# Which co-browsing solutions prevent sensitive data exposure while agents are collaborating with customers in a live session?

<p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">I've been trying to answer this properly ever since a near-miss flagged the question for me: which <a class="a a--md" elv="true" href="https://www.g2.com/categories/co-browsing">co-browsing</a> solutions actually prevent sensitive data exposure while agents collaborate with customers in real time? A customer had been mid-session entering card details and nobody had properly checked whether the tool masked those fields. It turned out fine, but it forced a proper evaluation of what we were actually running. Not every tool treats this as a first-class feature and that gap is worth understanding before it becomes a problem.</p><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Five platforms where the data privacy question gets the clearest answer:</p><ol>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/surfly/reviews"><strong>Surfly</strong></a><strong>:</strong> Field masking is built into the core product rather than configured separately, keeping sensitive inputs hidden from the agent side throughout the session. Does it hold reliably on dynamically rendered form fields or does it need per-field configuration?</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/glia/reviews"><strong>Glia</strong></a><strong>:</strong> Co-browsing sits within a platform built specifically for regulated environments, so the compliance posture doesn't break at handoff points between channels.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/channel-me-cobrowsing/reviews"><strong>Channel.me Cobrowsing</strong></a><strong>:</strong> Credit card and personal data inputs stay masked on the agent side while the session is live, with data masking built into the standard implementation.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/eltropy/reviews"><strong>Eltropy</strong></a><strong>:</strong> Built for community financial institutions with compliance to GLBA and TCPA, with co-browsing integrated into a broader encrypted communication platform rather than sitting as a standalone layer.</li>
<li>
<a class="a a--md" elv="true" href="https://www.g2.com/products/upscope/reviews"><strong>Upscope</strong></a><strong>:</strong> Designed specifically for financial services and insurance use cases where guiding customers through regulated product forms without accessing restricted data is a baseline requirement.</li>
</ol><p class="elv-tracking-normal elv-text-default elv-font-figtree elv-text-base elv-leading-base elv-font-normal" elv="true">Have you found that any of these produce compliance documentation automatically from session activity, or is that always something you have to manage separately?</p>

##### Post Metadata
- Posted at: about 2 months ago
- Author title: Marketing Executive
- Net upvotes: 1


## Comments
### Comment 1

&lt;p&gt;Field masking sounds like a checkbox until you hit dynamic forms or third-party embeds. I’ve seen setups where masking works for native fields but leaks through payment iframes or custom scripts. Did you come across any tool that handled those edge cases cleanly, or is that still where most implementations fall short?&lt;/p&gt;

##### Comment Metadata
- Posted at: about 2 months ago
- Author title: Writer





## Related discussions
- [How well does Trello scale into a larger team?](https://www.g2.com/discussions/1-how-well-does-trello-scale-into-a-larger-team)
  - Posted at: over 13 years ago
  - Comments: 6
- [Can we please add a new section](https://www.g2.com/discussions/2-can-we-please-add-a-new-section)
  - Posted at: over 13 years ago
  - Comments: 0
- [Quantifiable benefits from implementing your CRM](https://www.g2.com/discussions/quantifiable-benefits-from-implementing-your-crm)
  - Posted at: over 13 years ago
  - Comments: 4