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.
Steps:
- Click your name in the top-right corner and select My profile.
- On the General tab, update your information as needed.
- Click Save changes to save your updates.
Result: Your profile information is updated and visible throughout the platform.
| Field | Description |
|---|---|
| Your Name | Your full name as displayed internally to other agents. |
| Your Public Name | The name displayed to customers in web chat conversations. |
| Your Language code | Your preferred language for automatic translations. |
| Your Landline Phone Number | Your office phone number. |
| Your Mobile Phone Number | Your mobile phone number. |
Upload a Profile Photo
Change your profile avatar image.
Steps:
- Click your name in the top-right corner and select My profile.
- On the General tab, click Upload new image.
- Select an image file from your computer.
- 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.
Steps:
- Click your name in the top-right corner and select My profile.
- Click the Change password tab.
- Enter your current password in the Current password field.
- Enter your new password in the New password field.
- Re-enter your new password in the Repeat new password field.
- 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.
Configure Notifications
Set up sound and browser notifications for chat activity.
Steps:
- Click your name in the top-right corner and select My profile.
- Click the Notifications tab.
- Configure your notification preferences using the available options.
- Click Save changes to apply your settings.
Result: Your notification preferences are saved and applied immediately.
- 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.
Settings
Customize your personal preferences for the Convrs interface.
Configure Personal Settings
Adjust interface preferences like auto-capitalization.
Steps:
- Click your name in the top-right corner and select My profile.
- Click the Settings tab.
- Toggle the Capitalize the first letter when typing a message option on or off.
- 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 availability status.
Toggle Busy Status
Set yourself as busy to stop receiving new chat assignments.
Steps:
- Click your name in the top-right corner.
- Select Agent Chat, toggle Busy from the dropdown menu.
Result: Your busy status is toggled. When busy, a red Busy badge appears next to your name and no new chats are assigned to you.
- Set yourself as busy when you need uninterrupted time to handle existing chats.
- Remember to toggle off busy status when you're ready to receive new chats again.