Account & Settings

Configure your workspace and team.

Add Team Members and Manage Permissions

Go to Settings > Team Members and Groups to manage groups, accounts, and permissions.

Set service hours to manage when team members can receive conversations.

Set automatic rules for conversations between team members and visitors.

Go to Settings > Contacts to manage contact information.

Save answers to common questions so team members can insert and send them during conversations.

Add and manage tags for individual conversations.

Add quick buttons to the conversation interface so team members can respond more efficiently.

Manage file, image, and video transfers and message recall in Conversation Extensions.

Define words or phrases that should not appear in conversations.

Add or remove contacts from the blocklist to manage their access and ability to start conversations.

Embed information from your own system in the conversation page using a custom iframe.

Configure login restrictions, allowed domains, and visitor region permissions in Security Settings.

Review operations related to account and data security.