Account Settings

Last updated

The Settings area is where you configure your account and tailor the workspace to your team.

Pages are grouped in the navigation column on the left:

  • Workspace — account details like name, language and support email, plus your agents, teams and security.
  • Inboxes & Routing — connect channels like website live chat, WhatsApp, Facebook and email, and control how conversations reach your team.
  • Automation & AI — automation rules, macros, canned responses, agent bots and message sequences.
  • Data & Integrations — labels, custom attributes and connections to your other tools.
  • Account — billing and the partner programme.

Account settings