Chat Basics

Intermediate

Integrations & PluginsConnect SnapEngage to your CRM system, Help Desk, and social media applications.
CustomizationChange the look’n’feel, make it your own!
Tips & TricksGet your hands on some best practices and tweaks and tips for your Live Chat.
Chat SettingsConfigurations, agent management settings, and other helpful guides to getting chat ready for your team.
Proactive ChatEngaging your visitors automatically.
ReportingHow to access your chat logs, system analytics, and chat agent analytics.

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Home > Getting Started – Part 2: Settings

Categories: Getting Started

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About This Article

This article explains the Admin Dashboard to get a basic idea of what each page can do.

Our Live Chat is highly configurable, and we know there are a lot of settings back there!

This document should be viewed as a kind of index. Here, you can find links to guides that will take you through each tab of the Admin Dashboard one at a time.

Agent Settings

“Agents” are the people who will chat with your website Visitors. By default, you will have one Agent configured. It will be assigned to the email address you used to sign up, and will be configured to use the Conversation Hub.

Learn how to add more agents in our Adding Agents guide.

Under the Agent Settings tab is where you will also add your Shortcuts. Here, you can configure canned messages for common responses. Those will save you time and increase your Agents’ efficiency! This is also a handy way to make Co-browsing easier.

Please see our Shortcuts Guide. And learn how to use shortcuts for faster Guided-browsing.

Integrations

By default, SnapEngage will send all Live Chat Transcripts and Offline Form submissions to the account’s admin email address. You can change that email address if you click on the “Email” icon or set up and configure one of our many available integrations instead.

Integrate SnapEngage with your current CRM or Helpdesk solution to streamline your customer engagement workflow. Go to “Settings > Integrations”

Integrations

Proactive Chat

Use our Proactive Chat feature to automatically invite your Visitors to chat with you! This is one of SnapEngage’s most powerful features, we highly recommend you take advantage of it.

Please see the following guides: Rule Types for Proactive Chat, Proactive Chat URL rules, and How to test if the Proactive Chat is working?

Design Studio

The Design Studio tab allows you to create the design for your pre-chat form, chat box, and offline forms, as well as the buttons for chat and offline requests. Get your chat to match your brand!

Find more information on this guide.