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 …

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 enter your information here to start your 7 day free trial.…

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 …

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 …

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.

If you will be using the Chat Portal check your email with information on how to create your password and …

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 …

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.…

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 …

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 …

1. Log into your Admin Dashboard and go to the Settings.

2. Select the Options tab.

Widget name

Here you can enter the name of your widget. For more information on adding, removing, and renaming widgets, click here.

Social Media Lookup

If the visitor has links to social media in their profile, then we will show them in the visitor …

We 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!).…

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. …

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 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

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 …

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 …

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 …

If you prefer to install SnapEngage by using a plugin please have a look  here.

1. In your WordPress Dashboard, go to Appearance > Editor.

If you are in a multi-site version of WordPress then the theme editor can be found here:

2. Edit the footer.php template file in your WordPress Theme.

Note: In certain versions of …