Visually Present

Agent-assisted screen sharing

Display product or service content and information during a live screen session on any device.

Present product comparisons and compliance with ease

Talking through product information multiple times, or listening to lengthy T&C’s often leads to breakpoints and frustrations when dealing with customers over the phone.

Customers are increasingly exasperated with being left to manually link the steps across complex journeys. They not only create inefficiencies in your customer journey, they cause lost sales, high conversion costs, rushed compliance requirements, and the erosion of your customers’ experience.

A unique screen sharing interaction made effortless

Our distinctive iteration of video-sharing allows your contact centre agents to display product or service information alongside back-office notes, customer account details and dynamic scripts from a single agent window. This paired with our other module capabilities allows you to exchange documents in real time, verify identity and collect eSignatures, all during one session.

Features & benefits of visually presenting

Let products speak
for themselves

Explain sophisticated products and avoid confusion by displaying digestible information on your customer’s screen.

Make it ‘one and done’

Complete an end-to-end journey within the customer’s channel of choice, in the same session.

Banish boring
compliance scripts

Display terms and conditions and collect esignatures, building an audit trail that guarantees compliance.

How Visually Presenting can fit into your customer journey

Below is a quick demonstration showing how other organisations utilise our platform to connect visual presentation into their ideal customer journey. Initiated during a call with a customer, having already exchanged documents, it can be a perfect aid to bundle building providing a clear understanding of their options.

Visually Presenting can enhance a range of customer journeys

View the below customer journeys to see of the ways you can utilise visual presenter.


Engage your customers and cut through the noise

Mortgages & Loans

Give your customers the best possible mortgage experience

Renewals & Retention

Exceeding customer expectations to retain them


Improve old processes and customer experience

If you have another journey you would like to streamline then please get in touch as we have developed more than we have here and we are always building more.

Delivering substantial uplift to all your KPIs

25% uplift in conversions

The longer a journey, the more likely a customer is to drop off of a purchase.

By streamlining journeys so that they can be completed often in just one single interaction, our solutions remove the breaks in which customers drop off. The result?

A surge in conversion rates for your business.

75% reduction in overheads 

Inefficiencies caused by mail, document processing and lengthy handling times mean operating costs for businesses are inflated.

By digitising these typical breakpoints or eliminating the need for them entirely, we help our clients to boost efficiency, enabling them to offer maximum value to their customers at the lowest possible cost.

100% compliance, guaranteed

Traditionally, compliance procedures have been susceptible to staff error. Moreover, physically storing customer documents can be both costly and inconvenient.

Our solutions ensure compliance by creating automated workflows that eliminate the potential for mistakes. By collecting electronic signatures and exchanging documentation digitally, there is no need to listen back to calls to check compliance delivery. That means completing paperwork becomes a thing of the past.

90% reduction in transaction times

Lengthy transaction times, both on a journey and individual touchpoint level, benefit no one. Efficiency suffers and frustrated customers drop out in favour of a competitor who can deliver the product or service quicker.

Our solutions reduce transaction times by giving staff the digital tools that enable them to meet the customer need there and then, improving first contact resolution so complex journeys no longer need to span multiple steps and channels.

90+ NPS

Customers are no longer willing to settle for second rate experiences, and organisations that don’t put the customer at the heart of their journey will cause friction and frustration.

By streamlining the sticking points in journeys so they become effortless and flow seamlessly, our clients benefit from happier customers and better brand advocacy over time.

Optimised across every device

Enabling you to provide a streamlined, omni-channel customer journey across any device of their choosing.

Want to see it for yourself?

Ready to get started?

Find out more about Vizolution and our capabilities

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