Account Settings Overview

Settings

Velaro agents that have Administrator role privileges will have a gear-shaped Settings button on their top navigation menu, at the right next to the Agent name and headshot. Click on the Settings icon to open the settings options.

The Administration will open with the Manage Agents default screen.

Settings Menu

Following are links to articles on account settings and sub-settings.

Configure agents

Configure groups

 Canned Responses

Bots

 Workflow

  • Basic
  • Advanced
Scheduling

 Knowledge Base

  • Settings
  • Topics
  • Articles

 Design

Visitor

  • Conversations
  • Blocking
  • Campaigns

 Galleries

  • Buttons
  • Invitations
  • Eye Catchers

Account

Integrations


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