Getting Started

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

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 access levels

Set the right permissions for your team.

Written by Heidi Chin
Updated over a week ago

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

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

JivoChat integration

You can add Upscope Co-browsing to JivoChat and instantly begin a screen share with your customers, without any downloads needed.

Written by Pardeep Kullar
Updated over a week ago

Tidio integration

You can add Upscope co-browsing to Tidio chat and instantly begin a screen share with your customers without any downloads needed.

Written by Pardeep Kullar
Updated over a week ago

Turn on the screenshot feature in Intercom

Learn how to enable the Upscope screenshot feature in Intercom to see what your user was doing before they started a chat.

Written by Pardeep Kullar
Updated over a week ago

Front integration

Upscope's app for Front's live chat allows a support agent to see a customer's screen and draw on it, in one click and without downloads.

Written by Pardeep Kullar
Updated over a week ago

All live chat integrations

Upscope co-browsing is available for a number of live chat systems and the installation is a simple copy and paste.

Written by Joe
Updated over a week ago

Intercom Integration Troubleshooting

Below we've listed some key points on fixing common issues with Upscope's Intercom integration.

Written by Joe
Updated over a week ago

Zoho SalesIQ integration

Integrate Upscope and Zoho by adding a 'screenshare' link into SalesIQ

Written by Minh Thu Saggers
Updated over a week ago

Chatra integration

Upscope integrates with Chatra allowing one click screen sharing.

Written by Joe
Updated over a week ago

Drift integration

Upscope integrates with Drift allowing you to go from chat to viewing a user in seconds.

Written by Joe
Updated over a week ago

Re:amaze live chat integration

Reamaze combines email, social media, mobile, and live chat conversations. No ticket numbers. No logins. Straight to the conversation.

Written by Joe
Updated over a week ago

How to Integrate with Freshdesk

How to make the screenshare link appear on the side of the Freshchat interface.

Written by Minh Thu Saggers
Updated over a week ago

Hippochat by Jungleworks integration

Steps on how to integrate Hippochat and Upscope

Written by Minh Thu Saggers
Updated over a week ago

How to use Upscope with Intercom

See what your customer sees and guide them using the Upscope Co-browsing app for Intercom.

Written by Joe
Updated over a week ago

Olark integration

The Olark live chat app is used by more than 12,000 businesses and the integration with Upscope co-browsing is simple.

Written by Joe
Updated over a week ago

Beacon by Helpscout Integration

Integrate Upscope and Beacon live chat by Helpscout

Written by Minh Thu Saggers
Updated over a week ago

Zendesk integration

Install the Upscope app for Zendesk to not only start a screenshare instantly, without downloads but also see screenshots!

Written by Joe
Updated over a week ago

LiveChat integration

Upscope co-browsing is available for LiveChat and the installation takes 3 steps.

Written by Joe
Updated over a week ago

Salesforce integration

Learn how to connect Upscope to your Salesforce instance

Written by Joe
Updated over a week ago

Deskpro integration

Integrate Upscope co-browsing with your Deskpro live chat to provide your agents with the ability to instantly screen share with customers.

Written by Pardeep Kullar
Updated over a week ago

Integrate and white-label Upscope

Integrate Upscope into your own system by building it into it for your agents and your end users

Written by Minh Thu Saggers
Updated over a week ago

How to white label Upscope and integrate it into your platform for 1000s of your clients and their respective support agents

When you have a software solution purchased by clients for their own support agents and they want co-browsing, this is how to do it.

Written by Minh Thu Saggers
Updated over a week ago

Examples of using the Upscope Co-browsing javascript and REST API

See examples of using the co-browsing javascript API and REST API to integrate Upscope into your platform for your or your client's agents.

Written by Pardeep Kullar
Updated over a week ago