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. |
| Your Time Zone | Your time zone, shown to teammates alongside your local time. |
| About | A short note your teammates will see, such as your role or area of focus. |
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 your avatar 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 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.
Steps:
- Open your status menu in the top-right corner.
- 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.
- 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.