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Identity, style and default appearance

The representative's name, conversation style, handover timing, and the window's default appearance are configured in the Identity section.

  • Company administrator

What is identity, style and default appearance?

The representative's name, conversation style, handover timing, and the window's default appearance are configured in the Identity section. Who can do this: Company administrator. On phone-width screens, the window opens in full screen regardless of the selected appearance. Open the Identity section in Management → Settings. Enter the name to appear in the window title in the Name field.

Steps

  1. Open the Identity section in Management → Settings.

  2. Enter the name to appear in the window title in the Name field 1.

  3. Select Style and Handover Rule 2.

  4. Select Default Appearance: bottom right, bottom left, side panel, or full screen 3. Click Save.

Identity, style and default appearance (with demo data)
  1. 1Conversation style
  2. 2When to hand over
  3. 3Window position
On mobileOn phone-width screens, the window opens in full screen regardless of the selected appearance.

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