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Getting Started With Settings

Kindly follow these steps to learn about settings:

Step 1: Click on the pen icon to change business assistant name. See article  here on how to rename your business assistant

Step 2: Click on the profile image

Step 3: Click on the setting option

Step 4: You will be taken to the setting page where you can access profile details, password reset, packages, Extension, Transcript and WhiteLabel

Step 5: Click on the profile tab to change informations about your profile

Step 6: Click on password reset to reset password

Step 7: Click on the package tab to see all packages and their respective features, and you can upgrade to any of the plan

Step 8: Click on extension to generate API key and add extension from chrome store

Step 9: Click on transcript to activate the preffered email API to send tracript of conversation for the embeded widget on  clients website

Step 10: Click on whitelabell to Select an email API to send login credentials to your team member and client.

Updated on May 22, 2024

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