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Getting Started
Getting Started
These articles will walk you through setting up your Upscope account, installing and integrating Upscope.
By Heidi and 3 others
4 authors
21 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