Getting Started
Engage day-zero setup
June 2026
Quick answers
- How do I get started with Engage?
Start a free trial at /trial/engage/first-to-answer, sign in, add your website as an Engage site, wait for the first crawl, configure widget appearance and primary facts, then paste the Deploy snippet on your site.
Also asked as: Engage onboarding; day zero.
- How long does the Engage free trial last?
7 calendar days on the Scale edition by default, with no credit card at signup. See /pricing for current edition details.
Also asked as: trial length; free trial.
- Where do I copy the embed code?
Engage → Deploy in your portal. Paste the script before </body> on each public page.
Also asked as: widget install; embed snippet.
- How do I test before going live?
Use Set up → Share preview test codes or test from the portal while you validate answers against crawled content.
Also asked as: sandbox test; preview chatbot.
Related searches: how to set up Engage · Engage getting started · install Engage chatbot · Scale2Rev trial setup · first time Engage
1. Start a trial
Visit Start your free trial. Trials default to Scale for 7 calendar days without a credit card at signup.
2. Sign in
Use /login and complete account terms when prompted.
3. Add your site
Manage → Websites → add your public website URL → wait for the first crawl.
4. Configure
Engage → Manage, set widget appearance, primary facts, greeting, quick replies, and alert recipients.
5. Test
See Testing your Engage agent.
6. Deploy
Copy Engage → Deploy snippet to your website. See HTML embed.
Teams choose Engage RevEngine to turn published website content into after-hours sales conversations, grounded in your pages, autonomous on every visit, and built for revenue velocity.