Contact Centers Continue to Find New Ways to Optimize Live Chat

(Today’s Guest Post is brought to you by Scott Brand with Inspirations for Youth Rehab sharing with us some of their successes and thoughts on using live chat)

It is quite obvious that the love affair that consumers have had with Live Chat continues to get stronger and stronger. And the numbers speak for themselves. According to eDigital’s live bank survey, conducted by Econsutancy, a renowned international research and customer service training group, Live Chat has the highest satisfaction level of any customer service channel, with 73%, compared with 61% for email, 53% for Apps, 50% for posts, 48% for Social Media, 44% for phone, and 41% for SMS. (more…)

Announcing Our New Integration with Hubspot


Greetings everyone! SnapEngage is proud to announce our native, certified integration with Hubspot! With the new SnapEngage + Hubspot integration, you’ll be able to leverage both online and offline interactions with your website visitors in exciting new ways to maximize your SnapEngage service and convert your leads into sales. Keep track of all SnapEngage chat interactions and leads directly in Hubspot, your all-inclusive marketing platform.

In case you’re already a SnapEngage/Hubspot user and you haven’t given this exciting new integration a try, we recommend that you run – not walk – to your Admin Dashboard to set it up (well, after you finish reading this post of course!). Once you’re there, choose the widget you’d like to use and then click the Integrations tab on the left side. From there you can select the Hubspot icon, and proceed to set up the integration. Connecting to Hubspot is quick and painless; just enter your Hubspot portal information into SnapEngage and you’re all set. Please check out this guide for full instructions on integrating SnapEngage with your Hubspot account.

Let’s dig in and take a closer look at what this new integration can do to enhance your sales and marketing strategies.


Introduction to our Shiny New Analytics

If you’ve been with us for a while, hopefully you’ve made good use of our Reports system to monitor and improve both your live chat activity and chat agent performance.

We know that actionable data is vital for improving both your business and your customers’ experience, and although our Reports were very useful, we knew we could make them better and more useful for you!

That is why we’re proud to bring you our new Analytics system!

It’s better, faster, stronger, more accurate, and completely rebuilt! (Also prettier.)


The new system has been custom built by our developers over the last several months to be perfectly suited to your needs and specifications, so you have all the tools at your disposal to increase your live chat performance, and grow your business! We have much greater control over the new system, and we plan to continually improve our Analytics features and offerings.

A few notable features and improvements:

  • Faster, more responsive reports. 
    • With a vastly superior back-end system to support them.
  • The new reports are far more interactive.
    • You have greater control over how you wish to visualize your data — chat type filtering, period scaling, agent selection, etc.
  • Timezone struggles are now a thing of the past.
    • Your Analytics reports are now tied directly to the Timezone configured in your “My Account” settings.
  • Drill down on data in the graphs to find all correlated chats.
    • Simply click on a bar or datapoint to see the drilldown!
  • More granular visibility on individual agents’ performance.
    • Click on agents in the “Agent Table” to see individual data visualized in the graphs above.

To see answers to commonly asked questions about the new reports, check out our Analytics FAQ.

Or, to get a detailed description of each new report, check out the Intro to Analytics.

A harbinger of what’s to come!

You’ll also notice that the Analytics system is using a completely re-designed Admin Dashboard. We are currently in a transitional period as we work to migrate our entire Admin area to the new, easier-to-use layout.

One of the biggest improvements of the new design:

Never forget which widget you’re working on again! The new layout offers significantly improved visibility for your current widget and the current chat status of that widget. If your widget is in “unavailable” status, mouse over the yellow bead to see a tooltip with more details.

Click on the dropdown to switch to another widget, or just to see the chat status of all your widgets in one convenient view!


Any questions or comments about the new Analytics, or our new Look and Feel? If so, please come chat with us or drop us a line at [email protected] to let us know!

Call Me is becoming international!

Our Call Me feature has been limited only to US and Canadian number, however we are now allowing you to communicate with your international customers by phone.

Currently we are supporting these countries United States, Canada, Brazil, Mexico, Austria, Belgium, Bulgaria, Czech Republic, Denmark, Estonia, Finland/Aland Islands, France, Germany, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Poland, Portugal, Romania, Slovakia, Spain, Sweden, Switzerland, United Kingdom, Russia, Kazakhstan, Cyprus, Argentina, Australia, Cocos Island, Christmas Island, New Zealand, Chile, Colombia, South Africa, Israel

If you want to start using this feature this article would please have a look at this article and it will point you in the correct direction.

Use Salesforce Solutions for your knowledgebase

Salesforce Solutions allows you to create articles to help answer common problems. By connecting your Solutions articles to SnapEngage you will be able to search these articles to quickly answer your customers questions from within the SnapEngage chat portal.

To set everything up please follow these steps:

Make sure that you have the Salesforce integration connected. You can check this by going to the “Integrations” tab in the admin dashboard where you should see this screen:

Screen Shot 2014-06-12 at 5.39.03 PM

Look for the green “Connected” message. If it’s present, proceed by clicking on “Knowledgebases” tab then click on the Salesforce icon. If you see a red “Not Connected” message please follow these steps.

Screen Shot 2014-06-11 at 5.45.13 PM

Next, click on the “Save” button:

Screen Shot 2014-06-11 at 5.45.19 PM

After that, create a Solution in Salesforce if you don’t have one already:

Screen Shot 2014-06-12 at 5.40.00 PM

Make sure that the Solution is set to reviewed, we will not list any drafts.

Screen Shot 2014-06-12 at 5.40.54 PM

Now, whenever you get stuck, you can search your Solutions in the chat portal knowledgebase for the answer:

Screen Shot 2014-06-12 at 5.54.35 PM

Good luck chatting!