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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Enhance engagement and streamline automation throughout every phase of the customer journey. Transition from conventional CRM systems to a comprehensive, journey-focused customer engagement platform. Whether seeking a replacement for your existing system or aiming to expand and strengthen your current setup, Pega is here to assist you. The effectiveness of your agents is crucial to achieving success. Ensure your team remains connected, efficient, and productive, no matter their location. Customers desire to feel valued and cared for; deliver them proactive, tailored, and seamless experiences across all channels. In today’s competitive landscape, comprehensive capabilities are essential. Reduce expenses and maximize your channel effectiveness through intelligent automation and efficient case management. Facilitate the connection and automation of tasks across teams and systems to expedite the resolution of customer inquiries. Pega’s AI-driven case management adjusts to various customer service needs, while pre-established microjourneys, based on industry best practices, serve as quick-start templates. This enables you to launch initiatives promptly and efficiently.

Description

There’s no need for downloads, installations, or plug-ins; simply add a line of Javascript to your website, and customers can share their browsing experience with just one click. Pega Co-Browse allows you to easily highlight and direct customers to the information they require, ensuring a seamless interaction. You can request permission from the customer to control their page and provide guidance, or utilize highlighting features and visual indicators, such as arrows, to steer them effectively. Furthermore, Pega Co-Browse enables you to designate sensitive information that should be obscured using HTML elements or form fields, ensuring that all masked data remains within the customer's browser and is invisible to the representative. This solution offers a no-code approach to concealing or hiding text fields and images, allowing businesses to control what information agents can see. Moreover, Pega Co-Browse can be integrated with Pega Chat or any other chat platform, enhancing the overall customer service experience. Additionally, you have the option to incorporate chat functionalities directly within your Pega Customer Service application for greater efficiency.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Capgemini Intelligent Automation Platform Yes 
ABBYY Mobile Capture Yes 
Accenture Cloud Trade Promotion Management No 
ClearProcess Yes 
CognitiveScale Cortex AI Yes 
Cognizant No 
Diabolocom Yes 
Documaster Yes 
Google Cloud Anti Money Laundering AI Yes 
HintEd Yes 
LinkedIn Sales Navigator Yes 
OneSpan Identity Verification Yes 
Perfect Doc Studio Yes 
Quavo Yes 
Sales Robots Yes 
Syntasa Yes 

Integrations

Capgemini Intelligent Automation Platform Yes 
ABBYY Mobile Capture No 
Accenture Cloud Trade Promotion Management Yes 
ClearProcess No 
CognitiveScale Cortex AI No 
Cognizant Yes 
Diabolocom No 
Documaster No 
Google Cloud Anti Money Laundering AI No 
HintEd No 
LinkedIn Sales Navigator No 
OneSpan Identity Verification No 
Perfect Doc Studio No 
Quavo No 
Sales Robots No 
Syntasa No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Pegasystems

Founded

1983

Country

United States

Website

www.pega.com/es/products/crm-applications

Vendor Details

Company Name

Pega

Founded

1983

Country

United States

Website

www.pega.com/products/customer-service/cobrowse

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

Product Features

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