What is Pexip Engage?
Pexip Engage is a planning layer that integrates with Microsoft Office 365, Microsoft Exchange, and Google calendars. It enables customers to schedule appointments with Agents based on location, expertise, and availability.
User interfaces
Pexip Engage provides two user interfaces:
- Engage Backoffice – Used internally by Agents, Office Managers, and Administrators to create and manage the appointment process, including Agent and office profiles, availability management, calendar linking, and appointment modifications.
- Engage Plugin – The customer-facing tool for booking appointments. Shared via links on websites, email signatures, and marketing campaigns. The workflow steps are configurable.
Roles
Pexip Engage defines three roles for Backoffice users:
| Role | Responsibility | Access |
|---|---|---|
| Agent | Participates in appointments and manages their calendars | Calendar and Appointments tabs |
| Office Manager | Sets up rules governing appointments, Agents, and offices | Team tab |
| Administrator | Sets up Pexip Engage for the organisation | Organisation tab |
All Backoffice users can access online Help and their account settings.