What is Upscope?

Upscope is a next-generation cobrowsing and screen sharing platform designed for support and sales teams. With Upscope, agents can instantly share their screens with customers on any device, guide them through websites or presentations, and offer collaborative scrolling, clicking, and typing functionalities. The service is highly secure, with SOC 2 and ISO27001 certifications, advanced masking of sensitive data, and infrastructure built for high reliability and performance.

Designed for seamless integration into websites and CRMs, Upscope supports Salesforce integration, Google SSO, multi-team management, and detailed permission controls. Organizations benefit from global server coverage for optimal speed, robust session recording, audit logs, and scalability to support large teams and multiple concurrent sessions. Optional features like white-labeling, on-premise hosting, and enterprise support packages are also available, making Upscope suitable for businesses with demanding compliance and security requirements.

Features

Instant Screen Sharing: Share screens instantly to client devices with one click.
Collaborative Interaction: Enable real-time scrolling, clicking, and typing with customers.
Advanced Security: SOC 2 and ISO27001 certified with regular audits and penetration tests.
Data Masking: Mask sensitive information at the field, block, or page level.
High Performance Uptime: 99.998% uptime and global regional servers for optimized speed.
Scalability: Supports thousands of concurrent agents and large organizations.
Salesforce Integration: Deliver custom client presentations within Salesforce.
Team Management: Multi-team support with detailed permissions and team administration.
Session Recording: Record and archive interaction sessions for auditing and training.
White-Labeling and On-Premise Hosting: Fully customizable and private deployments available.

Use Cases

Remote customer support with secure, real-time cobrowsing.
Guided sales presentations and onboarding for prospects and clients.
Collaborative website troubleshooting and walkthroughs for technical support.
Onboarding customers through complex digital forms or products.
Improving digital adoption and reducing drop-off rates during user journeys.
Providing audit-ready support for industries with strict compliance needs.

FAQs

What makes Upscope secure for sensitive industries?

Upscope is SOC 2 and ISO27001 certified, implements advanced data masking, and offers on-premise hosting options, making it suitable for industries with strict data protection and compliance requirements.
Can Upscope be integrated with existing CRMs or websites?

Yes, Upscope can be embedded directly into websites or integrated with CRMs such as Salesforce for tailored client presentations and workflows.
Does Upscope support large organizations with many agents?

Yes, Upscope handles thousands of concurrent agents, multi-team environments, and offers scalable billing and management features.
Does Upscope offer session recordings and audit logs?

Yes, session recording and audit logs are available as add-on features, providing accountability and transparency for all support or sales interactions.