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Glance
ResearchedGlance is a cobrowsing and digital engagement CX software that lets agents see what customers see. It offers mobile in-app connection, guided support, sales, and onboarding use cases for financial services, healthcare, insurance, and SaaS industries.
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In one minute
Start here for the decision-making essentials: what Glance does, who it is for, how it is accessed, and the first-party sources behind this profile.
See official pricing
Best suited to
Source-backed fitCommon questions and adoption checks
Short answers to the questions buyers and builders commonly ask about Glance. Each answer cites the shared ledger below, where every source is listed once.
01What does Glance say it can do?
Cobrowse that lets agents see what customers see · Mobile Solutions for instant in-app connection · Cobrowse capability allowing agents to see what customers see · Mobile solutions with instant in-app connection
Cobrowse See what customers see.
02Who is Glance intended for?
Financial Services industry for human-guided transactions · Healthcare industry for high-stakes moments · P&C Insurance industry for connection-rich CX · SaaS industry (CX that sells SaaS)
Financial Services Human-guided transactions.
03What use cases does Glance describe?
Guided Support with instant personal connection · Guided Sales & Advisory to upgrade client meetings · Guided Onboarding to replace nap-inducing trainings · Professional Services with custom-tailored solutions
Guided Support Instant personal connection.
04What integrations does Glance document?
Salesforce integration (Glance for Salesforce) · Salesforce integration referenced via BCU credit union case study · Integrations that connect CX systems · Salesforce integration (used by BCU credit union)
BCU puts credit union members first with Glance for Salesforce
05How can Glance be deployed or accessed?
Professional Services offering custom-tailored solutions · Developer platform for building with Glance
Professional Services Custom-tailored solutions.
06What security or data-control information does Glance publish?
Trusted by leading global brands with strict customer privacy and enterprise security requ · Trust & Security product offering · Trust & Security offering focused on keeping customers safe
Leading global brands across industries with the strictest requirements for customer privacy and enterprise security trust Glance.
Capabilities and operating fit
This profile connects the jobs Glance is described as handling with its delivery model, access options and the subjects used to match it to related products in this directory.
Common use cases
- Guided Support with instant personal connection
- Guided Sales & Advisory to upgrade client meetings
- Guided Onboarding to replace nap-inducing trainings
- Professional Services with custom-tailored solutions
- Guided Support for instant personal connection with customers
- Guided Onboarding to replace traditional trainings
Topics mapped
Verified capabilities
- Cobrowse that lets agents see what customers see
- Mobile Solutions for instant in-app connection
- Cobrowse capability allowing agents to see what customers see
- Mobile solutions with instant in-app connection
- Guided CX described as industry-leading human CX
- Cobrowse allowing agents to see what customers see
- Mobile Solutions providing instant in-app connection
- Guided CX delivering human-guided customer experience
Recorded integrations
Intended audiences
Access signals
- Pricing model
- See official pricing
- API
- Not publicly listed
- Source links
- 17 recorded
Verified facts
Each fact points to a recorded source, making it easy to distinguish verified product information from claims that need checking.
Cobrowsing and Digital Engagement CX Software Glance CX | Glance CX
Glance is cobrowsing and digital engagement CX software · Cobrowse lets agents see what customers see · Mobile Solutions provide instant in-app connection
Cobrowsing and Digital Engagement CX Software
Cobrowse that lets agents see what customers see
Mobile Solutions for instant in-app connection
Guided Support with instant personal connection
Guided Sales & Advisory to upgrade client meetings
View 32 more verified facts
Guided Onboarding to replace nap-inducing trainings
Professional Services with custom-tailored solutions
Financial Services industry for human-guided transactions
Healthcare industry for high-stakes moments
P&C Insurance industry for connection-rich CX
SaaS industry (CX that sells SaaS)
Salesforce integration (Glance for Salesforce)
Cobrowse capability allowing agents to see what customers see
Mobile solutions with instant in-app connection
Guided CX described as industry-leading human CX
Guided Support for instant personal connection with customers
Guided Sales & Advisory to upgrade client meetings
Guided Onboarding to replace traditional trainings
Professional Services offering custom-tailored solutions
Financial Services industry served with human-guided transactions
Healthcare industry served with standout CX for high-stakes moments
SaaS industry served with CX designed to sell SaaS
Salesforce integration referenced via BCU credit union case study
Developer offering allowing builders to build faster with Glance
Cobrowse allowing agents to see what customers see
Mobile Solutions providing instant in-app connection
Guided CX delivering human-guided customer experience
Trust & Security features to keep customers safe
Integrations that connect CX systems
Developer tools for building with Glance
Guided Support for instant personal connection
Guided Sales & Advisory to upgrade client meetings
Guided Onboarding to replace traditional trainings
Financial Services industry with human-guided transactions
Healthcare industry for high-stakes customer experience moments
Salesforce integration (used by BCU credit union)
Cobrowse that lets agents see what customers see
What it helps with
A concise view of the jobs, capabilities and integrations described in the recorded product sources.
Guided Support with instant personal connection
Guided Sales & Advisory to upgrade client meetings
Guided Onboarding to replace nap-inducing trainings
Professional Services with custom-tailored solutions
Guided Support for instant personal connection with customers
Guided Onboarding to replace traditional trainings
Guided Onboarding replacing nap-inducing trainings
Professional Services for custom-tailored solutions
Where it runs and where to get it
Documented product formats, platforms and official distribution destinations. Availability can vary by region and plan.
Cost / license
Application types
Platforms
Adoption notes
What to verify before adopting
Glance timeline
A concise history of software releases and material product changes. Events appear only when a dated source supports what changed.
Building a reliable release history.
This profile is being checked for dated releases and material product changes. Nothing appears here until the exact date and event can be verified from a recorded source.
Recorded sources
Facts, answers, structured details, milestones and primary resource links cite this shared ledger. Each external page appears once; release tags from the same GitHub project are grouped under one release history.
- 1glance.cx 17 facts · 4 answers · Official site
- 2glance.cx/blog/a-5-step-action-plan-to-lift-your-customer-satisfaction 12 facts · 5 answers · Official site
- 3glance.cx/trust-security 12 facts · 5 answers · Security
- 4glance.cx/guided-customer-support 12 facts · 4 answers · Official site
- 5glance.cx/about 12 facts · 2 answers · Official site
- 6glance.cx/case-studies 12 facts · Official site
- 7glance.cx/integrations 12 facts · Official site
- 8glance.cx/news 12 facts · Official site
- 9glance.cx/guided-cx-platform 4 facts · Official site
- 10glance.cx/blog 1 answer · Official site
- 11glance.cx/blog/4-ways-make-customer-support-easier Official site
- 12glance.cx/blog/5-saas-customer-support-agent-challenges Official site
- 13glance.cx/blog/customers-dont-ghost-brands-that-guide Official site
- 14glance.cx/blog/dont-remote-tech-support-guy Official site
- 15glance.cx/blog/getting-started-with-contact-center-ai Official site
- 16glance.cx/blog/how-to-make-saas-customer-support-outstanding Official site
- 17glance.cx/blog/low-csat-better-agent-technology-will-help Official site

