Getting Started

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

19 articles in this collection
Written by Joe, Minh Thu Saggers, and Heidi Chin

Basics

What is co-browsing?

What is co-browsing and how does it work?

Written by Minh Thu Saggers
Updated over a week ago

The simple guide to getting started with Upscope co-browsing

This covers how to install, configure and get started with your first Upscope co-browsing session with your users.

Written by Joe
Updated over a week ago

Security

Co-browsing and HIPAA compliance

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

Written by Joe
Updated over a week ago

What data does Upscope store?

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

Written by Joe
Updated over a week ago

Upscope and the GDPR

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

Written by Joe
Updated over a week ago

Team

Team access levels

Set the right permissions for your team.

Written by Heidi Chin
Updated over a week ago

Installation

Using Google Tag Manager to add Upscope

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

Written by Joe
Updated over a week ago

How to install Upscope

Find out how to install Upscope on your website.

Written by Joe
Updated over a week ago

On premise deployment of Upscope

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

Written by Joe
Updated over a week ago

What CSP rules do I need for Upscope to work?

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

Written by Joe
Updated over a week ago

How to install Upscope with Shopify

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

Written by Minh Thu Saggers
Updated over a week ago

Using Segment to add Upscope

You can use Segment to add Upscope to your application

Written by Joe
Updated over a week ago

How to make iframes work on Upscope

Iframes work automatically if they are on the same domain, but you'll need to add some code to make it work on different domains

Written by Joe
Updated over a week ago

Settings

How to guide customers on third party websites

You can guide customers on 3rd party websites using the Upscope proxy browsing system. See how to enable it and begin a session below.

Written by Heidi Chin
Updated over a week ago

How to only load Upscope for certain users

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

Written by Joe
Updated over a week ago

Add a quick lookup code to provide phone support

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

Written by Joe
Updated over a week ago

Request box messages

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

Written by Heidi Chin
Updated over a week ago

Lookup code

Find your user easily with a code on your webpage!

Written by Heidi Chin
Updated over a week ago

Request an agent button

Add a button onto your website for users to easily request for help!

Written by Heidi Chin
Updated over a week ago