Documentation

What Data Does Upscope Store?

AICopy for LLM

Here's a breakdown of the data that UserView stores for co-browsing and how long it is retained.

Data Retention Notice
This is not a warranty that data will be kept. Unless specified in your Agreement, data might be deleted earlier at any time without notice.

Definitions

TermDefinition
VisitorPerson who shares their screen (has the SDK installed)
AgentPerson who views a Visitor's screen
SessionA screen sharing connection between Visitor and Agent(s)
Session ContentThe actual content being shared during a Session
Short IDUnique identifier assigned by Upscope to a Visitor
Unique IDIdentifier you provide for a Visitor

When using Upscope Cloud, data is processed and stored across our infrastructure:

  • Edge — Datacenter closest to the Visitor (or your chosen region)
  • USA — Main datacenter in the United States

Data Never Sent to Upscope

This data stays in the Visitor's browser and is never transmitted.

DataNotes
Page content before Session startsOnly sent once Session is initiated and authorized
Masked contentElements with no-upscope class or specified in settings
Cookies and browser storageNever accessed
Console content (if disabled)Only sent if console access is enabled AND Session is active

Data Processed But Not Stored

DataLocationNotes
Session HTML contentEdgeDuring active Session only
Audio streamsEdgeIf audio is enabled
Full screen sharingEdgeIf full screen sharing is enabled
Console contentEdgeIf console access is enabled, during Session only
Agent instructions (highlights, clicks, scroll)EdgeDuring active Session only
CRM conversation contentUSAIf using CRM integrations

Data Cached (24 Hours)

DataLocation
Public assets (stylesheets, images, fonts)Edge

Data Stored (1 Week)

DataLocationNotes
Server request logsUSARedacted, DevOps access only
Application telemetryUSAHow users interact with Upscope
Sample connection logsUSARandom sample for debugging

Visitor Data Stored (30 Days)

Stored until 30 days after Visitor's last activity, manual deletion, or account deletion.

DataLocationNotes
Last IP addressEdge
Last page view (timestamp, URL)Edge
Country and cityEdgeDerived from IP, not GPS
Device info (browser, device type)Edge
Online statusEdge
Unique IDEdgeIf provided
Identities (name, email)EdgeIf provided
REST API dataUSASynced from Edge for API access
CRM integration dataUSAIf using CRM integrations

High-volume accounts may have Visitor data auto-deleted after 24 hours.

If Screenshots Enabled

DataLocationNotes
Page HTML (excluding masked areas)EdgeStored on browser until triggered
Visitor journey (clicks, field input)Edge
Recent page URLsEdge

Data Stored Until Account Deletion

DataLocationNotes
Visitor data from SessionsUSAIP, Unique ID, identities
REST API call logsUSARedacted
Session recordings (MP4)EdgeIf recording enabled
Webhook logsUSAWithout request body
Usage statisticsUSASession counts, lengths (no content)
Credit card detailsUSA
OAuth keysUSAFor integrations

Data Stored 1 Year After Account Deletion

DataLocation
Session historyUSA
Agent account detailsUSA
Account settings changesUSA

Data Stored Indefinitely

DataLocation
ContractsUSA
Billing history and detailsUSA
Communications with UpscopeUSA