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Introduction: Admin Manual
📌Note: Xaleon has a new name! We proudly present you TeamViewer Engage! Going forward we will update all articles with the new name and new screenshots reflecting the new look and feel. Please excuse that this might take a while. Whenever you see "Xaleon", translate it to "TeamViewer Engage". Thank you! ___ The following…
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Sales Suite Plugins Overview
Navigation path: Plugins In Plugins, core features can be activated/deactivated. For the TeamViewer Engage Sales Suite, two Plugins are available: Conference plugin Co-Browsing plugin New Plugins can be created by clicking + New Plugin.
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Customers
Navigation path: eMeetings > My Customers Overview The My Customers tab in eMeetings gives you an overview of all customers. Furthermore, you can create a new customer, import ones and edit existing customers. New Customer You can create a new customer by clicking + New Customer and filling out the fields below. This…
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General
Navigation path: Settings > General Tab: Tenant Settings Name This is your tenants name - this is supposed to be your company name. Picture Here you can upload your company logo, please use a square image. Banner Upload a banner picture. 📌Note: Banner pictures must have a minimum width of 130px. Default language The…
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Dashboards
Navigation path: Dashboards TeamViewer Engage provides you with various statistics which are rehashed in different dashboard views. You find the Dashboard in the main menu on the left. Customize your Dashboard Create a new Dashboard You can customize current Dashboards just as you like. If needed, you can simply add a new…
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Support Suite Plugins Overview
Navigation path: Plugins In Plugins, core features can be activated/deactivated. For the TeamViewer Engage Support Suite, three Plugins are available: Web Chat Co-Browsing plugin Audio / Video / Screen Share New Plugins can be created through clicking + New Plugin. Continue reading here Plugins - 02 Webchat
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Action Rules
Navigation path: Rules > Action Rules Summary Purpose Action Rules allow you to manage the visibility of your WebChat and allow you to initiate a conversation with a visitor at the right time. Functionalities / need to know An Action Rule consists of one or more rules. There are two types of Action Rules: WebChat and…
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General
Navigation path: Settings > General Tab: Tenant Settings Name This is your tenants name - this is supposed to be your company name. Picture Here you can upload your company logo, please use a square image. Banner Upload a banner picture. 📌Note: Banner pictures must have a minimum width of 130px. Default language The…
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Dashboards
Navigation path: Dashboards TeamViewer Engage provides you with various statistics which are rehashed in different dashboard views. You find the Dashboard in the main menu on the left. Customize your Dashboard Create a new Dashboard You can customize current Dashboards just as you like. If needed, you can simply add a new…
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Getting Started
Welcome to the Engage Sales Suite. In the following articles, you will learn how to best use Engage to arrange, manage and conduct online meetings ("eMeetings").