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.

Reporting

How to access your chat logs, system analytics, and chat agent analytics.


Security

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

Technical Options

Javascript variables, APIs, HIPAA compliance, and Google Analytics

Videos

Check out Snap Engage videos


Featured Articles


securityIf you want to read about how to configure the “File Exchange” feature, you can do so by clicking here.

A few things to keep in mind when you use “File Exchange” are that:

  • File Exchange is only available via the Chat Portal and not for agents set up with Google Talk accounts.
  • The maximum file upload size is

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Occasionally, you may be requested to clear the cache on your browser. In order to improve speed on your navigation, your browser will remember certain information from websites you visit often. The browser cache is a temporary storage location on your computer for files downloaded by your browser to display websites. Sometimes they may show old information, and this may …

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The free trial is a great way to try out the Snap Engage chat software. The free trial defaults to the Plus plan features with unlimited agents (secure data transfer, priority tiers, Salesforce integration and much more) and will last for 15 days. The trial will also allow you to test the Premier feature of “Routing by tag configuration” as …

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

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You now have the ability to manage your own API token for SnapEngage. The first step in doing so is making sure you actually need an API token to accomplish your goal. You do NOT need a token to work with the SnapEngage Javascript API or POST API.

Additionally, the Provisioning and Get Chat APIs will still need their own …

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