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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 create an integration with Zapier and Google Sheets

Thanks to our Post API, you can also integrate SnapEngage using Zapier and send data over to google sheets, or other apps!

 

1- On Zapier, from the apps, select “Google sheets”

 

2- Scroll down and choose “Add info to a google sheet from a new Webhook POSTs” (other ones may work, but the instructions may differ slightly)

 …

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Google Custom Search as SnapEngage knowledge base source

SnapEngage provides an option to use Google Custom Search engine as a knowledge base source.

Prerequisites

SnapEngage uses ‘Custom Search JSON/Atom API’ provided by Google. Some prerequisites are required before using custom search with SnapEngage.

  • Search engine ID. Search is done with Google Custom Search Engine. Therefore, you need to create one in the Control Panel.
  • API key
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Featured Articles

Introduction to Hub

Hub

Hub is the newer, sleeker version of our Chat Portal, allowing your agents to chat in style without sacrificing performance. This is where the magic happens.

To test out the Hub Beta, just click on the button in the upper right-hand corner.

and then click “Let’s do this!”


Let’s start the tour

When you first sign in, you will …

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How to create an integration with Zapier and Google Sheets

Thanks to our Post API, you can also integrate SnapEngage using Zapier and send data over to google sheets, or other apps!

 

1- On Zapier, from the apps, select “Google sheets”

 

2- Scroll down and choose “Add info to a google sheet from a new Webhook POSTs” (other ones may work, but the instructions may differ slightly)

 …

Read More