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Engage Documentation - Start here
Welcome This Knowledge Hub contains articles about Engage. TeamViewer Engage™ is a next-gen digital customer engagement platform for online sales, digital customer service, and video consultations that empowers companies to elevate their customer experience for lifelong brand loyalty. Navigation You can read all articles…
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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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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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Live chat - 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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Co-Browsing
This usecase describes example steps of the configuration and API usage which are needed to integrate the CoBrowsing / LiveView functionality in another system. 1. Configuration In the plugin configuration of the backend, activate the LiveView plugin. We used the following configuration in our example. 2. Script…
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TeamViewer Engage integration for Salesforce
This use-case describes the steps necessary to use TeamViewer Engage Co-Browsing and Live Chat from your Salesforce organization. Install TeamViewer Engage in your Salesforce org TeamViewer Engage for Salesforce is available as a listing on Salesforce Appexchange. To install the app go to salesforce AppExchange with the…
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Audit Logs
This page describes the different audit logs which are tracked by Chatvisor. General General audit logs which are captured across the platform. The can be viewed as tenant admin at Manager -> Activity Logs. For every log the tenant user id is stored. Co-Browsing sessions For every Co-Browsing session there are different…