Profile settings
Open the profile menu from the avatar in the sidebar and choose Profile Settings.
Personal details
Name, display name and avatar. Customers see your name in conversations, so fill it in properly.
Changing your email
- Enter the new address in the email field.
- Save the changes.
- Confirm the new address from the email you receive.
Until you confirm, you still sign in with the old address. If the email does not arrive, check your spam folder.
Changing your password
The password is changed in the same section, and you will need your current one.
Interface language
Pick the dashboard language and save. This is personal — every agent has their own.
Signature
Text appended automatically to your replies. Useful on the email channel.
Notifications
Configured separately for email and push:
- a conversation is assigned to you;
- you are mentioned in a note;
- a new message arrives in your conversation.
Push notifications need browser permission.
Access token
Your personal API token lives in this section too — see "API and access token".
Two-factor authentication
Enabled here as well — see "Security and audit logs".