Upscope

Heidi Chin

These articles will walk you through setting up your Upscope account, installing and integrating Upscope. 

Universal Co-browsing is completely code free, requiring no additional installation of a javascript snippet and works across all websites.

See videos on all key features including how to install Upscope, run your first session, how other key features work and how to configure it

Co-browsing is instant and interactive no-download screen sharing where an agent draw on a client's screen and remotely click for them.

This covers how to instantly get started with Universal Co-browsing and how to do the full install based regular Co-browsing.

Upscope is HIPAA compliant and ISO27001 certified with signed BAAs, immutable audit logs and individual access controls.

Here's a breakdown of the type of data that we store and how long we retain it for.

This covers key questions you may have on Upscope's measures for the GDPR.

Add upscope using GTM by choosing 'custom html' as the tag type and then 'all pages' as the trigger.

Find out how to install Upscope on your website.

Learn more about our on-premise deployment solution for enterprises.

Upscope needs to run javascript code on your website and connect to our server. These are the Content Security Policy rules you'll need.

Steps on how to install Upscope onto your Shopify e-commerce

You can use Segment to add Upscope to your application

Learn how to make your iframes work on Upscope.

Guide customers on 3rd party websites using the Upscope Universal Co-browsing system. See how to enable it and begin a session below.

If you have a high volume website and don't want Upscope to load every time, use this method.

Learn how to add a code to your page to quickly identify the user on the Upscope dashboard.

Learn how you can customize the pop-up alerts that notify customers when you want to initiate a co-browse session.