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Profile Setup

This section will help you to update your agent profile!

Update Your Profile

Each agent account can customize their profile at any time within the profile settings page

  1. Click on your User Icon on the dashboard's bottom left corner, which opens a menu.

  2. Click on Profile Settings.

  3. Make any applicable changes.​

The fields on the page are described below:

Field Name
Description

Profile image

A square image that suits your profile. If no image is provided, then the system will take a Gravatar Image. Note that your image is only visible internally to other agents and not to external chat users

Your full name

Provide your full name. e.g.: John Hopkins

Display Name

Provide a name that you want to be displayed on the chat/emails e.g.: John H

Personal Message Signature

Create a unique message signature to appear at the end of every message you send from any inbox

Hotkey to Send Message

You can select a hotkey (either Enter or Cmd/Ctrl+Enter) to send a message instead of clicking the Send button

When updating your Full Name, Display Name, or Profile Image, ensure that you click the Update Profile button before exiting to save your changes. All other updates made on this page will save automatically.

  1. If the changes are successful, you will see: "Your profile has been updated successfully"

Add/Edit Your Signature

Create a unique message signature to appear at the end of every message you send from any inbox. You can also include an inline image, which is supported in live chat, email, and API inboxes.

  1. Tap your initials in the bottom left corner of the Live Agent Engine Dashboard. Select "Profile Settings"

  2. Create your signature and hit "Save Message Signature"

  3. When responding to an email, "Enable Signature"

Toggle Dark/Light Mode

Customize the appearance of the Live Agent Engine by selecting from three options:

  • Light mode

  • Dark mode

  • System mode

The default setting is "System," aligning with your browser or operating system preferences. If set to dark mode, the appearance will be dark; otherwise, it will be light.

To change the Live Agent Engine's appearance, do the following:

  1. Click on your User Icon on the dashboard's bottom left corner, which opens a menu.

  2. Click Change Appearance

  3. Choose the desired appearance

The Password field within the Live Agent Engine dashboard is not applicable to users. To update your password, please follow the instructions here: Update Your Password

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