Initiating a Session: Lookup Code
Customer View
Agent View
The Lookup code is the most reliable way of finding users. It allows you to find them even when they aren't logged out of their account, whatever page they're on as long as the UserView code is installed.
Each code is unique to every browsing session, therefore a user may have more than one code associated to them if they have your website open on mobile and desktop.
- Enable the setting on https://app.upscope.io/settings/teams/_/search
- When you want to connect, ask your customer to read out the Lookup code (See display options for the Lookup code.)
- Open Userview app
- Paste the code into the search
- Initiate cobrowsing session