Freshchat

How to Integrate with Freshchat

Learn how to make the screenshare link appear on the side of the Freshchat interface, enabling you to instantly co-browse with any customer during chats.

UserView Co-Browsing offers instant and interactive screen sharing. A support agent chatting with a customer can not only see what the customer sees with just one click—without any downloads—but can also send their cursor over the internet to appear on the customer's screen, allowing them to click and scroll on behalf of the customer.

With Upscope, you can make even your least tech-savvy customers feel comfortable by clicking and scrolling for them on their screen as if you're sitting right there.

Integration Steps

To integrate UserView into Freshchat, follow these steps:

1. Install Upscope: Add the installation code to your page. The installation code can be found here.
2. Generate a Token: In Upscope, navigate to Settings » Integrations and click on Freshchat to generate a token.
3. Access Freshchat Marketplace: Copy the token and go to the Freshchat Marketplace.
4. Install the App: After installing the app, paste the token you copied from Upscope when prompted.
5. Configure Freshworks: Within Freshworks, go to Admin Settings » Contacts. Under Basic information, create a new text field called upscope_screenshare.