Initiating a Session

There are various ways to initiate a co-browsing session with UserView. No matter where your users are on your site or how you're communicating, locating them is quick and simple.

Methods to Initiate a Session

Method	Description	Useful When
UserView app: User Credentials	Search using their name, email address, and any other information you've passed through our system.	You're on the phone with 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, especially if a LiveDocument integration isn't working.
Live Chat Integrations	Initiate a co-browsing session from the chat UI.	If you want to avoid extra steps of searching for the user. UserView already identifies the user using live chat data.