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UserViewby Upscope

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Embedding UserView Agent view on Another Page Using an Iframe

Embed UserView into your CRM

To embed UserView into your CRM, follow these steps:

  1. Create a new iframe within your system.
  2. Point the iframe to https://userview.com/embed/.
  3. This will display the UserView dashboard within the iframe, allowing you to search for and assist individual users.
  4. When you initiate co-browsing with a user, it will occur within the iframe rather than opening a new tab.