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GDPR approval bot

The GDPR approval bot allows you to ask visitors for consent before starting their chat, even on proactive chats. The visitor will no be able to start a chat, until they have confirmed they have read and understood the message. The configuration for this is done from the admin dashboard, under Agent settings –> Chat assignment.



You …


Getting Started with the Hub – Tips and Best Practices

Whether you’re new to SnapEngage, or new to Live Chat in general, we want to make sure that you get the most out of our solution. In this document you will find some of our collective wisdom on how to use your Live Chat most effectively.

Get familiar with the Hub

Although it might sound obvious, it is important that …


Why is the HUB better than the Chat portal?

With a modern look, an easy interface and separate panels, the HUB is a newer and easier way for agents to respond to chats. In this article, we will see why the HUB is better than the chat portal. Find out how to upgrade here.


Favicon showing status and notifications of new chats

On your browser, you will now …


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) …


GDPR Recommended practices

There’s a lot of information in regards to GDPR out there as this topic is very complex, and it is different for each of our clients. Your company has most likely done extensive research, and perhaps been in touch with legal advisors, on how to handle SnapEngage data and when to delete it.

The following advice should not be …


Introduction to 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, just click on the button in the upper right-hand corner (1).


and then click “Let’s do this!” (2)

Let’s start the tour

When you first sign in, …


How to: Set Up the Pre-Chat Form

The Pre-Chat Form



Tired of seeing leads come in with no email address or name attached? Want to ask the visitor what company they are from or if they agree to your terms and conditions? The Pre-Chat Form allows you to ask the visitor a series of questions prior to a live chat.

With the introduction of our


How to: Use the Design Studio

An important note if you have a legacy custom form across any of your widgets: Updating to the Design Studio will replace your existing custom form. Before activating the Design Studio, we recommend reviewing your custom form setting so you don’t lose any important information or functionality.   

Here at SnapEngage we are incredibly excited about this new tool. You may …


Generating, Changing or Deleting Your SnapEngage API Token

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 …


Mobile App Setup Guide

***Update May 2017 – We have removed the SnapEngage mobile app from both the Apple and Android App stores. If you have the app already installed on your mobile device, then please proceed with these instructions. Please note that the current mobile app has many known issues and we recommend you use the web app on a desktop computer.  If