When you first create an account or team, it's a good idea to configure some basic settings. You can find these in the main menu > Settings.
The Settings page is split into two sections: Personal and Team settings.
Personal settings
Account settings lets you manage the details of your account. Here, you can change your profile picture, name, email, and password. The profile picture will be visible to all your teammates, and to users who talk to you via live chat. The name will be visible to your teammates, and will be the name used for your default sender profile. Changing your email requires administrator approval.
Notification settings lets you configure notifications. Notifications only fire for conversations in your starred inboxes. You can configure how new messages should notify you (sound, browser notification, email notification), and whether you want to receive a daily email summary of all unanswered conversations.
Sender profiles lets you configure your sender profiles. These are used when sending chat messages and emails. Sender profiles let you configure the name, email, and signature that your users see when communicating with you. For example, you might want to include a signature when sending via email, but not via chat. Or you might want to use a different email for talking to inbound leads than outbound leads.
Team settings
Team settings can only be configured by an administrator of your team.
General settings lets you configure the name of your team and your team color. The team name is visible to your team members in the top right of the Pavior interface. It's also visible to your customers if you're using the live chat feature and haven't set uploaded a logo. The team id (created by your first team member) cannot be changed at this time.
Installation has a ready-to-use code snippet that you can paste on your website to quickly install Pavior. However, we strongly recommend you go through the installation section in order to make full use of Pavior's powerful features.
Members lets you view, invite, and remove team members, as well as change their permissions. This is also the screen where administrators can view and accept email change requests.
Email settings lets you set up a custom domain for sending emails (paid plans only). Customers receiving your email will attribute more professionalism to emails sent from your own domain. You will need to be the owner of the domain, with access to change its DNS settings. If you don't set up a custom domain, emails sent on your behalf will be sent from yourname@yourteamid.convo.email. Learn more at Email domain setup.
Chat settings lets you configure the look of your live chat bubble. You can choose a color (if different from your team color), welcome message, and the logo to be shown to your users. You can also choose where on the page the chat bubble should appear. If you need more customization, welcome message and position can be configured dynamically on each page using our client API.
Help center settings lets you configure the look of your help center. You can choose a color (if different from your team color) and a logo.
Manage inboxes lets you create inboxes for your team, as well as rules for assigning inbound messages. Every team member has their own inbox, but sometimes it's useful to be able to group conversations by something other than team member. For example, you might have a Paid users inbox that automatically gets all new conversations from paid users assigned to it.
Integrations lets you connect Pavior to other applications. For example, you might connect to a payment processor in order to automatically populate your users' payment and billing history into the CRM.
Billing lets you upgrade/downgrade your account to a different tier, as well as manage your payment methods.