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.
Navigation path: Plugins New Plugin After creating a new conference plugin or editing the existing one, you find yourself on following view: Tab: General By default, the plugin is created by the onboarding process, so the name of the plugin contains this hint. This should be changed to a meaningful name. Recordings By…
Navigation path: Plugins When adding or editing your Co-Browsing module, the following can be configured: Tab: General Recordings Choose whether you want to save or not save recordings of your Co-Browsing sessions. Some countries require companies (esp. banks) to have every customer interaction documented for audit…