Initiating a Session
There are various ways of initiating a cobrowsing session with UserView. Wherever your users are on your site, however you're communicating, locating them is quick and simple.
Method | Description | Useful when |
UserView app: user credentials | Search using their name, email address, and anything else you've passed through our system. | You're on the phone to the user and they're logged into their account. |
UserView app: Lookup code | Search using a unique code linked to the user's screen. | You're on a call and they're logged out of their account. This is the most reliable way of searching so it's useful if a live chat integration isn't working. |
Live chat integrations | Initiate a cobrowsing session from the chat UI. | If you don't want the extra steps of having to search for the user. UserView already which user it is by using the live chat data. |