Helpwise Engage is an amazing feature which enables you to reach out to visitors or users of your website. You can start a conversation with the visitor on your website or share some product updates with them. To setup an engage follow the steps below:

  • Click on Automation in navbar and then select “Engage”. This will take you to the engage setup page.
Engage in Automation
  • Select the Inbox from the dropdown list provided, to create a new message campaign or manage existing ones.
Select Chat Widget for Engage
  • Here, you will find the list of all the previous engage campaigns you have create. If you have not made any engage campaign yet, then you will find the “Create Engage” button, as shown in the below image.
Create first Engage
  • After clicking the button, a modal will open which will ask you to select the channels, on which you want to run the engage campaign. There are two options in the channel list:
    • Chat engage and
    • Email engage (Coming Soon).
  • Select chat engage option from it. Now you will be redirected to the create page
  • After filling the details, Click either “Save” button or “Set Live” button based on your preference. Once you click any of the button, it will redirect you back to the list page and you’ll find your new engage their itself.

That’s it! Now that you have created your first Helpwise Engage campaign, you will be able to reach out your audience easily to either start a conversation or share your product updates and news with them.

For further queries, schedule a free demo with us.