Documentation

    The Lookup Code

    The lookup code is the easiest way to quickly find a Visitor that is not logged in. You can show the Visitor a four-digit code that they can read over the phone (or send through chat) to the Agent. The Agent would enter the code in the Upscope dashboard and connect to the Visitor right away.

    How to Show the Code

    There are different ways to show the code, which can all be enabled in the settings.

    Control Key

    You can make a popup with the code appear by asking the Visitor to press Ctrl 5 times anywhere on the page. This works great as it doesn't disrupt your layout and doesn't require any setup.

    Widget

    You can show a small widget on the side of the screen which the Visitor can click to see the lookup code.

    HTML Element

    You can have Upscope replace the content of an HTML element with the lookup code. For example, you could configure the element to be #upscope-lookup-code, and have the following on the page:

    <p id="support">
      If you need any help, please read the support agent this code: <span id="upscope-lookup-code"></span>
    </p>

    You can show a popup with the lookup code by creating a link to #upscope-lookup-code.

    <p id="support">
      If the support agent asks you for a code, click <a href="#upscope-lookup-code">here</a>.
    </p>