The Settings menu is available for all users. The included items allow configuration of the user interface to align with the user’s individual preferences. Settings here apply only to the logged-in user and may not be set by an Admin or Manager.
Access the Settings menu by selecting the gear icon in the Quiq application toolbar.
CRM integrated customers may access Settings by selecting the item from the menu button. CRM integrated clients may not have all the options shown based upon available screen space.
This section allows the agent to set a profile picture and display name.
Profile photos uploaded are cropped to match the round format provided. Note that these photos may also be customer facing if enabled for web chat. Otherwise, photos are just internal facing, for other users of the Quiq application. If no photo is uploaded, a placeholder with user initials is displayed.
Display Name is only applicable if enabled for web chat, t is not used anywhere else. If no entry is made, the user first and last name are used.
Various notification options may be enabled or disabled here to alert a user to the fact that a new conversation, or new message for an existing assigned conversation, has been received. Clicking the “Try it” button will provide an example of the behavior.
The user may set the default availability applied automatically at login. Choosing the Available status will immediately cause the configured number of conversations to be offered if there is a queue backlog.
This section allows the user to toggle ON/OFF the timestamp and informational messages about the conversation. It is recommended that Managers and Admins should toggle both on to allow analysis of conversations. These settings apply wherever the conversation transcript is displayed. The image shown is updated to provide example output based on the settings selected.
This section allows the user to set the behavior of the return/enter key. The default behavior is to send the message typed in the message area. Selecting “Add New Line” will instead result in a new line being added to the message and the user will be required to click the Send button to send the message.
The Sidebar may be configured to display any or all of the following items.
This gives the agent a near real-time view of the number of conversations queued.
The other agents logged in are listed, along with the count of their active and completed conversations for the day.
This option lists conversations in all queues the agent covers. This must be enabled for the Request Conversations button to be visible to the agent.
Additionally, the "Allow Agents to Request Additional Conversations" option must be enabled by your company's Quiq administrator via Routing for the Request Conversations button to be visible to the agent.
The Request button will request the next conversation from ANY visible queue. Any queue with conversations will also display a button to select the next conversation from that specific queue.
An agent may resize the sidebar area and the field view area of the workspace to fit preferences. If the workspace becomes unworkable, clicking the Reset button displayed here restores the workspace to original dimensions.
Clicking the Reset Password button triggers an email from the Quiq system to the user’s configured email address. The password will only be changed if the user follows the instructions in the email. The password is NOT reset by clicking the button. Learn more about passwords
To enable two-factor authentication for your account, click the Enable 2FA button and follow the prompts to scan the QR code with your preferred authentication application.
If you are using a CRM integrated with Quiq you may not see or be able to access the Security settings as your CRM serves as your identity provider.
Updated 17 days ago