Upscope

Heidi Chin

Minh Thu Saggers

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

Getting Started

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

Upscope Universal Co-browsing

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

Videos on getting started with Upscope

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

What is co-browsing?

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

The simple guide to getting started with Upscope co-browsing

Pardeep Kullar

Basics

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

Co-browsing and HIPAA compliance

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

What data does Upscope store?

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

Upscope and the GDPR

Security

Team access levels

Team

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

Using Google Tag Manager to add Upscope

Find out how to install Upscope on your website.

How to install Upscope

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

On premise deployment of Upscope

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

What CSP rules do I need for Upscope to work?

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

How to install Upscope with Shopify

You can use Segment to add Upscope to your application

Using Segment to add Upscope

Learn how to make your iframes work on Upscope.

How to make iframes work on Upscope

Installation

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

How to guide customers on third party websites using Universal Co-browsing

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

How to only load Upscope for certain users

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

Add a quick lookup code to provide phone support

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

Getting Started

Basics

Security

Team

Installation

Settings