Team & Settings
Add team members, configure profiles, set schedules and availability, manage notifications, and control how your team uses the web dashboard and platform apps.
Adding and Managing Team Members
Invite team members, assign roles, and manage your roster. Control who has access to chat, settings, and reporting.
Profile Settings: Display Name, Photo & Status
Set up your profile — display name, profile photo, status message, and timezone. Visitors see your name and photo during live chats.
Online Schedule vs Manual Status
Understand how the online schedule and manual status work together. When schedule is enabled, it controls availability automatically. When disabled, team members set their own status. AI chatbots can take over when everyone is offline.
Notifications and Mobile Alerts
Get notified of new chats via the web dashboard, email, or your team platform (Teams, Slack, Google Chat). Use mobile apps for Teams and Slack to get push notifications on your phone.
Visitor Channels: Website Chat, WhatsApp & SMS
Set up the channels your visitors use to reach you — website chat widget, WhatsApp Business, and SMS via Twilio.
Onboarding Your Team
A guide for getting your team up and running — invite members, assign roles, connect their platform, set up notifications, and run a test chat.
Managing Settings: Web Dashboard vs Platform App
You can manage chat settings from the web dashboard or directly inside your Teams, Slack, or Google Chat app. Both work — the web dashboard has additional reporting capabilities.
What Happens When Everyone Is Offline
How Social Intents handles visitor messages when all team members are offline — AI chatbot takeover, message queuing, offline forms, and notifications.
Canned Responses and Quick Replies
Save pre-written replies for common questions so team members can respond faster. Create, organize, and use canned responses during live chats.
Visitor Information: What You See During a Chat
When a visitor starts a chat, you can see their name, email, location, browser, current page, and visit history. Learn what visitor data is available and how to use it.
Blocking and Banning Visitors
Block or ban abusive or spam visitors from your chat widget. Manage your block list and understand how banning works.