API Endpoints

Retrieving Usage Statistics

Use this endpoint to retrieve statistics about your account's usage.

Request

GET https://api.upscope.io/v1.3/usage

Response

// HTTP 200
{
  "status": "ok",
  "usage": {
      "agents": {
          "last_30_days": 10,
          "today": 0
      },
      "session_counts": {
          "last_30_days": 20,
          "now": 0,
          "today": 0
      },
      "session_seconds": {
          "last_30_days": 5000,
          "today": 0
      },
      "visitors": {
          "last_24_hrs": 50000,
          "online_now": 400
      }
  }
}

Field	Type	Description
`usage.agents.last_30_days`	`integer`	Number of Agents who used Upscope in the last 30 days.
`usage.agents.today`	`integer`	Number of Agents who used Upscope in the last 24 hours.
`usage.session_counts.last_30_days`	`integer`	Number of Sessions in the last 30 days.
`usage.session_counts.now`	`integer`	Number of Sessions currently ongoing.
`usage.session_counts.today`	`integer`	Number of Sessions in the last 24 hours.
`usage.session_seconds.last_30_days`	`integer`	Number of Session seconds in the past 30 days.
`usage.session_seconds.today`	`integer`	Number of Session seconds in the past 24 hours.
`usage.visitors.last_24_hrs`	`integer`	Number of Visitors in the past 24 hours.
`usage.visitors.online_now`	`integer`	Number of Visitors online now.

Searching for a Visitor or Retrieving a List of Visitors

Use this endpoint to search for a particular Visitor or to show a list of recently online Visitors.

Know the Visitor's ID?

If you know the Visitor's ID, avoid using the search functionality and instead use the direct endpoint, which will be considerably faster.

Need just 1 result?

Make sure to set max_results to 1. This will be considerably faster as our API service will be making a bunch of parallel requests to all the co-browsing regions you have enabled, and by setting to 1, it can respond to you as soon as it gets the first result.

Request

GET https://api.upscope.io/v1.3/list

Parameter	Type	Description
`search`	`string`	The search query in this format. If left empty, the latest Visitors will be returned.
`max_results`	`number`	The max number of results to return, up to 10. Defaults to 10. Setting this to `1` will make the search faster.

Response

// HTTP 200
{
  "status": "ok",
  "visitors": [
    {
      "short_id": "1234",
      // ...
    }
  ]
}

Field	Type	Description
`visitors`	`Visitor[]`	List of Visitors matching the query.
`visitors.sessions`	`Session[]`	List of the Visitor's last 50 Sessions.

Retrieving a Visitor

Use this endpoint to retrieve a particular Visitor.

Request

GET https://api.upscope.io/v1.3/visitors/{visitor_id}

Parameter	Type	Description
`{visitor_id}`	`string`	The short id of the Visitor.

Response

// HTTP 200
{
  "status": "ok",
  "visitor": {
    "short_id": "1234",
    // ...
  }
}

Field	Type	Description
`visitor`	`Visitor`	The Visitor.

Errors

Code	Description
`404`	The Visitor does not exist.

Use this endpoint to generate a Secure watch link that enables whoever opens it to start a co-browsing Session with the Visitor without needing to be logged into Upscope as an Agent.

The link doesn't last long

The link returned by this endpoint doesn't last long and it's not meant to be stored anywhere. Ideally, the Agent will make a request to an endpoint on your server, which makes this request behind the scenes and redirects the Agent to the watch_url immediately. Your integration should never rely on storing the Secure watch link anywhere for any length of time.

Request

POST https://api.upscope.io/v1.3/visitors/{visitor_id}/watch_url
{
  "branding": {
    "naked": true,
  },
  "permissions": {},
  "agent": {
    "id": "123",
    "name": "Joe Smith"
  },
  "metadata": {},
  "webhook_url": "https://example.com"
}

Parameter	Type	Description
`{visitor_id}`	`string`	The short id of the Visitor.
`agent.id`	`string`	The ID of the Agent
`agent.name`	`string`, optional	The name of the Agent
`branding.naked`	`false`, `true`, or `"page_only"`	If `true`, the Upscope logo will not be shown on the page. This is ideal if you want to display the page inside an iframe. Defaults to `false`. Can be set to `page_only` to remove everything, including the Agent's UI. You can then control the Session by post-messaging the iframe.
`branding.on_end_url`	`string`, optional	If set, the agent will be redirected to this URL after the Session ends. If not set, the window will be attempted to be closed. Defaults to `null`.
`branding.retry_url`	`string`, optional	If set, the visitor will be able to click a "Retry now" link that redirects to this URL if there are problems. When `null`, no button is displayed. Defaults to `null`.
`initial_notes`	`string`, optional	The starting state of the Agent notes for the Session. You can use this to add a template of what they should fill out.
`metadata`	`Record<string, string>`, optional	A JSON-encodeable object of metadata to add to the Session object. This can be used when retrieving a list of Sessions to run your own analytics. The object should be flat, meaning values can only be strings, numbers, or booleans.
`permissions.allow_agent_redirect`	`boolean`	Whether the agent should have access to remote agent redirect & reload features (defaults to `true`, unless disabled through the Javascript SDK).
`permissions.allow_audio`	`boolean`	Whether the agent should have access to audio (defaults to `true`, unless disabled through the Javascript SDK).
`permissions.allow_click`	`boolean`	Whether the agent should have access to remote click (defaults to `true`, unless disabled through the Javascript SDK).
`permissions.allow_console`	`boolean`	Whether the agent should have access to remote console capabilities (defaults to `false`).
`permissions.allow_draw`	`boolean`	Whether the agent should have access to drawing (defaults to `true`, unless disabled through the Javascript SDK).
`permissions.allow_scroll`	`boolean`	Whether the agent should have access to remote scroll (defaults to `true`, unless disabled through the Javascript SDK).
`permissions.allow_type`	`boolean`	Whether the agent should have access to remote type (defaults to `true`, unless disabled through the Javascript SDK).
`permissions.allow_confetti`	`boolean`	Whether the agent should have access to throw confetti (defaults to `true`).
`permissions.allow_notes`	`boolean`	Whether the agent should be able to leave notes (defaults to `true`).
`permissions.allow_show_agent_screen`	`boolean`	Whether the agent should be able to share their screen to the Visitor (defaults to `true`).
`permissions.allow_request_visitor_screen`	`boolean`	Whether the agent should be able to ask the Visitor to share their full screen (defaults to `true`).
`permissions.hide_private_details`	`boolean`	Whether the Visitor private information (such as IP address) should be hidden from the Agent (defaults to `false`).
`language`	`string`	The language to use for the interface. Defaults to the user's browser.
`viewer.id`	`string`, optional	The ID of the person viewing the screen (in case this is not the Agent).
`viewer.name`	`string`, optional	The name of the person viewing the screen (in case this is not the Agent).
`webhook_url`	`string`, URL, optional	After the session is ended, a POST request will be made to this URL, sending the Session data as JSON.

Response

HTTP 200
{
    "status": "ok",
    "watch_url": "https://cobrowsingapi.com/session/a964e00a-c685-4d54-98d4-ea0bcb154d57",
    "expiration": "2022-01-11T18:01:49.700Z"
}

Field	Type	Description
`expiration`	`Datetime` (ISO 8601)	Time at which the link is no longer valid.
`watch_url`	`string`	The Secure watch URL.

Errors

Code	Description
`404`	The Visitor does not exist.
`402`	This Session would put you over your subscription limits.

Stopping an Active Session

Use this endpoint to stop an active Session.

Request

DELETE https://api.upscope.io/v1.3/visitors/{visitor_id}/session

Parameter	Type	Description
`{visitor_id}`	`string`	The short id of the Visitor.

Response

// HTTP 200
{
  "status": "ok"
}

Errors

Code	Description
`404`	The Visitor does not exist.

Deleting a Visitor from Upscope

Use this endpoint to delete a Visitor from Upscope entirely. You can only delete Visitors who are not currently online.

Request

DELETE https://api.upscope.io/v1.3/visitors/{visitor_id}

Parameter	Type	Description
`{visitor_id}`	`string`	The short id of the Visitor.

Response

// HTTP 200
{
  "status": "ok"
}

Errors

Code	Description
`404`	The Visitor does not exist.
`409`	The Visitor is online.

Deleting All Visitors from Upscope

Use this endpoint to delete all Visitors from your Upscope account. This will delete only Visitors that are offline.

Request

DELETE https://api.upscope.io/v1.3/visitors?all=true

Parameter	Type	Description
`all`	`boolean`	Set to `true` to confirm deleting all Visitors.

Response

// HTTP 200
{
  "status": "ok"
}

Agent Lookup

Use this endpoint to lookup an agent from your Upscope account.

You must send either the email or the external_id

Using the email it will lookup for users from your account, while using the external_id it will lookup for external agents from your account. If you use any other parameter rather than email or external_id it will return not found.

Request

GET https://api.upscope.io/v1.3/agents/lookup?email=john@acme.com

Parameter	Type	Description
`email`	`string` (Only specify `email` or `external_id`)	The Agent email, this will return a HelloScreen or UserView user.
`external_id`	`string` (Only specify `email` or `external_id`)	The External Agent id, this will return a Co-Browsing API Agent.

Response

// HTTP 200
{
  "agent": {
    "id": "u_1234",
    // ... Agent data
  },
  "status": "ok"
}

Field	Type	Description
`agent`	`Agent`	The Agent who started or joined the Session as an observer
`agent.sessions`	`Session[]`	The list of the agent's last 10 sessions.

Errors

Code	Description
`404`	Agent not found

Retrieving a List of Sessions

Use this endpoint to retrieve a list of Sessions.

Request

GET https://api.upscope.io/v1.3/cobrowsing_sessions/list

Parameter	Type	Description
`before_id`	`string`, optional	Only list Sessions that happened before the Session with the specified id (used for pagination)
`after_id`	`string`, optional	Only list Sessions that happened before the Session with the specified id (used for pagination)
`ongoing_only`	`boolean` (defaults to `false`)	Only list Sessions that are currently active.
`updated_after`	`Datetime`, optional	Only list Sessions that have had some sort of update to their record after this time.

Response

// HTTP 200
{
    "status": "ok",
    "cobrowsing_sessions": [
      {
        id: "s_123",
		// ... Session details
      }
	],
    "has_more": true,
    "last_id": "s_456"
}

Field	Type	Description
`cobrowsing_sessions`	`Session[]`	A list of Sessions, sorted by start date, from first to last.
`has_more`	`boolean`	Whether there are more Sessions matching your filter. (If so, paginate by changing the `after_id`)
`last_id`	`string \| null`	The id of the last Session. This is always the same as the last Session from the array, and can be used as a cursor with `after_id`.

Authorizing an On-Premise Session

Use this endpoint to authorize an on-premise Session.

Using our Dashboard?

If you have integrated your on-premise version of Upscope to our dashboard, you don't need to use the API. It all just works.

Request

POST https://api.upscope.io/v1.3/onpremise/token
{
  "visitor_id": "VISITOR123",
  "agent": {
    "id": "123",
    "name": "Joe Smith"
  }
}

Parameter	Type	Description
`agent.id`	`string`	The ID of the Agent (required).
`agent.name`	`string`	The name of the Agent (required).
`visitor_id`	`string`	The ID of the Visitor you want to co-browse with.

Response

// HTTP 200
{
    "authorized": true,
    "token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJzdWIiOiIxMjM0NTY3ODkw...."
}

Field	Type	Description
`authorized`	`boolean`	`true` to indicate the Session was authorized.
`token`	`string`	The `token` to send to the on-premise version of Upscope.

Errors

Code	Description
`402`	This session was not authorized.

Documentation

API Endpoints

Retrieving Usage Statistics

Searching for a Visitor or Retrieving a List of Visitors

Retrieving a Visitor

Generating a Link to Start Screen Sharing with a Visitor

Stopping an Active Session

Deleting a Visitor from Upscope

Deleting All Visitors from Upscope

Agent Lookup

Retrieving a List of Sessions

Authorizing an On-Premise Session