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Introduction: User Manuals
📌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 in your head to TeamViewer Engage. Thank you! ___ The…
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Preparing eMeetings
The menu item eMeetings is the center for the agent. There appointments can be created, customers managed and documents prepared: Overview Appointments Documents My Customers Meeting Links User Groups
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Overview
Navigation path: Main Menu > Live Chat Summary Purpose The Live Chat (also WebChat) interface is where you handle all incoming chat messages from your WebChat. Functionalities / need to know Within the Live Chat interface you are able to do the following: handle conversations and assign/answer/close them shift from Live…
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Overview
Navigation path: Live View Purpose In case of a phone call, the Live View is your entry point to - depending on your organization's TeamViewer Engage implementation - start Co-Browsing or Screen Sharing with a customer. Feature descriptions Continue reading more by clicking on of the features below: Co-Browsing Screen…
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Create User Account
Before we get started with the platform tour, you’re going to need to set yourself up with an account, this will require your company email address, as well as a secure password that’s memorable. Step 1: Follow the email invitation Once your team lead or admin adds you to your company's TeamViewer Engage installation, you…
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Getting Started: Sales Suite (User)
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").
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Guide: Conversation Handling
Handle a new conversation In this section you can learn how to optimally handle an incoming conversation. New Conversation Whenever a new conversation comes in (and the Live Chat window is currently not selected) you will receive a notification and hear a special ringtone. You can open the new conversation by either:…
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Co-Browsing
Navigation path: Live View > Tab: Co-Browsing Purpose Co-Browsing allows you to see what your customer sees, therefore provides you with visual context. Co-Browsing can be started with just a click (no downloads or installations) and is available for websites, web apps, and mobile apps. Feature description Overview of live…
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Overview
Navigation path: eMeetings + tab: Overview Purpose The eMeetings overview is your central view in the Sales Suite. In this view, you see your upcoming appointments, can upload documents and create or start new appointments. Feature description New Appointment From the overview, you can create a new appointment (description…
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Screen Sharing
Navigation path: Live View > Tab: Desktop Purpose Screen Sharing allows you to see what your customer sees, therefore provides you with visual context. Screen Sharing can be started with just a click (no downloads or installations) and is able to transfer desktop applications or whole screens. Feature description Overview…