Home > Getting Started

Free Trial Information

The free trial is a great way to try out the Snap Engage chat software. You will need to choose a plan that is closest to your needs, but you may always change plans during the trial or after your started using SnapEngage depending on your needs. Our pricing website will show you a comparison between all available plans, but …


Getting Started – Part 2: Settings

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 …


Getting Started – FAQ and Troubleshooting

This 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 …


How to become a Superstar Agent

1. Start!

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 a little training.

Before starting to use Conversations Hub check your email with information on how to create your password and get logged …


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 a little chat ninja, without alerting your visitors to its presence.

This will require getting your hands a …


How to add or remove an agent

What are agents?

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 as best as you can!

Here we will go into detail on what settings you will be able to add to their …


How to: use Shortcuts

Here are the shortcut rules:

1. Only the admin can add or delete a shortcut from within the Admin Dashboard.
2. Each message can be up to 450 characters. (If you want more information you can split the message between two canned responses.)
3. There is no limit to the number of shortcuts that can be added, but keep in …


Make the most of Team Chat

If you’re using the SnapEngage Web Client, 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 Web Client, now is a great time to give it a try!)

What follows is a list of features, and tips on how to make them work for you. …


Useful Chat Commands

The following is a list of useful commands to use with SnapEngage. In the Conversation HUB, you have buttons available for those options.

 Use while chatting with your website visitors:

\email – The agent can enter the visitor’s email address so that it is saved. For example, if an agent enters \email=support@snapengage.com during a chat, this is the email …


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 all plans and free of charge.

When a visitor clicks the Call Me button they will have the option to call by computer or by phone. Your agent will …


Configure Messages

Configure Messages

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 the actions triggering the messages starting with each section of the system (Inteligent pre-chat, Agent survey etc… which indicates where the …


Adding a Live Chat / Call Me Schedule for your Agents

To add a schedule for your agents, go to the “Chat Assignment” tab in your adminpanel, and you will see “Schedule” at the bottom:


Live Chat Setup:

To configure, click the “Set live chat hours of operation” option.

You can then decide if you want to set a standard schedule for weekdays and weekends as well as the time zone …


Proactive Chat URL Rules

This guide will explain the different ways to configure your Proactive Chat v2 using our URL rules.  We have three types of URL rules:
  • contains“/”does not contain” – our basic rule which will work for most users in most cases
  • begins with“/”ends with” – our moderate level rule which requires some extra

How to test if Proactive Chat is working

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 …


Add Live Chat code to your 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 Theme.

Note: In certain versions of WordPress the footer has been renamed.


3. Scroll to the bottom of the file and paste the