Set Up Business – Configure company details, branding, and core settings.
To setup your business details:
Navigate to > Management > Settings > SetUp Business
Set Up Your Team – Manage users, roles, and permissions.
To setup your team details:
Navigate to > Management > Settings > SetUp your team
Modify - Departments, Roles, team info.
Profile – Update personal profile details.
To update personal profile details. :
Navigate to > Management > Settings > profile
- Update Name, email, gender, phone numbers,.... Then Click "Save"
- You also can change change password
Email – Manage email settings, sender details, and templates.
To update email preferences:
Navigate to > Management > Settings > email
In steps learn how to update sender details, and templates. Click Here
SMS – Configure SMS gateways and messaging preferences.
To Configure SMS details. :
Navigate to > Management > Settings > sms
- Show Providers and update Templates
Quick Replies –Set quick replies to handle customers repetitive conversations quickly.
To update quick replies:
Navigate to > Management > Settings > quick replies
- Add & edit quick replies based on your needs
Notifications – Set up alerts for campaigns, leads, and customer interactions.
To update notifications:
Navigate to > Management > Settings > notifications
- Select and activate needed notifications to be notified instantly
Menu – Customize navigation and menu structure.
To Customize navigation names :
Navigate to > Management > Settings > Menu
- Select and edit any menu or sub menu and rename it based on your business needs.
Fields – Define and manage custom fields for data collection.
To Customize navigation names :
Navigate to > Management > Settings > Fields
- Select any field of (Customer/ Purchase requests / Product/ Services) an mark it as required or not .. then click Save
Integrations – Connect third-party tools and automate workflows.
To Connect with the third-party tools
Navigate to > Management > Settings > integrations
You can manage and the third-party tools that help your business needs
Tags – Create & edit tags to use it through out the customer journey
To create and edit tags
Navigate to > Management > Settings > Tags
Omni-channels Management - Modify the omnichannel settings
Account & Channel Assignment
Account Assignment
Account Assigned: Shows which business account is linked
Channel Assigned: Displays connected communication channels
Available Channels
Manage these integrated platforms:
Omni Channels: Unified inbox for all channels
Internal: Team communication
WhatsApp
Messenger (Facebook)
Instagram DM
WebChat (Website live chat)
Facebook Posts (Comment management)
Instagram Posts (Comment management)
User & Team Management
Data Set: Filter viewable conversations
Users: List of all team members
Select Agent: Assign conversations to specific agents
Add Users: Onboard new team members