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CRM integrations

Unless specifically turned off in your configuration, Upscope will attempt to automatically integrate with most major Live chat providers.

Automatic integrations include:

  • Chatra
  • Drift
  • Freshchat
  • Front
  • Happyfox
  • Helpscout
  • Intercom
  • Livechat
  • Olark
  • Reamaze
  • Salesforce
  • Zendesk
  • Zoho

Integrating with a new system

Integrating with other systems you might be using is very easy if they support custom attributes.

For example, imagine you use Acmechat to connect with your Visitors via web chat.

Acmechat's SDK has an option to set custom attributes before a chat starts by calling window.acmechat.set_custom_attributes({key: value});.

All you'd need to do to build a simple integration is:

Upscope('getWatchLink', link => {
  window.acmechat.set_custom_attributes({'Cobrowse': link});

This would most likely mean that your Agents will now see a link next to all their chat conversations that leads directly to the Visitor's screen.