TrustRadius: an HG Insights company

What is Upscope?

Upscope is a cobrowsing software designed to provide real-time assistance to customers by allowing support and sales teams to remotely view their screens. According to the vendor, this tool simplifies the process of screen sharing and enables teams to guide customers through complex processes or troubleshoot technical issues seamlessly. Upscope is suitable for companies of all sizes and is utilized by professionals in various industries, including customer support, product management, remote sales, innovation engineering, and solutions consulting.

Key Features

Co-browsing API: Upscope offers a fully customizable and secure Co-Browsing API that allows developers to integrate co-browsing functionality into their own applications or platforms. The API enables sharing screens with customers, guiding them through presentations or forms, and even facilitating peer-to-peer screen sharing.

HelloScreen: HelloScreen is a cobrowsing software that enables support and sales teams to guide customers online without the need for screen sharing. It provides a seamless onboarding and support experience by allowing agents to view the customer's screen, highlight important areas, type, and click together in real-time.

Visual Communication Tools: Upscope's visual communication tools empower support and sales teams to effectively engage with users of all technical levels. By gaining visibility into the customer's screen with a single click, teams can understand and assist customers through their challenges or questions.

See Your Customer's Screen: Upscope allows support teams to see what the customer sees on their screen without the need for screen sharing. This feature provides immediate insight into the customer's issue or query, reducing frustration and the need for repetitive explanations.

Integrations: Upscope seamlessly integrates with popular live chat platforms such as Drift, Freshchat, HelpScout, Intercom, LiveChat, Olark, Re:amaze, Salesforce, and Zendesk. These integrations enable support teams to initiate co-browsing sessions directly from the chat interface.

Transform Your Onboarding Process: Upscope's screen sharing functionality is designed to transform remote onboarding processes. It empowers teams to deliver an interactive experience by remotely guiding customers through complex processes or product demonstrations.

Supercharge Your Remote Sales Process: Upscope's screen sharing capabilities are beneficial for remote sales teams. It allows sales representatives to share their screen with customers, providing a compelling visual sales experience.

HIPAA Compliant Screen Sharing: Upscope's co-browsing functionality is HIPAA compliant, making it suitable for healthcare organizations and other industries with stringent data privacy regulations.

Categories & Use Cases