SnapEngage Help Center

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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Visitor Identity Verification is advanced security and identity protection for businesses who communicate with authenticated users (signed into an application, portal or other backend system). This feature is available for Enterprise clients. Please come and speak to us if you would like to upgrade. 

Clients want to ensure that the person they are chatting with is, in fact, the same …

This article describes a single “recipe” for using our Guide Bot. Each recipe is a strategic guide for deploying the Guide Bot.  Please refer to our Guide Bot Introduction and the Guide Bot Configuration Guide for more general information. This recipe assumes basic familiarity with SnapEngage configuration and setup (widgets, agents, design studio, etc). You may need to refer to …

Cut down on manual agent work, streamline operations, and increase automation capabilities by setting up automatic HubSpot workflows and tasks. Best of all, this automation improves your customer satisfaction by ensuring swift follow-up.

Note: In order to set this via the SnapEngage Admin Dashboard, you will need to make use of our Labels option. Labels are available on Professional and …

Visitor Identity Verification is advanced security and identity protection for businesses who communicate with authenticated users (signed into an application, portal or other backend system). This feature is available for Enterprise clients. Please come and speak to us if you would like to upgrade. 

Clients want to ensure that the person they are chatting with is, in fact, the same …

This article describes a single “recipe” for using our Guide Bot. Each recipe is a strategic guide for deploying the Guide Bot.  Please refer to our Guide Bot Introduction and the Guide Bot Configuration Guide for more general information. This recipe assumes basic familiarity with SnapEngage configuration and setup (widgets, agents, design studio, etc). You may need to refer to …

This article describes a single “recipe” for using our improved multi-step Guide Bot. Each recipe is a strategic guide for deploying the Guide Bot.  Please refer to our Guide Bot Introduction and the Guide Bot Configuration Guide for more general information. This recipe assumes basic familiarity with SnapEngage configuration and setup (widgets, agents, Design Studio, etc). You may need to …