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How to: Agent Links

Along with  “Shortcuts”,  “Team Chat” and the “Agent Alerts” (which you can set up on the Options tab) , there is another tool that you can provide your agents with, in order to make work easier and / or remind them of important information. That is “Agent Links” which can also be found under the Options tab:

 …

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Guide Bot – Differences Between Professional and Enterprise

Guide Bot is available for SnapEngage accounts of type “Professional” or “Enterprise”.

The bot can be used differently depending on which plan you have due to underlying features of the plan. The single major difference is that Enterprise plans support routing by tag.

The Guide Bot asks visitors a question, and then routes the chat to a destination. For …

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How to Configure Guide Bot

This article explains how to configure a Guide Bot (introduction).

Configure Your First Guide Bot

To configure your guide bot, please follow the following instructions :

  • Choose a widget where you want to set up a Guide Bot
  • Navigate to Settings – Agent settings
  • Click +Add bot (BETA)

From the options, select “Guide bot”

 

 

A new window …

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Featured Articles

SMS to chat for HIPAA accounts

SMS is one of the various Communication Channels you can use with SnapEngage to connect with your clients. The SMS to chat feature allows visitors to text a number, and start a chat with SnapEngage via their phone, the SnapEngage agent receives the chat and their Hub, and responds from there. The phone number can be provided by SnapEngage …

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How to set up my account on the European server

We do offer the ability to migrate your account to our EU server. By default, your account is hosted on US servers, but we can migrate the entire account to EU. If you want more information please start a chat with us so we can provide a quote.

 

Once you are already set up in your EU account, this

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See your visitor’s screen with Cobrowse

SnapEngage Cobrowse (Screen-Sharing)- Beta

The Cobrowse feature will allow your agents to view the screen of your visitor’s website during an ongoing chat and even take control of their mouse. You will be able to test this only for Widgets where the Design Studio is enabled, and if your plan is Professional or Enterprise. Come and speak to us if

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