Manage Contacts Points

SUMMARY

Add a Contact Point

Edit a Contact Point

Add and remove users from a contact point

Delete a Contact Point

Do you have several Contacts Points?

Navigate between your different Contact Points from the sidebar of your conversations. The Contact Point you are on has a light blue circle (1). Click on another Contact Point to change (2). A blue dot (3) alerts you when you receive a new message.

Add a Contact Point

1. Click on Settings, in the top menu.
2. Click on Contacts Points.
3. Click on Add Contact Point.
4. Fill Contact Point name (ex: Reception, Compliance Desk)
5. Click on Add Contact Point.

Edit a Contact Point

1. Click on Settings, in the top menu.
2. Click on Contacts Points.
3. Click on a Contact Point from the list.
4. In the right sidebar, click on Edit.
5. Edit Contact Point infos.
6. Click on Save.

Add and remove users from a contact point

1. Click on Settings, in the top menu.
2. Click on Users.
3. Click on a User from the list.
4. In the right sidebar, click on Add Contact Point.
5. Click on users to add them to the selection.
6. Click on Add.

Delete a Contact Point