Samesurf’s Patented Agentic AI Powers Governed Enterprise Autonomy

Samesurf is the inventor of modern co-browsing and a pioneer in the development of core systems for Agentic AI.

A new chapter is unfolding in enterprise technology with the rise of Agentic AI, a construct that brings true autonomy to the interaction layer. Unlike traditional chatbots that only respond to commands, today’s AI-enabled agents can perceive, reason, act, and learn in simulated sessions that closely resemble human collaboration. They set goals, plan strategies, and complete multi-step processes in a governed manner while helping organizations automate complex, high-value work that was once entirely manual.

At the same time, introducing this level of autonomy into regulated industries such as Finance, Healthcare, and Insurance presents major challenges. Security, accountability, and compliance are constant concerns as AI-enabled agents engage in simulated browsing across various tools, customer-facing systems, and legacy content. The ability to govern these interactions transparently and securely has now become the key to deploying Agentic AI at scale.

Samesurf is leading this evolution with a strong foundation of patented technology focused on governing how Agentic AI systems interact with digital environments. Instead of competing in the rapidly commoditizing field of large language model intelligence, Samesurf concentrates on the control and execution framework that makes these intelligent systems safe, compliant, and reliable. This strategy ensures that enterprises can use any generative intelligence engine while maintaining full oversight and security.

By patenting the mechanisms that enable secure and controllable simulated sessions between artificial intelligence and human users, Samesurf has built a governance framework that redefines what is possible for regulated industries. Features such as automated redaction and Human-in-the-Loop oversight turn compliance, once a costly obstacle, into a built-in strength. In this manner, Samesurf provides the foundation for organizations to scale Agentic AI responsibly while keeping security and trust at the center of every interaction.

The Cloud-Native Architecture and Patent Portfolio

Samesurf pioneered the technology that made real-time collaboration on digital content possible. As Agentic AI evolved, integrating this capability into an autonomous and governed framework required a complete architectural transformation. Earlier client-side approaches struggled to scale, required software installations that created unnecessary friction, and made it difficult to maintain security across different user environments.

To meet enterprise demands for performance and compliance, Samesurf transitioned its core technology to a server-driven, cloud-native framework built on a patented infrastructure. This architecture is centered on two foundational components: the cloud browser and the encoder. Together, they form the backbone of Samesurf’s Agentic AI ecosystem by enabling scalable, secure, and controlled simulated browsing sessions for both human and AI-enabled agents.

This foundation is protected by an extensive patent portfolio, including USPTO patents 12,088,647 and 12,101,361, which expand upon the principles established in patent 9,483,448. These patents define the essential mechanisms that allow Agentic AI systems to operate securely and collaboratively within simulated digital environments.

Key areas covered by the portfolio include:

• Cloud Browsers: Establishing their role as the primary execution environment for simulated browsing and Agentic AI workflows.
• Autonomous Agent Simulation: Securing the mechanism that allows AI-enabled systems to replicate human interaction with online content in a controlled and governed manner.
• Control Passing: Protecting the process that allows navigational control to move seamlessly between AI-enabled and human-driven devices.
• Security Features: Covering automated redaction of sensitive data, such as payment information, through machine learning techniques that enhance compliance and trust.

These patents provide both legal and technical clarity for the concept of collaborative autonomy by defining systems where human and AI agents share interaction control within a simulated session. By securing the methods that allow a bot to simulate human activity in this context, Samesurf establishes intellectual property ownership over the framework that governs Human-AI collaboration on the web.

The server-driven cloud browser is a critical element of this architecture. For an AI agent to complete complex, multi-step workflows such as navigating applications or entering data across several pages, the environment must be deterministic, consistent, and isolated from local devices. Samesurf’s cloud-based execution layer ensures these conditions while allowing Agentic AI agents to perform safely and predictably with the level of security required for enterprise and regulated environments.

Patented Pillars of Samesurf’s Architecture

The Cloud Browser forms the cornerstone of Samesurf’s patented architecture, operating as a fully virtualized browsing environment hosted on the server side. This centralized, controlled space provides a reliable, consistent, and replicable foundation for Agentic AI, allowing AI-enabled agents to simulate human browsing behavior across online content independently of the end-user’s local device state.

Security remains a central focus of this design, especially for regulated industries. All interactions take place within the isolated Cloud Browser, preventing operational or session data from being stored on local devices and ensuring sensitive information never reaches endpoints. Centralizing execution eliminates the need for software installation and establishes security as a default architectural condition. Unlike traditional screen-sharing methods, which rely on users to manage visible content, the Cloud Browser enforces security by design.

The cloud-based environment also enables unified, secure simulated sessions. This capability allows an AI agent to navigate and perform complex, real-time tasks across multiple platforms, such as a financial advisor’s trading system, a third-party market data portal, and a client’s personal banking interface, all within a single, seamless session. By consolidating multi-source workflows, Samesurf eliminates the need for multiple logins, API calls, or context switching, thus streamlining enterprise operations.

The Encoder: Powering High-Fidelity, Real-Time Collaboration

Complementing the Cloud Browser is the patented Encoder, the technological engine that ensures high-fidelity, real-time collaboration. The Encoder captures the visual and interactive data stream from the secure Cloud Browser session and transmits it with minimal latency to all participating devices.

This system ensures that both human agents and AI agents, or multiple agents working together, view and interact with the exact same digital content simultaneously. Maintaining a shared visual context is critical for effective collaboration in support, sales, and complex troubleshooting scenarios because it allows for immediate understanding and visual verification of actions, thus reducing errors and accelerating outcomes.

The Core Differentiator

Samesurf’s patented simulation capability forms a critical foundation for Agentic AI, giving autonomous agents the ability to execute high-value tasks through simulated browsing. This mechanism allows AI-enabled agents to mimic human interaction, navigating complex applications, accurately completing multi-step forms, and interacting with dynamic online content.

This ability to act like a human provides a significant advantage by bridging the gap between intelligent agents and legacy systems that may lack modern APIs. By enabling AI agents to interact with web-based infrastructure in the same manner as a human, Samesurf makes Agentic AI accessible to organizations that would otherwise face the high costs and technical complexity of system modernization.

The Mechanism of Control Passing: Seamless Handoffs

Samesurf’s patented architecture also establishes the technical foundation for enterprise-grade Human-in-the-Loop control. The intellectual property specifically covers the ability to pass or share navigational control between AI-enabled and human-driven devices within a synchronized simulated session.

This capability, known as in-page control passing, allows seamless, momentary exchanges of control between entities, whether human or AI. It ensures that human judgment remains the final arbiter in complex, high-stakes workflows. For instance, if an agent encounters an issue during a multi-step process, such as booking travel or completing a policy checkout, a human supervisor can instantly take over. This enables precise intervention without requiring the user to relinquish control of their device or exposing sensitive system access.

The true innovation of Samesurf’s framework lies in combining autonomy through simulated browsing with accountability via control passing. This combination allows AI agents to act as proactive partners, accelerating workflows that previously required hours of manual effort. In financial advisory, for example, autonomous deviation correction, where an AI agent monitors a portfolio and proposes rebalances based on real-time market data, can be completed in minutes, with the final HITL step ensuring precision and safety.

Supporting Complex Multi-Agent Workflows

The architecture also supports complex multi-agent workflows. By enabling synchronous interaction and shared control among multiple human and AI agents, the platform is naturally structured for coordinated work across different digital assets and visual handoffs. This capability underpins the emergence of the “Agentic Organization,” where specialized AI agents collaborate under human supervision to execute larger, multi-step initiatives efficiently and securely.

Solving the Black Box Problem with Samesurf’s Agentic AI

A major challenge for enterprise adoption of autonomous systems is the Agent Black Box problem. Conventional large language model agents often operate internally using API calls and abstract data processing, making their execution paths invisible to human supervisors. This lack of transparency limits accountability, complicates error diagnosis, and prevents organizations from building the trust required for mission-critical deployments.

Visual Oversight and Live Monitoring

Samesurf addresses the Black Box challenge through its patented simulated browsing capability, making the agent’s interaction with external digital content visually observable in real-time. The platform provides immediate visual context, which is essential for verifying actions as they happen and for diagnosing technical or logical errors during complex, multi-step processes. This approach shifts agent oversight from reviewing delayed logs to enabling live monitoring and precise intervention. The visual governance layer gives supervisors transparency to see actions, explainability to understand the execution path, and decisive control to intervene instantly, all of which are critical to establishing organizational trust.

Audit Trails and Traceability for Accountability

Beyond live supervision, Samesurf’s architecture generates immutable records required for regulatory compliance. The system captures all events within an Agentic AI simulated session, including video, audio, and interactive content, creating a complete and enterprise-grade audit trail. This level of documentation ensures behavioral observability, a key requirement for deploying autonomous agents in high-risk, regulated environments.

Architectural Fit for Enterprise Orchestration

The platform is designed to integrate seamlessly with large, enterprise-wide agent orchestration frameworks. A REST API enables external orchestrators to dynamically invoke and manage the Samesurf layer, treating the secure simulated session as a programmable tool for the Agentic AI agent. This interface supports smooth visual task handoffs and monitoring requests, making the technology a practical foundation for complex, back-end enterprise systems.

Advanced Data Security and Redaction

In highly regulated environments, security must be built into the architecture from the ground up. Samesurf maintains compliance with rigorous global standards, including GDPR, HIPAA, and ISO 27001. The patented cloud browser environment ensures superior data protection by isolating all activity within a virtualized, server-side container. Protected health information and other sensitive data remain fully secure, while no session data is stored locally, written to disk, or retained beyond the conclusion of each simulated session. This design minimizes risk and makes compliance the default operational state rather than an afterthought.

Patented Automated Element Redaction: The HITL Security Enabler

A key security challenge in regulated deployments is the paradox of access: the AI agent must interact with sensitive information, such as credit card numbers or social security numbers, while human supervisors overseeing the session must be prevented from seeing that same data. Samesurf’s patented automated element redaction solves this problem. Using advanced machine learning, the platform automatically masks sensitive content, enabling the agent to perform tasks securely while human monitors maintain oversight without exposure to confidential information.

This capability is essential for compliance regimes like PCI-DSS and serves as a technological enabler for secure Human-in-the-Loop supervision. By patenting this mechanism within a synchronized, agent-driven simulated session, Samesurf secures a foundational pathway for deploying Agentic AI in high-risk, highly regulated markets.

Rigorous Audit and Regulatory Assurance

The combination of immutable session recording and automated redaction transforms regulatory compliance from a barrier into a competitive advantage. By establishing end-to-end security, full auditability, and verifiable control handoffs, Samesurf provides the enterprise-grade foundation needed to deploy Agentic AI confidently in the most complex, high-value, and regulated workflows.

Use Cases in High-Stakes Industries

Financial Services and Advisory

In financial services, Agentic AI shifts the industry from reactive advisory to proactive, continuous portfolio management. The AI agent continuously monitors client portfolios against parameters such as risk tolerance and market signals. When deviations occur, the agent autonomously aggregates real-time data, performs analysis, generates secure reports, and proposes corrective actions. Tasks that once took hours can now be completed in minutes, allowing advisors to manage larger books of business with greater precision. The patented HITL functionality then initiates a secure session for the human advisor to review and approve the proposed changes, ensuring accuracy and regulatory compliance.

During client meetings, the AI agent establishes a secure, interactive session, enabling advisors to illustrate investment impacts, present hypothetical scenarios, and access live data, all within a single, secure simulated session.

Healthcare and Telehealth

Healthcare requires strict adherence to HIPAA standards. Samesurf’s cloud browser architecture provides a secure, install-free environment that isolates sensitive patient data. Combined with patented element redaction, the platform protects PHI while enabling Agentic AI to execute complex workflows under human oversight. This architecture allows healthcare providers to transform remote care, empowering AI agents to assist with multi-step processes while maintaining the highest levels of data integrity and patient privacy.

Insurance, Sales, and Support

In transactional, high-friction industries, Samesurf’s Agentic AI simplifies complex customer interactions. In sales, AI agents can initiate secure simulated sessions to guide potential policyholders through forms, highlight key features, and reduce drop-off rates caused by confusion or complexity. By combining autonomous agent simulation with instant human takeover through control passing, the platform ensures resilient, multi-step workflows.

During claims processing or support interactions, human or AI agents can visually guide customers through portals, demonstrating document uploads or troubleshooting technical issues in real time. This approach reduces stress, minimizes call times, and accelerates resolution while enabling instant HITL intervention to safeguard accuracy and customer satisfaction.

Building a High Barrier in the Agentic AI Ecosystem

Samesurf’s architectural focus on the control and interaction layer establishes a formidable competitive advantage. By securing patents for the Cloud Browser, the Encoder, Simulated Browsing, and Automated Element Redaction, Samesurf controls the foundational governance infrastructure required for large-scale enterprise deployment of Agentic AI on the open web.

This patent dominance creates a high barrier to entry for competing platforms attempting to deliver governed, web-based interaction capabilities. Samesurf’s platform is strategically positioned as the essential execution and governance layer for enterprises in highly regulated industries around the globe.

Bridging AI Intelligence with Legacy Enterprise Infrastructure

A key strength of Samesurf’s architecture is its ability to integrate new AI intelligence with existing enterprise systems. By enabling AI agents to interact with web-based applications through simulated human behavior, the platform eliminates the need for costly and time-consuming system modernization. This capability makes advanced Agentic AI accessible to organizations that rely on legacy portals for core operations.

The system’s REST API and compatibility with external orchestrators further ensure that it can be embedded programmatically into complex enterprise back-end systems, treating visual interaction itself as a controlled and programmable tool.

The Future of the Agentic Organization

Samesurf’s patented framework lays the foundation for the “Agentic Organization,” where human workers take on supervisory roles and AI agents handle complex operational tasks. By providing transparency that solves the Black Box problem, decisive HITL control via in-page control passing, and immutable audit trails, Samesurf allows enterprises to scale automation while maintaining legal and operational trust.

Blueprint for Safe, Scalable Enterprise AI

Samesurf’s innovation is not about building a better core large language model; it is about creating the governance mechanism necessary to deploy any intelligent agent safely and accountably in regulated environments. This platform is defined by three patented pillars:

• Simulated Browsing: Enabling sophisticated, multi-step agent autonomy across any web interface.
• In-Page Control Passing: Guaranteeing instant Human-in-the-Loop intervention for high-value tasks.
• Automated Element Redaction: Ensuring regulatory compliance, including HIPAA and PCI-DSS, during human oversight of sensitive data.

By combining secure, server-driven virtualization with collaborative control, Samesurf provides the foundational layer that will dictate the pace, safety, and reliability of enterprise AI adoption in industries where compliance and accountability are essential.

Visit samesurf.com to learn more or go to https://www.samesurf.com/request-demo to request a demo today.