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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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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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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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Audio / Video / Screenshare
Navigation path: Plugins > Audio / Video / Screenshare In this plugin you can change the settings for Audio / Video / Screensharing. Name Here you can define an (optional) Name for your Audio / Video / Screenshare Plugin. UI By clicking on Edit translation you can change the general Messages when certain events are…
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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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Routing Rules
Navigation path: Rules > Routing Rules Summary Purpose Routing Rules allow you to assign incoming messages to the right team member or team. Make sure that specific questions are answered by a team member with the right skillset. Functionalities / need to know Routing Rules can be created for WebChat or Calling. A Routing…
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SLA Rules
Navigation path: Rules > SLA Rules Summary Purpose SLA Rules allow you to set goals of urgency for replying to messages within Live Chat. It helps you to ensure that specific customers or customers of higher importance get the support or treatment they expect. Feature descriptions Your first SLA Rule To create your…
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Forms
Navigation path: Automation > Flows Summary Purpose With Forms you collect customer requests (+ contact information) during off-duty times, and gather feedback after completed support interactions. Functionalities / need to know Forms can be triggered after conversation is marked as done Forms can be triggered…
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Flows
Navigation path: Automation > Flows Summary Purpose With Flows you can pre-model conversations, that can be used in different ways. Flows are Chatbots. For the purpose of automation, Flows can automate standard questions and requests, or be used by agents to easier handle repetitive tasks. From a marketing…