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A recording starts with a link. You create a recording link in Userplane, share it with your customer, and they record their screen directly in the browser — no installs required.
1

Open the Create Link dialog

Click the Create Link button in the top right corner.
2

Fill in the link details

  • Project — choose which project this recording belongs to. This helps you organize and filter recordings later.
  • Domain — select a verified domain to brand the recording link with your site’s identity. Optional but recommended.
  • Reference — add an external reference like a ticket number or URL (e.g. JIRA-456, a GitHub issue link). This makes it easy to find the recording later.
  • Reusable — toggle whether the link can be used once or multiple times.
3

Copy and share

Click Create and copy the link.
Send the recording link to your customer through any channel — email, live chat, Intercom, Slack, or your help desk. When the customer opens the link, they see a branded recording page and can start recording immediately.
You can also create recording links from the Chrome extension side panel, directly inside your help desk using the Intercom inbox app or the Zendesk ticket sidebar, or from Slack using the /userplane slash command.

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What happens next

After the customer opens the link, they go through the following flow. The finished recording appears in your Recordings page.
1

Customer opens the link

The customer sees a branded recording page and can start recording immediately — no installs required.
2

Recording in progress

The customer’s screen is captured in real time along with console logs, network activity, and user actions.
3

Review before uploading

After stopping the recording, the customer can review the capture and add notes to describe the issue.
4

Upload completes

The recording is uploaded and immediately available in your workspace.
Incoming recording notifications are opt-in. To receive email alerts when recordings arrive, enable “Incoming recordings” in your notification preferences.

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Sharing a recording

Once a recording lands in your workspace, you can share it with teammates or external collaborators. For the full sharing guide, see Sharing Recordings.
Share a recording link with workspace members. Recipients must have a Userplane account and belong to your workspace.
If you prefer to stay in the browser rather than switching to the dashboard, the Chrome extension lets you create recording links from a side panel alongside any tab. Press Cmd+Shift+Y (Mac) / Ctrl+Shift+Y (Windows/Linux) to open the Create Link form — the reference field auto-populates with the current page URL. This is especially useful when you’re already looking at a help desk ticket or customer page. See Chrome Extension Link Creation for the full walkthrough.