Documentation

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.

Contact Sales

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!

View Team Training Doc

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.

Element Masking

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.

REST API Documentation

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.

App Customization 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.

What the Implementation Package Includes