HelpScout

Integrate Upscope and Beacon live chat by Helpscout to start a co-browsing session directly from a chat in Beacon. By installing Upscope on your website, the link will automatically appear within your chat window.

Steps to Integrate

1. Install Upscope on your website.

2. Add Screenshare as a custom property to your custom properties page within HelpScout.

   Important Note

   Please make sure to enter exactly the word Screenshare, including the capital 'S'.

   

3. Ensure both the agent's and customer's browser tabs are refreshed.

4. While in a conversation, click the Screenshare link on the right-hand side.

   

   This will open up a co-browsing session in another tab. By default, it will ask the customer for permission to begin the co-browsing session. Once they accept, you can start co-browsing and use the cursor tool to scroll, click, and type for them.

You're set up and running 🎉

For any questions, please schedule a call at userview.com/demo or email sales@upscope.io for other inquiries.