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Floatbot CoBrowsing

Visual customer support with secure, no-download collaborative browsing

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

Floatbot CoBrowsing Overview

  • Updated March 8, 2026

Floatbot CoBrowsing lets support agents securely view and guide a customer’s screen in real time without requiring downloads. Built for contact centers in banking, insurance, healthcare, and collections, it works alongside chat or voice AI and escalates smoothly to live agents.

Teams use it to reduce form abandonment, speed up onboarding, resolve login or payment issues, and improve first-contact resolution.

Key Features

  • No-Download Co-Browsing: Launch secure screen-sharing sessions directly in the browser with no plugins or installations required.
  • Live Visual Guidance: Agents can see the customer’s screen and guide them step-by-step through forms, applications, or troubleshooting.
  • Seamless AI-to-Agent Escalation: Start with chat or voice AI, then escalate complex cases to human agents with full conversation context.
  • Secure Session Controls: Designed for high-risk tasks like KYC updates and payment setup, helping reduce costly user errors.
  • Omnichannel Integration: Works alongside voice, chat, SMS, and email within Floatbot’s collaboration environment.
  • Form & Onboarding Assistance: Reduce abandonment in loan applications, insurance forms, and digital account setup.
  • Real-Time Collaboration: Agents and customers navigate web pages together to diagnose login, browser, or transaction issues.
  • Enterprise-Ready Deployment: Built for regulated industries such as banking, healthcare, insurance, and collections.

Price

Plan Price Key Features
Lite $119 per month (Billed Annually) 500 Voice Minutes or Chat Sessions; 2 Maximum Concurrent Calls; 10 Maximum Concurrent Chat Sessions
Essential $2,499 per month (Billed Annually) 10000 Voice Minutes or Chat Sessions; 25 Maximum Concurrent Calls; 100 Maximum Concurrent Chat Sessions
Growth $6,199 per month (Billed Annually) 25000 Voice Minutes or Chat Sessions; 75 Maximum Concurrent Calls; 500 Maximum Concurrent Chat Sessions
Enterprise Contact Sales No Limits; Unlimited Concurrent Calls & Chat Sessions; Custom Security & Compliance

Price details: https://floatbot.ai/pricing

Pros

Competitor

Pros
Glia Floatbot CoBrowsing fits well for enterprises already using AI voice or chat agents, since escalation to visual support happens in the same ecosystem. Teams in banking and insurance find the bundled AI + co-browsing approach more unified, while Glia often requires broader digital customer service adoption that may increase total platform costs.
Surfly Surfly focuses heavily on standalone co-browsing, while Floatbot connects it tightly with conversational AI and contact center workflows. Organizations running high volumes of automated interactions appreciate having AI triage and human visual assistance in one stack instead of stitching multiple vendors together.
Upscope Floatbot CoBrowsing targets regulated industries with built-in alignment for KYC, lending, and claims journeys. Compared to Upscope’s lightweight setup, Floatbot offers deeper enterprise workflow integration and omnichannel support, which appeals to larger contact centers handling sensitive transactions.
Cobrowse.io Cobrowse.io delivers strong developer tools, but Floatbot provides a broader CX solution that includes AI agents, analytics, and collaboration features. Enterprises seeking a single vendor for automation and visual assistance often prefer this consolidated approach over integrating separate SDK-based tools.
Acquire Acquire combines chat and co-browsing, yet Floatbot stands out for its voice-first AI capabilities and smooth fallback to human agents. Contact centers aiming to automate first-touch interactions before escalating to visual sessions may find Floatbot’s AI-driven workflow more cost-efficient at scale.

Cons

Competitor

Cons
Glia Glia offers a mature digital customer service suite with deep engagement analytics and proven large-scale deployments. Organizations looking purely for advanced co-browsing with extensive case studies may find Glia’s longer track record in digital engagement more reassuring than Floatbot’s newer positioning in this niche.
Surfly Surfly’s API-first model gives developers granular control and flexible embedding options. Teams that want a highly customizable, standalone co-browsing layer without committing to a broader AI platform might find Surfly simpler to integrate than adopting Floatbot’s full ecosystem.
Upscope Upscope emphasizes quick deployment and minimal setup for small and mid-sized teams. Organizations that only need lightweight screen guidance without AI, analytics, or enterprise workflows may view Floatbot as more complex than necessary for basic support use cases.
Cobrowse.io Cobrowse.io provides strong SDK-level customization and mobile app support. Companies prioritizing deep in-app co-browsing control across web and mobile environments could find its developer tooling more specialized compared to Floatbot’s broader CX-focused approach.
Acquire Acquire delivers tightly integrated live chat, video, and co-browsing with a well-known support interface. Teams already standardized on Acquire for digital engagement may see limited added value in switching, especially if they don’t require advanced voice AI capabilities.

Verified Customer Reviews

  • G2 Review (Rating: 4.3/5): The intuitive interface and no-code capabilities make Floatbot easy to pick up, and several users highlight how quickly they could implement it without a complicated setup. The straightforward design seems to remove a lot of friction during onboarding.
  • TrustRadius Review: The user-friendly interface of FloatBot earns strong praise, with comments that it feels intuitive and easy to use. The simplicity of the layout helps teams get comfortable with the platform fast.