Who it's for
GuidedView for every team that helps people on the phone
Wherever people get stuck on their own phone or computer and call for help, seeing their screen turns a long, confusing call into a short one. Here's how that looks in specific lines of work.
Insurance and financial services
Walk clients through applications, e-signatures, ID cards and autopay by seeing their screen on a normal phone call.
For Medicare agentsScreen sharing for Medicare agentsSee a beneficiary's screen on a plain phone call for online enrollment, plan lookups and member portals. No video meeting.
For life insurance agentsScreen sharing for life insurance applications over the phoneGuide applicants through e-applications and e-signatures on the phone, with a pause for SSN and bank details.
For mortgage lendersScreen sharing for loan officers and mortgage processorsSee the borrower's screen to clear upload, e-disclosure, e-sign and account-linking snags on a normal call.
For banks and credit unionsScreen sharing for banks and credit unionsHelp members with mobile banking, check deposit and card controls on a call, with approval, pause and one-time links.
For financial advisorsScreen sharing for financial advisors helping clients with account portalsCustodian portals, e-sign packets, MFA and statements, guided by phone while clients pause for logins and codes.
For tax and accounting firmsScreen sharing for tax preparers, accountants and bookkeepersPortal uploads, e-signing and IRS online account steps, guided while clients pause for IDs, logins and codes.
Support, IT and software
See employees' phone screens for MFA, mobile email, VPN and device enrollment tickets. Complements your remote desktop tool.
For managed service providersPhone screen sharing for managed service providersCover client staff phones for MFA, mobile email and enrollment tickets, next to your RMM and remote access tools.
For SaaS support teamsScreen sharing for SaaS customer supportSee the customer's whole screen, not just your app. No SDK, no code, no release. View-only screen sharing for support calls.
For onboarding teamsScreen sharing for customer onboardingGuide new customers through installs, permissions, integrations and first setup by seeing the screen they are stuck on.
For call centersScreen sharing for call centers that work over the phoneAgents see the caller's screen without leaving the voice line. Browser only on agent desktops, no recordings.
For telecom and internet providersScreen sharing for wireless, cable and internet provider supportRouter apps, activations, eSIM prompts and account apps, guided while you watch the customer's screen live.
For app developersSee a beta tester's or customer's real phone screen live, with no SDKWatch a tester's real device screen live to reproduce bugs and check onboarding, with no SDK in your app.
Sales and local businesses
Guide clients through e-signing offers, saved searches, showing requests and transaction portals by seeing their screen.
For auto dealershipsScreen sharing for auto dealerships, from credit app to digital keyCredit apps, stip uploads, e-signing and owner app setup, guided on the phone while you watch the buyer's screen.
For property managementScreen sharing for property managers: portals, leases and smart lock appsResident portals, autopay, maintenance requests and smart lock apps, guided while you watch the resident's screen.
For sales teamsSee where prospects get stuck during a sales call, without a meeting linkWatch prospects work through sign-up, checkout and first use on the call, without sending a meeting link.
For schools and districtsScreen sharing for school offices helping parents with apps and portalsEnrollment portals, lunch accounts and district apps, guided for parents on the phone. Built for adults, not students.