Settings Page

The Settings page allow for the management of Organization-wide and agent specific settings alike. The page is accessible to any Customer Portal user with a role of Integrations Manager or above, and can be found in the Integrations section of the Portal. Find below the available items and their meaning and effects.

To change any settings, click the Edit button for the section, make the changes, and save them.

Translation settings

Translation settings encompass preferences applying to the whole organization.

All settings pertain to inbound translations and determine the following:

• Start translating on agent assign and Start translating when ticket is created - determines when the translation first fires. Learn more by reading our Features article.
• Default note author - authorship of translated internal notes will be attributed to the FD user selected here.
• Default language - whenever translation is occurring in an unassigned conversation, this language is the target language for inbound translations and the source one for outbounds.

Agents

The Agent Settings page allows for several different aspects of agent management:

• Adding and authorizing new agents
• Managing agent language settings

General settings

• Authorize new agents - this setting will automatically authorize new agents when they are detected.