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Engage docs

Engage docs

Browse by your role to find step-by-step instructions for the tasks you do every day.

Getting started

4 guides

  1. About Pexip Engage2 min read
  2. Users and roles2 min read
  3. Hybrid appointments3 min read
  4. Agent Language Expertise3 min read

Agents

12 guides

  1. Getting started as an Agent2 min read
  2. Linking your calendars2 min read
  3. Appointment hours3 min read
  4. Viewing appointments1 min read
  5. Rescheduling appointments1 min read
  6. Reassigning appointments1 min read
  7. Internal notes1 min read
  8. Cancelling appointments1 min read
  9. Confirming appointments1 min read
  10. Completing appointments2 min read
  11. Managing your account settings3 min read
  12. Add a meeting room to an appointment1 min read

Office Managers

5 guides

  1. Getting started as an Office Manager2 min read
  2. Assigning subjects to Agents2 min read
  3. Managing appointments on behalf of Agents3 min read
  4. Setting the scheduling rules3 min read
  5. Adding office location details2 min read

Administrators

10 guides

  1. Getting started as an Administrator2 min read
  2. Managing subject groups2 min read
  3. Managing subjects3 min read
  4. Creating questionnaires2 min read
  5. Providing translations1 min read
  6. Working with outcomes2 min read
  7. Working with offices3 min read
  8. Adding Employees3 min read
  9. Managing Employees1 min read
  10. Customising calendar event templates10 min read

Engage Plugin

1 guide

  1. Creating Engage plugin workflows4 min read

Technical

2 guides

  1. Meeting Rooms setup via Microsoft 3654 min read
  2. Microsoft Entra ID (OIDC)2 min read

FAQ

5 guides

  1. Calendar and availability1 min read
  2. Appointments and booking1 min read
  3. Account and access1 min read
  4. Offices1 min read
  5. Plugin and display1 min read