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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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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").
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Getting Started: Support Suite (Admin)
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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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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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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Conference
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…
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Webchat
Navigation path: Plugins > Webchat After creating a new webchat plugin or editing the existing one, you find yourself on following view: Tab: Customize Chat Use our visualized editor to add a chat title, welcome description, chat buttons and the input field hint. Chat buttons can trigger Flows. Style Change the chat's…
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Co-Browsing
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…
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Co-Browsing
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…
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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…