Setup
Integrate your live chat platform
UserView co-browsing is available for a number of live chat systems and the installation is a simple copy and paste in most cases.
There are multiple ways of starting a session, so determine how your company has implemented the solution.
Step 1: get your installation code
Sign up for the free UserView trial on the home page (https://userview.com/)
Get your installation code from your settings (https://app.upscope.io/install)
Step 2: install the code
Paste the UserView installation code on the same page as the live chat code (this will need to be done by someone on your development team or whoever has access to your website code).
Step 3: connect the integration
Look either in your live chat marketplace or from within your UserView settings to connect the integration
Follow the steps to connect up the integration
Additional steps
Due to the way some APIs work, you might have to perform some additional steps to get the integration going, browse our integrations to find out if this applies in your case.
Integration Apps
Note: In some cases, UserView has a more complete integration in the form of a custom built app which you can typically add to the live chat system via their marketplace. Currently Upscope has custom apps for Intercom, Zendesk, LiveChat, Frontapp. You can search on their marketplaces for the "UserView Co-Browsing" integration and add it. Each of the live chat systems contains details on how to install the custom app if it has one.
Visit the Integrations page to find more complete instructions on how to integrate UserView with the Live Chat tool you are using.