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Getting Started
Getting Started
These articles will walk you through setting up your Upscope account, installing and integrating Upscope.
Heidi Chin avatarJoe avatarMinh Thu Saggers avatar
By Heidi and 3 others4 authors21 articles

Basics


Upscope Universal Co-browsing
Videos on getting started with Upscope
What is co-browsing?
The simple guide to getting started with Upscope co-browsing

Security


Co-browsing and HIPAA compliance
What data does Upscope store?
Upscope and the GDPR

Team


Team access levels

Installation


Using Google Tag Manager to add Upscope
How to install Upscope
On premise deployment of Upscope
What CSP rules do I need for Upscope to work?
How to install Upscope with Shopify
Using Segment to add Upscope
How to make iframes work on Upscope

Settings


How to guide customers on third party websites using Universal Co-browsing
How to only load Upscope for certain users
Add a quick lookup code to provide phone support
Request box messages
Lookup code
Request an agent button
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