Routing by Tag

Routing by tag is a powerful tool which allows you to route chats to a specific agent based on a matching tag. For example, you could use a “spanish” tag that is defined on your Spanish site to route a chat to an agent with a corresponding “spanish” tag. As this is an advanced feature, we have …

Most of our customers would choose which widget they want to install where, and install them accordingly on those pages. However, if you are running more of a complex operation, where you may want to detect some specific settings to determine which widgets to load, we can help with that!  In that case you may want to load one widget …

Integrating SnapEngage with

Setting up the Integration in TOPdesk

To set up the integration, you need to enable SnapEngage integration in TOPdesk: Settings -> Module Settings -> Self-Service Portal -> General.

Firstly, you will need to be signed in as a TOPdesk Super User to have access to the Settings Tab as shown here:

From the System Settings tab, click …

SnapEngage provides an option to use Google Custom Search engine as a knowledge base source.

Prerequisites

SnapEngage uses ‘Custom Search JSON/Atom API’ provided by Google. Some prerequisites are required before using custom search with SnapEngage.

• Search engine ID. Search is done with Google Custom Search Engine. Therefore, you need to create one in the Control Panel.
• API key

Integrating SnapEngage with Microsoft Dynamics on premise will be fairly similar to integrating it with the online CRM, on SnapEngage’s side, however, you will need to do some more work on your server configuration. Please contact us directly at support@snapengage.com for a step-by-step guide on how to do this.

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It’s really easy to add the SnapEngage code to your DoodleKit website. Here’s how:

1. Edit the Page Styles

Click on the “Page” button as shown above, to edit the Page styles. This will open up a pop-up window.

2. Click on the “Add Code” button

The “Add Code” button looks similar to a Settings Cog Wheel. Clicking in this …

Your authentication token (or API token) is a special code that allows services outside of Highrise to connect to your account with your permission.

Your Highrise authentication token can be found as follows :

• Login to your Highrise account using your personal URL (http://your-account.highrisehw.com).
• Click on the “My info” link on the top right-hand. You’ll be presented with your

If you want to read about how to configure the “File Exchange” feature, you can do so by clicking here.

A few things to keep in mind when you use “File Exchange” are that:

• File Exchange is only available via the Chat Portal and not for agents set up with Google Talk accounts.
• The maximum file upload size is

This article will attempt to address issues involving not being able to use the spacebar in a chat window as seen below.

If you are in a chat and notice that the spacebar is non responsive, it could be due to a Javascript conflict. We have had some reports from SnapEngage users who use the Galleriffic 2.0 library experiencing …

When visitors land on your website, perhaps you want to capture their information before they leave without waiting for them to click the chat button. Well, there is a way to programmatically pop-up the Pre-Chat form for your website visitors. Here is a copy-and-paste Javascript snippet that you can use to do this. This snippet uses a few of our …

Introduction

Have a custom-built integration or third-party application you want chat data sent to? No Problem!

The SnapEngage Integration API allows developers to easily interface SnapEngage with other applications, getting all the data you gather sent to the place you want to keep it. This transaction provides detailed information pertaining to the request and allows developers to recreate the request …

Adobe Flash does not obey the layering set in the HTML code on the Microsoft Windows platform. To work-around this Flash issue, you just need to set the wmode parameter set to transparent. Add this code in your OBJECT tag:

<param name=”wmode” value=”transparent” />

and the following parameter to the EMBED tag:
wmode=”transparent”…

A few web hosts are still restricting their customers to place 3rd party JavaScript code in their page. If you have exhausted all options with your webhost team and the SnapEngage support team, you can still consider using SnapEngage in popup mode. In this mode, your visitor will not chat with your team within your site content, but a new …