Onboarding & Setup
Sharing Agents With Your Team
Last Updated: June 16, 2026What this does This guide shows you how to give your team access to specific agents. Once shared, they can handle chats, tickets, and conversations for that agent. How sharing works Agents are not visible to everyone by default. You choose which team members can access each agent. Steps The selected users will now see this agent in their...
Collaboration
Last Updated: June 16, 2026This guide shows you how to add your team to HighEngage and control what they can access. Once invited, your team can start handling chats, tickets, and conversations. Invite Team Members Steps The user will receive an email to join. Roles & Access Admin Member Manage Members Changes apply immediately. Important Notes Next, assign your team to agents...
Installing HighEngage on WordPress
Last Updated: June 4, 2026This guide walks you through adding your HighEngage chatbot to your WordPress website. Once installed, your chatbot will be visible on your site and ready to interact with visitors. Method 1: Add via Theme (Recommended) This method ensures the chatbot loads across your entire website. Steps Your chatbot should now appear on your WordPress website Method 2: Use...
Embedding the AI Chat Widget
Last Updated: June 16, 2026It Adds your AI agent to your website so visitors can start chatting. Choose your embed type 1. Basic Embed (Required) Use this for most cases. Works for: No login or user identification needed. 2. Authenticated Embed (Optional) Use this only if your product has login. Needed when you want: Requires: Add Basic Embed (mandatory) That’s it , your chatbot...
Deployment & Installation
Last Updated: June 4, 2026Deploy and install the AI agent on your website Step 1: Customize Chat Widget Appearance Personalize the chat widget’s overall look and behaviour so it blends smoothly with your website design and improves user interaction. Widget Size Controls the overall dimensions of the chat window for better usability and screen fit: Button Size Adjusts the size of...
Previewing Your AI Agent
Last Updated: June 16, 2026lets you see exactly how your AI agent will appear and respond before going live. How to Preview Your Agent From dashboard from chat setting What You’ll See The preview opens a live simulation with the chat widget. You can: When to Use Preview If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.
Understanding Agent Status (Active vs Disabled)
Last Updated: June 16, 2026Agents in HighEngage have two states: . Active Disabled Changing Status Use the toggle on the agent card: If you have any questions, concerns, or need further clarification, please contact support@highengage.com for assistance.
Editing an Existing Agent
Last Updated: June 16, 2026You can update your AI agent at any time to improve its responses, change its behavior, or adjust its configuration. How to Edit an Agent Agent card with three-dot menu → Edit Agent You’ll be taken to the Agent Settings page. What You Can Edit Inside Agent Settings, you can update different aspects of your agent: Personalization Data Source AI...
Agent Management
Last Updated: June 16, 2026Agent management in HighEngage allows you to create, view, update, and control all your AI agents from a single place. This helps you manage multiple use cases (sales, support, operations) efficiently. Where to Manage Agents What You Can Do with Agents Create a New Agent View Agent Details Each agent card shows: This gives you a quick...
Setting Up Your New AI Agent
Last Updated: June 4, 2026Setting up your AI agent in HighEngage involves creating it, adding knowledge, and testing how it responds. By the end of this setup, your agent will be ready to handle real conversations. Step 1: Create a New Agent You’ll be redirected to the Agent Settings page. Step 2: Configure Basic Settings This defines how your chatbot looks and interacts with...
Completing the HighEngage Onboarding Wizard
Last Updated: June 4, 2026The onboarding wizard helps you set up your first AI agent in a few simple steps. It guides you through the essential configuration so you can get started quickly. Steps to Complete Onboarding Step 1: About You Provide basic information to personalize your workspace: This helps HighEngage tailor the experience to your use case. Step 2: Choose...
Choosing Your Use Case Template
Last Updated: June 4, 2026During onboarding, HighEngage allows you to choose how you want to create your AI agent either from scratch or using a predefined template. This step helps you quickly align your agent with your business goal. How to Choose Your Setup Template selection screen with “Build Your First Agent” and template options Option 1: Build Your First Agent Click Get...