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The purpose of this article is to provide a comprehensive overview of Approval Checker.
The Approval Checker 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 …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of some of the best practices when using SnapEngage on both the agent and admin side.
This doc is to outline some of the best practices when using SnapEngage on both the agent and admin side.
Agents
1. Tone/Voice
The purpose of this article is to provide a comprehensive overview of how to set Agent Sub-statuses.
The sub-status feature is available on Enterprise plans, please come and chat with one of our team members if you’d like to hear more or upgrade at snapengage.com
SnapEngage account owners have the ability to add sub-statuses for their agents. …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how to find the chat code and where to install it.
We strive to make the installation process as easy as possible, but if you need assistance at any point, please do not hesitate to chat with us.
If you haven’t signed up yet, simply …
READ FULL ARTICLEThis article explains the Admin Dashboard to get a basic idea of what each page can do.
This document should be viewed as a kind of index. Here, you can find links to guides that will take you through each …
READ FULL ARTICLEThis article will help you go over some of the frequently asked questions and issues some people might miss. We try to keep everything very simple and user friendly, but we understand some of the process is a bit more complicated!
We will try to address as many questions as possible in this article, but in case you don’t find …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of tip on how to become a Superstar Agent.
You are receiving this article because you have been recognized as someone of extraordinary character, a person destined for great things. You are a special agent equipped with the power to enable awesome, but 1st …
READ FULL ARTICLEThis article goes over how to test SnapEngage on your site before going live.
There is a good chance you want to do some testing with SnapEngage before you make your Live Chat public, that is: before you go live with Live Chat. Here’s a quick guide to help you slip SnapEngage into your site like …
READ FULL ARTICLEThis article explains the Admin Dashboard to get a basic idea of what each page can do.
For those who want to take a quick peek inside the Admin Settings page, and get a basic idea of what each page can do.…
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how to add or remove an agent.
Agents are what we call the people who will be using SnapEngage chat to help your customers with their questions. They are the front line of customer service, so you want to set them up …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how to add or remove shortcuts.
Chat shortcuts allow you to configure an unlimited set of “pre-canned” responses that agents can use to quickly reply to frequently asked questions. This means faster, more standardized responses and happier customers! Agents can use commands (or pick from …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of the options and capabilities in the Options tab in SnapEngage Admin. These features allow you a high degree of customization of you SnapEngage platform. To begin, log into your Admin Dashboard. Click Settings on the left hand navigation bar, then click the Options tab.…
READ FULL ARTICLEWe have so many useful features that you may have missed a few! We want to make sure you’re getting every ounce of value out of our Live Chat, so here are some of our best features you may not be using (yet!).…
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how to Make the most of Team Chat.
When you are using the SnapEngage HUB, making good use of the Team Chat feature could significantly improve you and/or your team’s performance.
(And if you’re not using the SnapEngage HUB, now is a great time to …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of useful commands to use with SnapEngage.
The following is a list of useful commands to use with SnapEngage. In the Conversation HUB, you have buttons available for those options.
\email – The agent can enter the visitor’s …
READ FULL ARTICLEThis article explains the call me feature.
The Call-me feature allows your visitors to talk directly to your agent either by phone, headset, or mic and speakers. Unlimited incoming calls are allowed and the feature is available on Professional and Enterprise plans.
When a visitor clicks the Call Me button they will have the option to call …
READ FULL ARTICLEThis article explains the configure message tab found in the Settings > Design Studio > Configure Message tab.
You can now customize most visitor-facing messages. This can be done in the Admin Dashboard. Go to your Design Studio (or Style) tab, and then to Configure Messages.
What you see on the left are …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how t0 set a hours of operation schedule for live chat or call me.
SnapEngage allows you set an online/offline schedule for your agents. Every widget can have it’s own schedule, supporting different teams with different hours of operation. During hours of operation, the widget …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of different ways to configure your Proactive Chat v2 using our URL rules
If your Proactive Chat doesn’t seem to be working, this guide will help you diagnose and understand the issue. This doc covers the most common pitfalls and points of confusion when Proactive Chat isn’t working.
As it will also be mentioned right below, when you test Proactive Chat, it is best that you use a Google Chrome “Incognito” window, a …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how to install the code on a wordpress page.
If you prefer to install SnapEngage by using a plugin please have a look here.
1. In your WordPress Dashboard, go to Appearance > Editor.
2. Edit the footer.php template file in your WordPress …
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