirs. You can share multiple streams such as windows, tabs, or applications, and switch between them easily without stopping and resharing each time. It works independently of video and is ideal for demos or troubleshooting.

Note: Each capability above can be enabled or disabled separately to suit your scenario.

⏺️ Session Recording & 🗂️ Audit Logs

Capture detailed activity for QA, training, or compliance as compact JSON audit logs. You can also enable full-session video recording with real-time export to your preferred storage. Details here.

🔗 Custom Domains & Branding

Access your account on your own domain (for example, assistance.ACME.com) and send invite links from the same domain (for example, assistance.ACME.com/521-606-760) instead of http://surfly.com . Details here.

🛡️ Advanced Privacy Controls

Mask sensitive data, restrict inputs or clicks, and enforce rules dynamically—even on third-party websites included in your sessions.

🏢 Multi-Client Setup

Manage multiple teams or business lines within the same account, each with its own queues, settings, and API keys. Details here.

🔔 Webhooks

Customize invite emails or SMS messages and trigger notifications for events such as a session queuing up or starting. Details here.

⚙️ APIs

Use the REST API to build session creation and joining workflows in your CRM or internal tools.
Use the Embed API to display queue or start-page views in your own solution.
Leverage the JavaScript API for deeper customizations. API Docs here.

💡 Revisit What’s Possible

You already benefit from Surfly’s flexibility, control, and compliance. It’s also likely you’re using only part of what’s available based on the needs you had at go-live. If something here now fits your workflow, let’s explore it together. Many capabilities may already be included in your plan.

Reply to this email for a quick walkthrough or a fit check.

Until next time,

Ashish
Head of Support, Surfly