> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userplane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Requesting a Recording

> Create a recording link and share it with your customer to capture a screen recording

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.

## Create a recording link

<Steps>
  <Step title="Open the Create Link dialog">
    Click the [Create Link](https://dash.userplane.io/_/recordings?create_link=true) button in the
    top right corner.

    <Frame caption="Create Link button">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/links/create-link/create-link.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=0a6dbc96efbe445bab7da6fdba353551" width="1920" height="958" data-path="media/links/create-link/create-link.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame caption="Create Link form">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/links/create-link/create-link-unfilled.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=ddb807aad47446a99a906f2197e44000" width="1920" height="958" data-path="media/links/create-link/create-link-unfilled.png" />
    </Frame>

    <Frame caption="Project selection">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/links/create-link/create-link-project-selection.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=0196f54a3e06fca2fd8e614e23d70ffa" width="1920" height="958" data-path="media/links/create-link/create-link-project-selection.png" />
    </Frame>

    <Frame caption="Adding a reference">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/links/create-link/create-link-link-reference.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=53350fcc44963d42d49e57a1d756da2f" width="1920" height="958" data-path="media/links/create-link/create-link-link-reference.png" />
    </Frame>

    <Frame caption="Reusable link toggle">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/links/create-link/create-link-reusable.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=e259a4b65228697abeff778db5f59a88" width="1920" height="959" data-path="media/links/create-link/create-link-reusable.png" />
    </Frame>
  </Step>

  <Step title="Copy and share">Click **Create** and copy the link.</Step>
</Steps>

## Share 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.

<Frame caption="Share link modal">
  <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/links/share-link/share-link-modal.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=076a3ada7385260c7542830d9002b6ed" width="1920" height="957" data-path="media/links/share-link/share-link-modal.png" />
</Frame>

<Tip>
  You can also create recording links from the [Chrome
  extension](/integrations/chrome-extension-create-links) side panel, directly inside your help desk
  using the [Intercom inbox app](/integrations/intercom-inbox) or the [Zendesk ticket
  sidebar](/integrations/zendesk-ticket-sidebar), or from Slack using the [/userplane slash
  command](/integrations/slack-commands).
</Tip>

## What happens next

After the customer opens the link, they go through the following flow. The finished recording appears in your [Recordings](https://dash.userplane.io/_/recordings) page.

<Steps>
  <Step title="Customer opens the link">
    The customer sees a branded recording page and can start recording immediately — no installs required.

    <Frame caption="Customer recording page">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recorder/recorder-get-started.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=065a233464d5d8fadfa01b17a8701d17" width="1920" height="958" data-path="media/recorder/recorder-get-started.png" />
    </Frame>
  </Step>

  <Step title="Recording in progress">
    The customer's screen is captured in real time along with console logs, network activity, and user actions.

    <Frame caption="Recording in progress">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recorder/recording-in-progress.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=2648a364bdfd75c628ff22b40269ad48" width="1920" height="961" data-path="media/recorder/recording-in-progress.png" />
    </Frame>
  </Step>

  <Step title="Review before uploading">
    After stopping the recording, the customer can review the capture and add notes to describe the issue.

    <Frame caption="Review recording before upload">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recorder/review-recording-prior-upload.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=645b050d230e36c55ae9bd2d7c308db4" width="1920" height="958" data-path="media/recorder/review-recording-prior-upload.png" />
    </Frame>

    <Frame caption="Adding notes before upload">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recorder/add-notes-prior-upload.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=f7c8e99b250e941a811d7a01e4c3e0f2" width="1920" height="958" data-path="media/recorder/add-notes-prior-upload.png" />
    </Frame>
  </Step>

  <Step title="Upload completes">
    The recording is uploaded and immediately available in your workspace.

    <Frame caption="Upload in progress">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recorder/recording-upload-inprogress.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=b71dafe67d3c44790a002f83ea8bdd99" width="1920" height="958" data-path="media/recorder/recording-upload-inprogress.png" />
    </Frame>

    <Frame caption="Recording uploaded successfully">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recorder/recording-upload-complete.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=0388232e5b52cbc99e840c30f6788b98" width="1920" height="959" data-path="media/recorder/recording-upload-complete.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Incoming recording notifications are opt-in. To receive email alerts when recordings arrive,
  enable "Incoming recordings" in your [notification preferences](/account/notifications).
</Tip>

## 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](/recording/sharing).

<Frame caption="Sharing options">
  <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recordings/share-recording/share-recording-options.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=74820ab4cd72bd141c774258d07084ce" width="1920" height="959" data-path="media/recordings/share-recording/share-recording-options.png" />
</Frame>

<Tabs>
  <Tab title="Share with teammates">
    Share a recording link with workspace members. Recipients must have a Userplane account and belong to your workspace.

    <Frame caption="Share with teammates">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recordings/share-recording/share-recording-internal-private.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=a26f272399bcc656047b7d02cf3df5e7" width="1920" height="958" data-path="media/recordings/share-recording/share-recording-internal-private.png" />
    </Frame>
  </Tab>

  <Tab title="Share with collaborators">
    Generate a temporary public link for anyone — no Userplane account required. The link expires automatically after the selected duration.

    <Frame caption="Select collaborator sharing">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recordings/share-recording/share-recording-collaborator-select.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=d4191dbc8145d32ae7aa1c7e3bca367c" width="1920" height="958" data-path="media/recordings/share-recording/share-recording-collaborator-select.png" />
    </Frame>

    <Frame caption="Public share link generated">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/recordings/share-recording/share-public-temporary-link.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=98d683a7c703e6105279bdada9612e8b" width="1920" height="957" data-path="media/recordings/share-recording/share-public-temporary-link.png" />
    </Frame>
  </Tab>
</Tabs>

## Creating links from the Chrome extension

If you prefer to stay in the browser rather than switching to the dashboard, the [Chrome extension](/integrations/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](/integrations/chrome-extension-create-links) for the full walkthrough.

<Frame caption="Create Link form in the Chrome extension with auto-populated reference">
  <img src="https://mintcdn.com/userplane/8_FOZno9A0XwGdNH/media/extension/extension-create-link-prefill-reference.png?fit=max&auto=format&n=8_FOZno9A0XwGdNH&q=85&s=25b0a8aea535b4f4a2df3740ce58d6b9" width="1496" height="970" data-path="media/extension/extension-create-link-prefill-reference.png" />
</Frame>

## Related articles

* [Link Reference](/recording/link-reference) — how references help you find recordings.
* [Recording Domains](/recording/domains) — why domains matter for branded links.
* [Recording Projects](/recording/projects) — organize recordings by project.
* [Reusable Links](/recording-links/reusable) — when to use one-time vs reusable links.
* [Chrome Extension](/integrations/chrome-extension) — create and manage links from a Chrome side panel.