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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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System Messages
Navigation path: Settings > System Messages Overview Default Language This language is used as default language for your messanger or webchat. You can add languages by clickig + Add Language. Messages The list in the middle of the page shows all System Messages and their corresponding text. You can filter the list by…
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User Management
Navigation path: Settings > User Management Tab: Users On the left side of the email you can see whether or not a user is logged in/logged off and Online/Offline* (by clicking the green button in the navigation bar). You can create users in three different ways: By clicking + Invite User - those users will receive an Email…
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Advanced User Management
Navigation path: Settings > User Management Access Rights Management This guide describes how to set up an access rights management system for recordings of conferences performed through the TeamViewer Engage Sales Suite following model seen below. Model This model shows a simple structure for a sales department. One Head…
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Security
Navigation path: Settings > Security Overview In the security tab you can define special security measures for TeamViewer Engage. IP Whitelisting You can define IPs or IP subnets to only allow specific IPs to login to TeamViewer Engage. This can be achieved by clicking the Add button and then entering a specific IP:…
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Tagging
Navigation path: Settings > Tagging Additional Information Additional Information fields are a set of attributes your agents can fill in while chatting with customers in Live Chat. In the Attributes menu, through + Add label you can create as many fields you need. There are different field types: Having created some…