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How to: Agent Links

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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How to integrate SnapEngage with Microsoft Dynamics CRM online

SnapEngage will automatically notify you when your website visitors contact you. You can either receive offline requests and chat transcripts by email or directly in your preferred Help Desk, CRM or Bug Tracker.

If you would like to receive transcripts and messages in Microsoft Dynamics CRM 365 (online), then follow the steps below.

If you would like to receive transcripts

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Finding your Highrise API token

Your authentication token (or API token) is a special code that allows services outside of Highrise to connect to your account with your permission.

 

Your Highrise authentication token can be found as follows :

  • Login to your Highrise account using your personal URL (http://your-account.highrisehw.com).
  • Click on the “My info” link on the top right-hand. You’ll be presented with your
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How to: Hide button on mobile

If you are wanting to hide the mobile button, you will need to edit the code snippet you place on your website. Below are 2 options for doing this.


Use this snippet to hide the button on mobile AND disable proactive chat

<!-- begin SnapEngage code -->;
<script type="text/javascript">
  (function() {
    var se = document.createElement('script'); se.type = 'text/javascript'; se.async = 
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Featured Articles

How to integrate SnapEngage with Microsoft Dynamics CRM online

SnapEngage will automatically notify you when your website visitors contact you. You can either receive offline requests and chat transcripts by email or directly in your preferred Help Desk, CRM or Bug Tracker.

If you would like to receive transcripts and messages in Microsoft Dynamics CRM 365 (online), then follow the steps below.

If you would like to receive transcripts

Read More

Finding your Highrise API token

Your authentication token (or API token) is a special code that allows services outside of Highrise to connect to your account with your permission.

 

Your Highrise authentication token can be found as follows :

  • Login to your Highrise account using your personal URL (http://your-account.highrisehw.com).
  • Click on the “My info” link on the top right-hand. You’ll be presented with your
Read More