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Getting Started
The simple guide to getting started with Upscope co-browsing
The simple guide to getting started with Upscope co-browsing
This covers how to instantly get started with Universal Co-browsing and how to do the full install based regular Co-browsing.
Joe avatar
Written by Joe
Updated over a week ago

Table of contents

  1. Instant quick start test using Upscope Universal Co-browsing

  2. Universal Co-browsing vs regular Co-browsing

  3. Install regular Co-browsing

  4. Integrate Upscope with your live chat system.

  5. Invite team members to your account.

  6. Do you provide phone support? Use the 5 key press.

  7. Enable and disable features.

  8. Find out about custom installs, on-premise, the REST API and more.

1. Start your first Universal Co-browsing session in 30 seconds

Once you've created an account you're ready to go with the new instant Upscope Universal Co-browsing.

Follow these 3 steps

A. Go to and click 'Start Session'

B. You'll be directed to a page containing your own personal Co-browsing link

C. Send that link to your customer or open it in a new tab if you're just testing

DONE! The session has started.

You're now Co-browsing.

Try out the little controls at the bottom to test out highlighting, scrolling, clicking and other interactive features.

Try changing the URL to or another website to direct them there as well.

2. Universal Co-browsing vs regular Co-browsing

Regular Co-browsing

> Requires installation of the Upscope javascript snippet

> Only works on the website where you've installed the snippet

> Great for when you need to support logged in customers on one website

Universal Co-browsing

> No installation of code needed

> Works on any website

> Great when you need to support customers across multiple websites

> Customers would need to login again

Regular Co-browsing requires installing the Upscope javascript code and we cover how to do that below.

3. Install regular Upscope Co-browsing and test your first screen share

The simple way to install Upscope and try your first screen share is:

  1. Grab the javascript code from the installation page

  2. Add that javascript code to all pages on which you wish to screen share. You can paste it anywhere on the page.

  3. Go to Upscope and see a list of current users on pages where you placed the javascript code. (Open up a separate incognito window to test.)

Once the screen sharing session begins you can highlight, scroll and click using the tools on the bottom right of the Upscope viewing window. 

You can also begin a browser to browser audio call by clicking the green phone button on the bottom right. You can start audio calls with users but only after a screen sharing session has begun.

⚠️ Please note: While you can use Google Tag Manager to install Upscope, we recommend adding the code directly to your website as some 3rd party extensions like adblockers will block the Upscope code and hinder screen sharing.

Installing Upscope on an iframe? The video above mentions a separate iframe installation but fortunately this is not a requirement anymore.

4. Integrate Upscope with your live chat system

Note: This applies to regular Co-browsing. With Upscope Universal Co-browsing you'd simply need to send your link to the customer over live chat.

Upscope Co-browsing was built to auto-integrate with live chat systems in most cases.

Once you’ve copied and pasted the Upscope javascript code onto the same page as the live chat code, a screen share link appears in the live chat chat panel.

After install, please make sure you refresh the user’s page and the agent’s live chat panel.

Integrating with Intercom, Helpscout and others.

Some integrations take a couple of more steps or go a little further e.g. Intercom, where you can begin a live chat from directly within a chat. 

Fortunately, every integration has a unique document covering the key steps. See here.

5. Invite team members to your account

You can choose to:

  1. Directly invite them by entering their email into the team members section under settings.

  2. Alternatively, you can enable the option in your general settings to let anyone with the same domain name to sign up without an invite. For example, if you worked at then anyone with an email address can sign up themselves without you needing to invite them, once this option is enabled.

Add teammates without being charged for them

If you're on a payment plan with say 5 agents, you can still add additional teammates for managing team members or billing, without having to pay more. They're only counted as agents if they actively screen share.

6. Use the five key press to support incoming callers

Note: This applies to regular Co-browsing and not Universal Co-browsing

When someone phones in it’s essential to have a way to quickly view their screen to help them.

You can do this by asking the user to press the Control (ctrl) key 5 times on their keyboard. 

This will make a unique 4 digit code appear on their screen. Ask them to read that out and enter it into the search bar on the search page to see their screen.

7. Enable and disable features

You may not need all the default features or you may wish to explore additional features. 

Almost everything can be enabled or disabled within your Upscope general settings by the account owner or anyone else given permissions.

For example, you might wish to enable or disable the request for agent button, the phone support code, or even the ability to scroll and click for the user.

8. Find out about custom integrations, on-premise, using the REST API and more

You can find out about further features by either looking through our help section or contacting our team on live chat or by sending an email to

We have worked with customers on integrating Upscope into new live chat systems, doing on-premise installs, confirming data security compliance and more. 

Topics you may wish to enquire about include:

  • Integrating Upscope into a live chat tool not currently listed.

  • On-premise deployment of Upscope.

  • Using the REST API to control and manage your own agent login process. 

  • HIPAA compliance.

  • Data security processes and procedures.

Troubleshooting an integration

Getting setup might involve testing on your local server which has restrictions so please watch this brief video to bypass the most common problems.

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