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. |