Driansh Softtech

Documentation

Account setup

Set up your account, team, roles, inboxes and business hours.

5 articles

  1. 1Account settingsChange your EngageOne account name and language, find your account ID, and set up auto-resolve and required attributes for conversations.
  2. 2Inboxes and channels explainedUnderstand how channels and inboxes work in EngageOne, which channels you can connect, and how to plan, create and manage your inboxes.
  3. 3TeamsGroup agents into teams such as Sales or Billing, assign conversations to a team, and let EngageOne pick an available team member automatically.
  4. 4Roles and permissionsLearn what administrators and agents can do in EngageOne, and how to create custom roles that give people exactly the access they need.
  5. 5Business hours and away messagesSet opening hours for each EngageOne inbox, send an automatic away message outside those hours, and greet customers when they first write in.

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