Create and manage agents

Set up your omnichannel team profile in the Company accounts tab. You can customize your team with a team avatar, public name, and team email address for notifications. You can also add information about your company and set up your timezone. Learn how you can customize your company account in this article.

How can I set up my company account?

Here is how you can easily set up your company account:

Step 1: Go to Administration > Company account, as seen in the picture below.

Image 1: How to set up a company account?

Step 2: Click on the Team profile tab and edit the information you need to update. Here you can change the following: 

Team avatar – you can upload an image or choose an image in our library. Team avatar will be visible to your customer once they reach to you through our chat widget. For example: 

Image 2: Team avatar visible in the chat widget 

Team name – the name of your team visible to you and your agents.
Team public name – the name of your team visible to your customers once you respond to them via email.
Team email –  here you can add the email address of your team.

What else can I customize?

If you filled in the requested fields, you can now move on to the Company profile tab.

Step 3: Click on the Company profile tab that looks like the picture below:

Image 3: Company profile tab 

Information in the Company Profile tab will be visible only to you. Here you can add the following:

Website address – as the name suggests, you can add your website here.
Industry – chose from the drop-down menu one related to your business.
Chat purpose – you can chose between sales or support.

In this tab, you can also enable, or disable, private conversation option. To learn more check out our private conversations article.

Step 4: Last, click on the Language and Region tab. Here is how this tab will look like inside the app:

Image 4: Language and Region tab