Compare Live Assist for Microsoft Dynamics 365 vs. Surfly in 2026

Live Assist for Microsoft Dynamics 365

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Description

Our robust co-browsing solution allows you to engage with customers through audio and video conversations directly on your website or application, making it simpler than ever to enhance customer satisfaction. This feature enables you to guide users through navigating your platform, assist them in completing purchases, help with form submissions, offer suggestions, and so much more, all while utilizing audio and video capabilities. There's no need for users to download any plugins or additional software. Additionally, in collaboration with our partner LivePerson, we have introduced an innovative engagement method called Messaging, which elevates traditional Live Chat by providing greater flexibility. Furthermore, we have seamlessly integrated widely-used third-party communication channels such as Twilio SMS, Facebook Messenger, Instagram, Twitter, WhatsApp, and Apple Business Chat, allowing agents to manage these Messaging interactions directly within Dynamics 365, ensuring a streamlined and efficient experience for both customers and agents alike. This comprehensive approach not only improves engagement but also fosters stronger relationships with your clients.

Description

Build interactive and fully compliant digital experiences on your platform without altering any code or installing additional software. Surfly empowers countless AXA agents to accelerate their sales by digitally simulating the face-to-face selling process within their platform. Both agents and customers can collaborate from a distance to select policies, electronically sign documents, and initiate their first payment seamlessly. Surfly Co-browsing is not only quicker and more secure but also simpler to navigate compared to traditional screen sharing applications like Zoom, Google Meet, or Microsoft Teams. It facilitates effective, secure, and compliant two-way collaboration that screen sharing cannot match. Instead of juggling various external tools like Zoom and Docusign, you can manage everything in a single Surfly Session. You can upload, review, annotate, and e-sign any document directly from your website or portal without interruption. Furthermore, Surfly’s adaptable solution operates effortlessly without requiring integrations, serving as a virtual layer over your existing platforms, ensuring an enhanced user experience for all parties involved. This comprehensive approach simplifies the sales process and provides a more cohesive interaction for agents and customers alike.