Home > Tag Archives: agent

SnapEngage Best Practices Agent and Admin

About This Article

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

  • The tone and voice of the agent(s)
…
READ FULL ARTICLE

How do I assign an agent to new lead in HubSpot?

About This Article

The purpose of this article is to provide a comprehensive overview of how to assign an agent to new lead in HubSpot.

To assign an agent to the new lead in HubSpot after the first chat, follow the steps below:

  1. Make sure you have the HubSpot integration configured within your Admin Dashboard “Integrations” tab (under Settings):agent_mappings_1
  2. Go
… READ FULL ARTICLE