Getting Started
Implementation overview
Timeframe
Most implementations will involve simply installing the code onto the site which takes a matter of minutes, this will involve one of your developers to copy and paste the installation code onto your back end.Â
Trial
You'll have two weeks for a trial and a month for a POC (contact sales team).
During this time, you'll have access to all features to test them out.
Team Training
UserVIew is intuitive and training the team on how to use it shouldn't take long.
Here is a team training guide you can customise and send to your team, we're happy to help you customise it, just reach out to us!
Development
Installation
The level of development is dependent on what customization you are looking for.
To install the code itself is a simple copy and paste onto the pages you would like access to during a cobrowsing session and will take minutes.
Masking sensitive information
You’re able to hide parts of the page from your support agents. Elements like passwords and credit card credentials are automatically hidden, but if there are other parts of the page you want to omit, you can set this up.
https://upscope.com/co-browsing-api/docs/javascript-sdk/element-masking
REST API
If you’re looking to embed cobrowsing functionality to a custom-made software either for your own team or to resell to your clients, you can use the cobrowsing API. This will require quite a bit more time and development.
https://upscope.com/co-browsing-api/docs/rest-api
Integrations
Start sessions from your live chat window and see what customers were doing before they reached out with automated screenshots.
The typical integration can take 5 minutes to connect, however there are a couple that require additional steps. Notes that all integrations still need the javascript code installed.
Browse our list of integration partners to see how to connect yours.
App Customization
There are various customization options, such as the level of access your team has, as well as the app experience.
You can explore and change these in your settings (https://app.upscope.io/settings/teams/_/co_browsing)
These are some of the settings we suggest you start with:
Functionality
Enable or disable session clicking, scrolling, and typing
Enable or disable audio calling
Session notes
Enable or disable session recording
Security
Mask elements
Prevent clicking on specific elements
Enable or disable ability to navigate to third party sites
Connect to specific database regions
App Experience
Customise text throughout the experience for agents and users
URL redirects
Team Members
Authentication options like SSO, MFA and login session expiration
Give your team different levels of access to the application, allow them to view reporting, billing, app settings, team management, session history and client data.
Implementation Package
For a smooth journey, let us guide you through start to finish and beyond.
See what the Implementation includes: