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.

Advanced

Account

Home > How to Integrate SnapEngage with Highrise

(Last Updated On: )

SnapEngage will automatically notify you when your website visitors contact you. You can either receive offline requests and chat transcripts by email or directly in your preferred Help Desk, CRM or Bug Tracker.

If you would like to receive transcripts and messages in Highrise then follow the steps below.

1. Log into your Admin Dashboard
2. Select the Integrations tab and click on the Highrise Icon.

4. Enter the server address and API Key

5. Click Save.

Note: Click here to get more information about configuring your Highrise API access.

6. You can stop here or you can go to the Configure Integration section.

The “Configure Integration” section will let you choose how you would like the data to be sent to your email integrations. You will see “Send chat transcripts to your Agent’s email” which allows each agent to receive their own chat transcripts to their own emails (Conversations Hub agents only).

The Chat Transcript area allows you to choose which transcripts are emailed to you. You can elect to receive all, some (if the visitor provides a valid email), or none of the transcripts.

Don’t forget to click Save.

2015-03-20_1502