Settings Menu

Settings Menu

Settings menu with sections for User, Account, Widgets, Blocking, Chat, Tickets, People, Organizations, and Solutions. Each submenu lets you customize aspects of the system. Click Learn more in each section for details and documentation links.

The system's Settings menu lets you customize and manage various aspects of the platform. Below is a description of each available item and subitem:


User
  • General – Basic user settings. Learn more
  • Profile – Profile data and personal information. Learn more
  • Audio – Audio device settings. Learn more
  • Access password – Change the login password. Learn more
  • Avatar – User image management. Learn more
  • MFA authentication – Configure multi-factor authentication. Learn more
Account
  • Users – Manage account users. Learn more
  • Departments – Define areas and departments. Learn more
  • Groups – Manage user groups. Learn more
  • Visibility groups – Define access rules. Learn more
  • Profiles – Access profiles and permissions. Learn more
  • Channels – Manage support channels. Learn more
  • Channel blacklist – Configure channel blocks. Learn more
  • Email notifications – Set up email alerts. Learn more
  • Quick replies – Manage predefined replies. Learn more
  • Forms – Create and edit forms. Learn more
  • REST API – Access the platform API. Learn more
  • Plan – Information about the subscribed plan. Learn more
  • Billing – Manage billing information. Learn more
Widgets
  • Messages – Configure messages in widgets. Learn more
Blocking
  • Clients – Block specific clients. Learn more
  • Monitoring (now) – Real-time monitoring of blocks. Learn more
  • Login blocks – Login restrictions. Learn more
  • Restrict authentication – Define authentication policies. Learn more
  • Websites & Domains – Block sites and domains. Learn more
Chat
  • Installation code – Code to embed the chat on your site. Learn more
  • Appearance – Customize the chat appearance. Learn more
Tickets
  • Settings – General ticket settings. Learn more
  • Ticket resolutions – Register standard resolutions. Learn more
  • Request types – Define ticket types. Learn more
  • SLA hours – Configure schedules for SLA. Learn more
  • SLA – Define the operation's SLAs. Learn more
  • Tags – Create and manage tags. Learn more
  • Notifications – Manage ticket notifications. Learn more
People
  • Tags – Tags to organize people. Learn more
  • Customize fields – Add or edit people fields. Learn more
Organizations
  • Tags – Tags for organizations. Learn more
  • Customize fields – Customize organization fields. Learn more
Solutions
  • Portals – Manage self-service portals. Learn more