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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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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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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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Appointments
Navigation path: eMeetings + tab: Appointments Purpose In the tab "Appointments" you will find a calendar view for your already created appointments. Further you can edit created appointments or create new appointments. Feature description Create new appointment Via the button New Appointment you can create new…
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Live view - 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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Documents
Navigation path: Documents Purpose In Documents you can upload document templates and prepare them for your appointments in advance. Feature description Types of documents TeamViewer Engage distinguishes between two types of documents: My Documents and Company Documents. My Documents are your personal document…