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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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Routing by tag for proactive chats: Configuration

Routing by tag is a very powerful feature. Below is how to configure it for Proactive chats. You do not need to enable the routing by tag option under the Chat Assignment menu to do this. 

 Step 1. Assign Tags to Agents

To assign tags to your agents, you go to Settings -> Agent Settings -> Chat Agents. Click on …

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Chatbots for Info-Capture

Info-Capture Chatbot Overview & Setup

The new SnapEngage Info-Capture Chatbot provides an easy way for B2B and B2C companies to capture website visitor information even when no human agents are online and available to chat. Businesses can rely on the Info-Capture Chatbot to supplement agent resources 24/7 during peak and off-hours, and ensure that critical visitor information (like email address) …

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Featured Articles

Routing by tag for proactive chats: Configuration

Routing by tag is a very powerful feature. Below is how to configure it for Proactive chats. You do not need to enable the routing by tag option under the Chat Assignment menu to do this. 

 Step 1. Assign Tags to Agents

To assign tags to your agents, you go to Settings -> Agent Settings -> Chat Agents. Click on …

Read More

Chatbots for Info-Capture

Info-Capture Chatbot Overview & Setup

The new SnapEngage Info-Capture Chatbot provides an easy way for B2B and B2C companies to capture website visitor information even when no human agents are online and available to chat. Businesses can rely on the Info-Capture Chatbot to supplement agent resources 24/7 during peak and off-hours, and ensure that critical visitor information (like email address) …

Read More

How to Launch SnapEngage Upon Computer Startup

How to Launch SnapEngage Upon Computer Startup

This guide will go over and assist on launching the SnapEngage chat portal upon your computer startup. If you are looking to save a step and set this up please keep reading our how to guide.


Steps for Windows users

In order to  automate this task and have your computer launch the SnapEngage …

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