SnapEngage Support Center

1. To integrate SnapEngage with Basecamp click on “Email content to this project…” at the bottom of the project page in your Basecamp account.

You will then see this:

2. Next, go into the integrations tab of your SnapEngage dashboard and select the email icon.

 
3. Enter the email from Basecamp then press SAVE.

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With the SnapEngage web client your agents and admin can have an internal chat.

To start an internal chat…

1. Click on the agent icon.

2. Click Chat next to the agent’s name you would like to chat with.

Once you do this an internal chat will start.

3. Next, you can click Invite in the upper right corner of …

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The Permissions feature allows the admin to create different roles for team members. If you have a SnapEngage Premier Plan you can access the permissions tab directly.

As the account owner you have 4 permissions that you can grant, they are as follows:

Administrator: – Settings – Chats – Logs – Stats – Users

Manager: – Settings – Chats …

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Shortcuts

Example:

{alias} for the agent alias
{phone} for the agent phone number
{js:xxx} for a JavaScript variable (where xxx is the name of the variable)

proactive chat

Example:

{alias} for the agent alias

Integration mapping

You can use the following special syntax to create custom mapping using the Text field type.

Example:

{browser} = Browser
{browser_short} = Browser abreviated…

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1. First you will need to set up your agent to chat with either Google Talk or Skype.

2. To do this begin by going into your configurator.

3. Next, select the “Agents” tab on the left side under the “settings” menu.

4. Then in the system field select either Google Talk or Skype.

5. Click “Save”

6. Based …

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