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- The three settings areasIn {{brand.name}} settings live in three separate places: account settings, portfolio settings and your own user settings. This explains what goes where and who can open each one.
- Account settings: GeneralAn account's language, currency and time zone. What each of the three fields actually affects, who can change them, and what goes wrong when the time zone is off.
- Messaging settingsThe typing indicator, read receipts and handing a conversation back to automation after an agent has left it. All four settings explained one by one.
- Business hoursYour weekly schedule, holidays and what happens outside opening hours. Every day row, every button and all three after-hours switches explained.
- Saved repliesStoring the answers you type most often and calling them with "/" in the inbox. Shortcut rules, placeholders, editing and deleting, step by step.
- Moving an account to another portfolioMoving an Instagram account or WhatsApp number, with all its data, into another portfolio you own. Every preview box, the blockers, and what changes afterwards.
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