My Profile

Manage your personal profile settings, change your password, configure notifications, and customize your preferences.

Access your profile by clicking your name in the top-right corner and selecting My profile from the dropdown menu.

General Profile Settings

Update your personal information and profile photo. Some fields like username, role, and business unit are set by your administrator and cannot be changed.

Update Your Profile

Edit your name, public name, language, and contact details.

Note
Your Username, Role, E-mail, and Business Unit are managed by your administrator and cannot be changed here. Your phone numbers, time zone, and About note are visible inside the dashboard only. They are never shown to customers.

Steps:

  1. Click your name in the top-right corner and select My profile.
  2. On the General tab, update your information as needed.
  3. Click Save changes to save your updates.

Result: Your profile information is updated and visible throughout the platform.

FieldDescription
Your NameYour full name as displayed internally to other agents.
Your Public NameThe name displayed to customers in web chat conversations.
Your Language codeYour preferred language for automatic translations.
Your Landline Phone NumberYour office phone number.
Your Mobile Phone NumberYour mobile phone number.
Your Time ZoneShown to teammates alongside your local time, and used for your tasks: it decides when an all-day reminder fires, when your daily task summary is sent, and when your overnight quiet hours run. If you leave it unset, Convrs assumes Europe/London.
AboutA short note your teammates will see, such as your role or area of focus.

Upload a Profile Photo

Change your profile avatar image.

Note
Allowed formats are JPG, GIF, or PNG. Maximum file size is 1500KB.

Steps:

  1. Click your name in the top-right corner and select My profile.
  2. On the General tab, click your avatar image.
  3. Select an image file from your computer.
  4. Click Save changes to apply the new photo.

Result: Your new profile photo is displayed in the header and in chat conversations.

Password Management

Change your account password to keep your account secure.

Change Your Password

Update your account password.

Warning
Make sure your new password is strong and unique. Do not share your password with others.

Steps:

  1. Click your name in the top-right corner and select My profile.
  2. Click the Change password tab.
  3. Enter your current password in the Current password field.
  4. Enter your new password in the New password field.
  5. Re-enter your new password in the Repeat new password field.
  6. Click the Change Password button.

Result: Your password is updated. Use the new password for your next login.

Notifications

Configure how you receive alerts for new messages and incoming chats, and how task activity reaches you.

Configure Notifications

Set up sound and browser notifications for chat activity.

Steps:

  1. Click your name in the top-right corner and select My profile.
  2. Click the Notifications tab.
  3. Configure your notification preferences using the available options.
  4. Click Save changes to apply your settings.

Result: Your notification preferences are saved and applied immediately.

Tips
  • Enable browser notifications to receive alerts even when the Convrs window is not in focus.
  • Customize notification sounds to distinguish between new messages and incoming chats.

Configure Task Notifications

Turn on a daily email summary of your tasks, hold in-app task alerts while you are busy, and choose when your morning starts and your working day ends.

Steps:

  1. Click your name in the top-right corner and select My profile.
  2. Click the Notifications tab and scroll to the Tasks section. The cog icon in the notification bell's menu, and at the top of the Inbox window, takes you straight there.
  3. Switch on Email me a daily summary of my tasks and choose the time it should be sent.
  4. Tick the statuses during which in-app task alerts should be held, and optionally switch on and overnight with a from and until hour.
  5. Choose the hour for My morning starts at, and when My working day ends at.
  6. Click Save changes.

Result: The section shows when your next digest will be sent. Held alerts wait in your notification bell and appear as soon as your status changes back.

SettingDescription
Email me a daily summary of my tasksOff until you turn it on. Once on, an email listing what is due today or overdue for you, and what is unclaimed in your queues, is sent at the chosen time in your profile time zone. Nothing is sent on a day with nothing to report.
Hold in-app task alerts while my status isThe statuses during which new task alerts are held back from the bell. Emails are not held.
and overnightA nightly window, in your profile time zone, during which in-app task alerts are held.
My morning starts atThe hour a reminder on an all-day task fires, since an all-day task has no time of its own, and the morning a follow-up or an all-day due date lands on. Both are in your profile time zone. "Tomorrow morning" for a chat snooze or a timed due date is taken on the clock of the device you are using.
My working day ends atUsed by the "Before the WhatsApp window closes" reminder on a chat message: when the window closes overnight, the reminder arrives an hour before your day ends instead, on the clock of the device you are using.
Tips
  • Every digest email carries a one-click link to stop it. You can turn it back on here at any time.
  • The times in the Tasks section are in the time zone on your General tab, which the section names at the top. If you have not set one, Convrs assumes Europe/London, so set yours first if you work elsewhere.
  • The digest needs an email address on your profile. The section warns you if there is none.
  • What each kind of task notification is, and how the bell and the Inbox work, is described in Notifications.

Settings

Customize your personal preferences for the Convrs interface.

Configure Personal Settings

Adjust interface preferences like auto-capitalization.

Steps:

  1. Click your name in the top-right corner and select My profile.
  2. Click the Settings tab.
  3. Toggle the Capitalize the first letter when typing a message option on or off.
  4. Click Save changes to apply your settings.

Result: Your settings are saved and applied when composing messages.

Availability Status

Control whether you receive new incoming chats by setting your status from the status menu in the top bar.

Set your status

Choose a status to show your availability and control whether new chats are assigned to you.

Note
Selecting Out of office opens a form where you set a return time, a message for customers, an optional delegate, and an internal note. See Set Out of Office for details.

Steps:

  1. Open your status menu in the top-right corner.
  2. Choose a status: Available, Busy, Meeting, Lunch, Break, Wrap-up, Training, or Out of office.

Result: Your status is applied immediately and shown next to your name. While you're set to anything other than Available, new chats are not assigned to you. A checkmark marks your current status in the menu.

Tips
  • You may also see a yellow At capacity badge. This is set automatically when you reach your maximum active chat limit, separately from the status you choose.
  • Set yourself back to Available when you're ready to receive new chats again.
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