Article Categories


Getting Started

Everything you need to know to get your live chat up and running quickly

FAQ

Frequently asked questions about SnapEngage

Chat Agent Docs

Setting up and using your chat client.


Integrations & Plugins

Connect SnapEngage to your CRM system, Help Desk, and social media applications.

Customization

Change the look'n'feel, make it your own!

Tips & Tricks

Get your hands on some best practices and tweaks and tips for your Live Chat.


Proactive Chat

Engaging your visitors automatically.

Billing

Questions about billing and payment options.

JavaScript API

All SnapEngage customers get access to our easy-to-use JavaScript Live Chat API.


REST API

API documentation can also be found at our Developer API site.

Chat Settings

Configurations, agent management settings, and other helpful guides to getting chat ready for your team.

Security

PCI Compliance, password rules and setup, and audit logs.


Featured Articles


In case you haven’t noticed we now offer Transfer Reports in the Analytics part of your SnapEngage account. To access Transfer Reports go to Analytics, click on Agent Performance and right below that, on the right, you will see Transfers.

tran1

This report will tell you all you need to know about the trajectory of chats;  which agent transferred to which …

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Check out the video below for an introduction to our Solo Plan!

This video will cover the ins and outs of our single user plan and assist with getting you setup for chat. To start your 15 day free trial of our Solo plan, please visit here: Solo Plan.

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Taking chats on the mobile app will be a breeze once you follow these few steps.

  • New to SnapEngage? Follow the steps in Part 1 below to set up user for the chat portal
  • Already have your agents configured? Skip down to part 2 to download and install the mobile application

Part 1 – Setup Agents as Chat Portal Agents

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If you want your agents to use their existing Google Apps IDs to chat on SnapEngage, you might have to change the SRV settings of your domain. From the Google FAQ item:

The Quick Answer

  • Your users can chat in the Google Talk network by default.
  • Update your SRV records to enable chatting via open standards.
  • Open standards includes

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The Mobile Browser section within the Style tab allows you to customize your mobile browser chat experience. Here, you can choose to permit chat for mobile users and modify the chat box settings. With the check of the box, chat will be immediately available for mobile visitors for both chat and offline interactions. Please note, you do need to have

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