Salesforce + phone workflow
MAGICAL, this is a game changer for my calls
- Phone support agent
Cohere can be used to effectively support customers calling through the phone. Walking through software with customers can be a frustrating experience for both the customer and the agent.
Having to verbally describe your product's UI, while the customer struggles to locate items on screen is the number one cause of long phone conversations.
If you ever wish you could just see your customers screen, and point to things in the UI, Cohere is the perfect tool for you.
With Cohere, you can not only see your users screen with no setup, you can also click, scroll and type on behalf of them or draw on their screen.

To find your user, over the phone, ask your user to click the Equals ("=") key 5 times on your website.
Go ahead and try pressing Equals (=) 5 times on this page!
Equals Key
This will open up a modal on your customer's screen, which they can read out to you.

Once you open your user's screen by entering the code, you can now use a variety of tools to help your user.
  • If you would like to point to different parts of the UI, you can use the Draw function.
  • If you would like to take control of your user's screen, and navigate on behalf of them, you can use the Request Control function.
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On this page
Viewing your customer's screen within Salesforce
Supporting Customers