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SECURITY IN THE SERVICE WORKFLOW

Clear access.
Accountable actions.

Protect company data, preserve customer context and apply controls where service work happens.

CONTROL THROUGH THE WORKFLOW
01

The right access

Company, brand, department and role boundaries.

02

A deliberate next step

Consent, approvals and protected content.

03

A traceable outcome

Support records and accountable actions.

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Company access boundaries

Existing roles, brands and department assignments govern who can reach customer records and take actions. Workforce SSO and provisioning are available with the appropriate plan and setup.

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Consent and protected content

Co-browse requires consent and applies supported sensitive-content masking. Secure ticket links, file checks and privacy lifecycle controls protect the follow-up experience.

✓

Traceable service work

Supported audit trails preserve operational decisions. Governed actions can apply approval, identity and outcome-validation policies before external business requests proceed.

GUIDANCE WITH BOUNDARIES

Help the visitor.
Respect their control.

INSIDE LIVEADVISERReal product · example data
Consent-based co-browsing

Guide the next click. Keep the visitor in control.

Request consent, offer guidance and ask the visitor to approve a supported same-site navigation.

  1. Request a guided session
  2. Guide with consent and privacy controls
LET’S DISCUSS THE DETAILS

Your requirements
deserve a clear answer.

Talk with us about your intended deployment, data flows, providers, retention and access policies. We’ll discuss the product controls and deployment details relevant to your organization. For contractual terms and data practices, review our Terms and Privacy Notice.

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