Implementation Overview

Most implementations take just minutes. Copy and paste our code snippet, and you're ready to start co-browsing with your customers.

Minutes to install
2 week trial
Full feature access

Getting Started

Three simple steps to launch UserView

1

Install the Code

Copy and paste our JavaScript snippet onto the pages where you want co-browsing enabled. Takes just a few minutes.

View installation docs
2

Configure Settings

Set up your team permissions, customize the experience, and configure any data masking rules for sensitive information.

Customization options
3

Train Your Team

UserView is intuitive. Share our training guide with your team to get everyone up to speed quickly.

View training guide

Development Options

Choose the level of customization that fits your needs

Masking Sensitive Information

Passwords and credit card fields are automatically hidden. For additional privacy, you can mask any page elements you choose.

  • Auto-masked: SSNs, credit cards, passwords
  • Custom masking via dashboard or code
  • Masked data never reaches our servers
Element masking docs

REST API

Building custom software or reselling to clients? Our REST API gives you full programmatic control over co-browsing functionality.

  • Embed co-browsing in your own applications
  • White-label solutions available
  • Full API documentation
API documentation

Integrations

Connect with your existing tools. Most integrations take just 5 minutes to set up.

Start sessions from your live chat window and see what customers were doing before they reached out with automated screenshots. All integrations still require the JavaScript code to be installed on your site.

App Customization

Tailor UserView to match your workflows and security requirements

Functionality

  • • Session clicking, scrolling, typing
  • • Audio calling
  • • Session notes
  • • Session recording

Security

  • • Element masking
  • • Click prevention
  • • Third-party site navigation
  • • Database region selection

Experience

  • • Custom text throughout
  • • URL redirects
  • • Branding options
  • • Notification settings

Team Members

  • • SSO, MFA, session expiration
  • • Role-based access
  • • Reporting permissions
  • • Client data access

Implementation Package

For a smooth journey, let us guide you from start to finish and beyond.

Ready to Transform your Customer Support?

Join hundreds of companies using UserView to deliver faster, more effective customer support experiences.

Customer support team with headsets working at computers
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