Home > Tag Archives: chat

Request email transcript

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This article explains the Request email transcript feature.

Our request email transcript feature allows visitors to enter their email during a chat with an agent, so they can receive a copy of the transcript for their records once it’s finished.

This is very easy to set up, but please be aware that for this feature to work, …

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SnapEngage Best Practices Agent and Admin

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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

  • The tone and voice of the agent(s)
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Introduction to Hub

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This article explains Hub the chat agent portal.

The Conversations Hub allows your agents to chat in style without sacrificing performance. You will definitely enjoy how easy it is to navigate and use the Hub, due to its modern design and a layout with separate panels. You’ll learn about all this in our guide, so let’s begin!…

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How to know who ended the chat

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This article goes over how to know who ended the chat.

 

We have recently added a new piece of information on the chat transcript. You are now able to see who ended the chat. Whether it was the agent, visitor, or if it was an idle time-out.

Simply head over to the Logs section in the …

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How to: Enable email notifications for chat queue

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This article explains how to enable email notifications for the chat queue.

If you like to keep an eye on the chat queue but aren’t always able to have the dashboard up, we have added the option to get an email notification. Here’s how to set it up.

  1. In the Admin Dashboard, head over to Settings >
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How to add a background image in Design Studio

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This article explains how to add a background image in Design Studio.

The Design Studio is the best place to create custom buttons, chat boxes and offline forms. Here’s a step by step guide on how to add a background image to your chat box.


Head over to your Admin Dashboard and click on Settings > Design …

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How do I open a chat from an email link?

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The purpose of this article is to provide a comprehensive overview of how to open a chat from an email link.

Overview

You can start a chat from an email link, however, there are certain limitations. SnapEngage needs an active browser window to work — JavaScript code can not be included in emails for security reasons. So …

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