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Customer Service setup
Brands, teams, agents, business hours and the setup wizard.
- How do I add agents and limit their access?Agent roles and conversation access scopes.
- Which language do my customers see?Brand language and customer language.
- How do I use the customer support setup wizard?Prepare Customer Service step by step.
- What is a brand and how do I create one?Separate portals, email identities and appearance for multiple brands.
- How do I create saved replies and macros?Reuse common replies and apply several actions together.
- How do I manage tags?Categorise conversations with tags.
- How do I create teams?Route customer requests to the right team.
- How do I set business hours?Business calendars, time zones and their effect on SLA targets.
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