Implementation Overview
Implementing UserView is straightforward and can be completed quickly. This guide provides an overview of the steps involved in getting started with UserView.
Timeframe
Most implementations involve simply installing the code onto your site, which takes a matter of minutes. This requires one of your developers to copy and paste the installation code onto your backend.
Trial
You'll have two weeks for a trial and a month for a Proof of Concept (POC). During this time, you'll have access to all features to test them out.
For more information about the trial and POC, please contact our sales team.
Team Training
UserView is intuitive, and training your team on how to use it shouldn't take long. You can customize and send the following team training guide to your team. We're happy to help you customize it; just reach out to us!
Development
Installation
The level of development depends on the customization you are looking for. Installing the code itself is a simple copy and paste onto the pages you would like access to during a Co-Browsing session and will take minutes.
Masking Sensitive Information
You can 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.
REST API
If you’re looking to embed Co-Browsing functionality into custom-made software either for your own team or to resell to your clients, you can use the Co-Browsing API. This will require more time and development.
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. Note 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.
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 the ability to navigate to third-party sites
- Connect to specific database regions
App Experience
- Customize 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, allowing 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.