Account Setting

The different options available in the Settings panel of the platform allow you to make the most out of it. By using the following options, you can simplify how the platform works and provide customers with the best-in-class user support.

1. Customization options to make the interface represent the business more evenly.

2. Create different roles and assign permissions per requirement.

3. Create the Team members and Manage Team members.

4. Create departments to sort team members' duties.

5. Add team members to assign tasks to them based on their department.

6. Make quick message templates to use in the chat.

7. Create Custom Fields for use in automation workflows.