Knowledge For All
Configurations
Configure your profile
Update your profile This section will help you to update your agent profile on OMNI. The updated information will be used on the dashboard, live-chat widget, and in all external communication...
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Configure account details
An account in OMNI holds the information about the organization. You can update the name or language used in the account by changing the settings as show below. To update account details, click on...
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Add Agent
An Agent is a member of your Customer Support team. Agents will be able to view and reply to messages from your users. Click on 'Settings' on the Left Hand Side OR 'Click here to Invite Team...
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Setup Web Chat and Customize your inbox (channels)
Inbox for a Website Here is an example of how to add an Inbox for a Website. Click on Website Button. Field Name Value Remarks Website Name Enter Name of your Website ...
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Setting up website chat widget
Setting up Widget Click on Inbox on the home screen. The Inbox you have created will appear here. If you have created multiple inboxes, click on the inbox for which you need to create the widget....
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Create teams
Create and manage teams Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple teams. You can assign conversations to a team when you are...
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Labels
Add Label Labels help you to categorize conversations and prioritize them. You can assign label to a conversation from the side panel. Labels are tied to the account and can be used to create...
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