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UserViewby Upscope
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Cobrowsing Integrations

Cobrowsing integration for your helpdesk and live chat

UserView integrates with LiveChat, Tidio, Drift, Help Scout, Olark and Trengo. Agents launch cobrowsing in one click from the conversation they’re already in and see the customer’s browser without switching tools.

No downloads for your customer, no meeting links for your agents.

Powering leading customer service teams across the globe

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AAA Life Insurance logo
Rockwool logo
ActiveCampaign logo
Sysco logo
Square logo
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Calendly logo
JG Wentworth logo
OneSpan logo
Mercury Insurance logo
Code for America logo
Branch logo
Delta Dental logo
Achieve logo
Wagepoint logo
LaunchGood logo
Harbor Lab logo
Figure logo
Direct Supply logo
Consist logo
Moo logo
AAA Life Insurance logo
Rockwool logo
ActiveCampaign logo
Sysco logo
Square logo
Saga logo
Calendly logo
JG Wentworth logo
OneSpan logo
Mercury Insurance logo
Code for America logo
Branch logo
Delta Dental logo
Achieve logo
Wagepoint logo
LaunchGood logo
Harbor Lab logo
Figure logo
Direct Supply logo
Consist logo
Customer Support

Where support conversations slow down

Your helpdesk holds the conversation. It doesn’t show you what’s on the customer’s screen.

Screenshots go back and forth

Agents ask for a screenshot, wait for the reply, then ask for another one. Every round trip adds hours to the ticket.

Agents leave their helpdesk to see the issue

Switching to a separate screen-sharing app breaks the agent’s flow and loses the context of the conversation.

Video calls are too much for a quick fix

Sending a meeting link and waiting for the customer to join, download and share turns a two-minute question into a scheduled call.

How UserView Compares

A side-by-side on what actually matters: platform coverage, security, and uptime — not marketing claims, just what's public.

CapabilityUserViewcobrowse.ioSurflyFullview
Cross-platform support✓web, iOS, Android✓——
Instant, browser-based sessions✓✓✓✓
No downloads required✓✓✓✓
API integration✓✓~—
Automatic data masking✓✓—✓
Enterprise security✓SOC 2 Type II, ISO 27001, HIPAA, GDPR, CCPA~—✓
Automatically recorded sessions✓——✓
Reliable service✓99.998% uptime———
Transparent pricing✓✓—✕

Solve it in the conversation you’re already in

Book a demo and see how UserView fits into your helpdesk or live chat, and how fast a ticket gets solved when you see the screen.

Every demo includes an extended free trial.

How it works with your helpdesk

Connect UserView to your support tool, then start sessions from the conversations your agents are already in.

1

Open UserView in your support tool

UserView sits inside your helpdesk or live chat, next to the conversation your agent is already working.

2

Click to see the customer’s screen

One click sends the customer a simple permission request. Nothing to download, no link to copy.

3

Guide them to the fix, live

Scroll, click and annotate in their browser tab, then close the ticket in the same conversation.

Security and compliance

Enterprise-grade security. Built for customer trust.

UserView gives your support team full browser visibility without exposing sensitive customer data. Every session is encrypted, tightly controlled, and built to meet global compliance standards.

See what matters. Protect what doesn't.

GDPRHIPAAISO 27001SOC 2
  • End-to-end encryption

    Securely encrypted to protect your customers sensitive information.

  • Configurable data masking

    Decide which data stays hidden with flexible masking options for fields like payment details or account info.

  • Optional data storage

    Session content is only stored if you explicitly enable screenshots or recordings.

  • Globally compliant

    HIPAA Compliant, ISO 27001 Certified, SOC 2 Type II Certified, GDPR Compliant.

FAQs

What does the extended free trial include?

Book a demo and we extend your 14 day free trial to 30 days, so your team can properly test UserView before you decide. Your demo host will confirm what’s included when you book.

Which tools does UserView integrate with?

Zendesk, Intercom, Salesforce, Freshchat, LiveChat, Front, Help Scout, Trengo, Tidio, Drift, Olark, JivoChat, Chatra, tawk.to and Re:amaze. Your demo host can confirm how the integration works with your setup.

What if my support tool isn’t listed?

Our API lets you start and manage sessions programmatically and pull session data into your own helpdesk or customer success platform, so it fits however your stack is set up.

Does my customer need to download anything?

No. Your customer just accepts a permission request in their browser, and your agent sees their active tab straight away.

Can our agents see the customer’s whole screen?

No. Sessions are limited to the active browser tab — no full desktop access, no other open tabs, no background access to anything else on the customer's device.

Is this safe for sensitive customer data?

Yes. Sensitive fields — including payment and identity details — are masked automatically and that data never reaches our servers. UserView is SOC 2 Type II and GDPR compliant.

How long does setup take?

Minutes for the web integration. Mobile SDK integration depends on your release cycle, typically one sprint. Your demo host can walk you through the details.

What customers say
“UserView lets us turn a 30-minute frustration into a 5-minute conversation.”
Jorge Alberto R., Small-Business — G2 review

Solve it in the conversation you’re already in

Book a demo and see how UserView fits into your helpdesk or live chat, and how fast a ticket gets solved when you see the screen.

Every demo includes an extended free trial.