Cardina

Cardina is a web tool for support and sales teams that need to guide customers through a phone or live-chat interaction. It suits teams that want visual guidance with the option of permission-based control. Its strongest case is focused customer assistance; teams seeking a broader remote-support product should compare alternatives.

Overview

Agents can view a customer’s screen, draw attention to where to click, or share their own screen. With customer permission, they can also scroll, click, and type for the customer. This range—from pointing out a step to carrying it out—can help teams resolve a customer’s immediate obstacle without relying on verbal directions alone.

Optional session recording and replay give teams a way to review previous interactions. Passwords are blocked automatically, and customers can selectively block page elements so that the protected information is not sent through Cardina’s servers. Customers can revoke viewing permission at any time, and an audit log records agent actions. These controls are relevant for customer-facing sessions, but teams still need to decide whether recording or remote control is appropriate for each interaction.

Key features

• Visual guidance: Agents can annotate the customer’s screen or share their own. That is useful when a step is difficult to explain verbally, without immediately handing over control.
• Permission-based remote control: An agent can scroll, click, and type on the customer’s behalf after permission is granted. It can speed up assistance, but depends on the customer agreeing to that level of access.
• Replay and privacy controls: Teams can optionally record and replay sessions; passwords are automatically blocked, and customers can block selected page elements. Session data is deleted after viewing unless recordings are enabled, making the recording choice consequential for retention.
• Integrations and compatibility: Cardina lists Intercom, Zendesk, Salesforce, Sentry, and Slack integrations. It says it works with React, Vue, Angular, Iframe, Canvas, and Shadow DOM, and names Safari, Firefox, Chrome, and Edge as supported browsers.
• Security and compliance: Cardina says it is audited annually for SOC 2 Type II and complies with GDPR and CCPA. It also says it is HIPAA compliant and can execute a standard BAA for qualifying customers. Data sent to or from the service uses TLS encryption, customer data uses AES-256 encryption, and its Google Cloud data centers are SOC 2, ISO 27001, and HITRUST compliant.
• Setup and support: Cardina says an engineer can integrate it in under five minutes by adding a few lines of code to a site. Support is offered by email, live chat, or call, with contact available 24/7.

Pricing

The Free plan costs nothing and is a 14-day trial with no credit card required. That gives teams a short, low-commitment way to evaluate Cardina, but it is a trial rather than a continuing free tier.

Pro costs $69 a month per seat, billed monthly or annually. It is the paid entry point for teams that need ongoing access; because the fee is per seat, costs rise with the number of agents. The Extra Replay sessions add-on costs $89 a month for an additional 10,000 sessions per month, which is relevant to teams whose replay needs exceed their included allowance.

Enterprise has custom pricing, a six-month minimum, and a 20-seat minimum. Those terms make it a fit for larger teams prepared to commit for at least six months, not a small team seeking a flexible pilot. Cardina’s paid starting price is 69 /user/mo.

Platforms

Cardina is a web product. Its stated browser support covers Safari, Firefox, Chrome, and Edge, and it describes compatibility with a range of web technologies. Teams choosing a native desktop or mobile support tool should look elsewhere.

Who it's for

Cardina is a strong fit for support and sales teams that guide customers during live conversations and want annotation, optional replay, and customer-approved remote control in the same workflow. It is also worth considering for organizations that need privacy controls and stated compliance support. It is less suitable for buyers who need a continuing free plan, a low per-agent cost at scale, or support beyond the web.

Pros and cons

• Pro: Automatic password blocking, customer-selected page blocking, revocable viewing permission, and an audit log give customers and teams meaningful session controls.
• Pro: Optional replay supports reviewing past sessions, while session data is deleted after viewing when recordings are not enabled.
• Con: The Free option lasts 14 days; teams wanting ongoing use must budget for Pro at $69 a month per seat.
• Con: Enterprise requires at least 20 seats and a six-month minimum, so it is not a practical plan for a small or short-term deployment.
• Con: The product is web-based, which rules it out for teams that require a native application on customer or agent devices.

Alternatives

• Zoho Assist is worth considering when a team needs broad device-platform coverage and remote support: its free plan covers one technician and five devices, and it offers a free trial.
• Surfly may suit teams seeking a free starting point, with a free plan covering five sessions per month and support across web, mobile, desktop, API, and self-hosted platforms.
• LiveCall is an option for teams that can work within a free plan limited to one service URL and one user account, with Android, API, iOS, and web platforms.
• Median may fit buyers seeking a free-for-life starter plan with one-click screen sharing, privacy controls, phone mode, and Google SSO; its starter plan does not include show cursor, highlight, draw, or full features.
• SupportScreen is another paid screen-sharing option, described as a CrankWheel product; its platform coverage includes Linux, macOS, web, and Windows.
• Help Lightning Remote Assistance is a paid alternative with an enterprise license customized for the customer and support for Android, iOS, macOS, web, and Windows.
• Recursive Labs Visual Engagement Platform is a paid option with a free trial and coverage across mobile, API, desktop, and web platforms.
• ScreenMeet Remote Support is a paid alternative with a free trial, broad platform support, and secure remote access and control.

For a broader category comparison, see Video Customer Support Software.

Verdict

Choose Cardina if your team needs to guide customers visually during live support or sales conversations, with optional replay and remote control that requires customer permission. Its privacy controls and web-focused workflow are the clearest reasons to choose it. Look elsewhere if a continuing free plan, lower per-seat costs, native platform coverage, or an Enterprise commitment below 20 seats is important.