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The 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
This article goes over how to locate and read chat transcripts.
Chat transcripts (also known as chat logs) are a powerful tool which, if analyzed correctly, can help your chat agents be more efficient. This in turn provides a better visitor experience, which is why we do what we do! From an …
READ FULL ARTICLEThis article explains how to change account owners within the admin dashboard , under the My Account tab.
Yes you can! Even if you are an Enterprise client that has provided Permissions to other users, there are still certain areas of the Dashboard that only the account owner has access to make changes. That would be under …
READ FULL ARTICLECheck out the video below for a quick tour of our Admin Dashboard. The video covers such things as style settings, agent configuration, shortcuts, proactive chat, integrations and more!
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READ FULL ARTICLEThe Permissions tab in the Admin Dashboard gives you extensive control over adding sub admins and the type of vewing permissions and abilities allowed by sub admins. This article reviews all the options in this menu.
When you purchase sub-admins, the Permissions tab will appear for you, and you will be able to configure them there. It …
READ FULL ARTICLEThe purpose of this article is to provide a comprehensive overview of how to change your password or email.
You can reset your SnapEngage password here by entering the email you use to log in your SnapEngage account. If the email you enter is correct, you will soon receive a “reset password” email in …
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.…
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