Admin Overview

Overview

Administering the Quiq system is intended to be intuitive and functionality driven. This area allows an administrator to configure system wide settings and user configuration.

Admin permissions should only be granted to trusted individuals, as the most sensitive configuration of the Quiq system is available to Admin users.

CRM integrated users may see an additional item at the bottom of the list containing settings specific to the CRM integration.

Accessing Quiq Admin

Admin functions are accessed via the Quiq application or via your CRM platform if integrated to a supported platform. Log in to the Quiq application using your Quiq credentials or those of the CRM application to which Quiq is integrated.

After logging in the buttons in the top right side of the banner allow access to the Reportings and Admin screens. Click the Admin button.

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⚠️ NOTE

If the Admin button is not displayed, your account does not have Admin permissions. Contact your company's Quiq Admin or you may contact Quiq support to change as needed.

Key Articles

Below are key articles you will help get started with Admin, you can view all available articles using the menu on the left hand side of your screen.

Users
Learn how to create, edit, and manage users.

Bots
Learn how to build powerful bots that integrate seamlessly with your human agents.

Contact Points
Set up different contact points for different business functions.

Timers
Manage how long your agents have to respond, how long before conversations close, and much more.

Routing
Both individual agents, and an organization’s entire staff, have a finite capacity. Routing settings allow an organization to match assigned load to capacity.

Custom Fields
Custom fields allow you to collect and store different conversation or customer attributes.

Queues
Queues serve as collection points for conversations and a marker to define handling processes.

Roles
Roles provide a way to associate users to queues, and specify which queues agents may receive conversations from, and route conversations to.

Conversation Rules
Conversation rules provide a mechanism for administrators to customize how conversations are routed and the messages sent when certain events occur (i.e., auto responses).