Account and Company
Learn how to manage your user and company information seamlessly.
Click on the avatar at the top right of your dashboard and select Account or Company:
- Account. Here we'll find all the information related to our profile, namely:
- First name
- Surname/Second name
- Password / Confirm your password
- API Token. The token that allows your user to use Zapier and other API to build integrations.
- Company. Here you can modify your billing information, among others:
- Company full name.
- Contact phone.
- Contact email.
- Company Registration Number.
- Autoassign. If checked, the system will automatically assign conversations to the agents connected and available. Learn more about assignment here.Learn more about connection status here.
- Autocreate Tickets. If checked, the system will create a ticket with every new conversation and will ask you to close it or leave it open once you archive the chat. Learn more about ticketing here.
Auto-assignment is only available for Professional and Business accounts, that allow you to take over conversations as a human. Auto-ticketing is only available for Business Accounts.
If you want your invoices to contain all the relevant information about your company make sure you keep this section up to date!