Tag
#Roles & Permissions
18 guides tagged Roles & Permissions.
SMS / TextSMS relay to an agent's own phoneForward a customer's text to a staff member's personal phone; they reply from it, and we relay it back — the customer…Channels — Webchat, Facebook, Instagram, Email, Lead FormsWebsite web-chat widgetA chat bubble on your website that turns a visitor's question into a text conversation in your…Channels — Webchat, Facebook, Instagram, Email, Lead FormsEmail relay to an agent's own mailboxThe email equivalent of SMS relay — a customer email is forwarded to a staff member's mailbox; they reply from it; we…Phone, Voice & SoftphoneCall recording & transcription (with consent)Optionally record calls, transcribe them, and attach both to the customer's timeline — with a spoken consent…Payments, Invoices & EstimatesFinancial summary & reconciliationA financial ledger view — gross, refunded, net, disputed, and outstanding — with…Analytics & ReportingGraph analytics dashboardA configurable, chart-based analytics dashboard with role-scoped…Analytics & ReportingTeam leaderboard & SLARank the team on responsiveness and…Analytics & ReportingActivity logA per-business audit log of what happened and who did it, plus a superadmin cross-tenant…Team, Staff Directory & Roles/RBACUsers & roles (RBAC)Invite teammates and control what each can do with a four-tier role…Team, Staff Directory & Roles/RBACStaff directoryA team roster that unifies each user with their phone extension, mobile, and…Team, Staff Directory & Roles/RBACMessage staff as a segmentBroadcast an internal SMS to your team's mobiles — all staff, by role, or by…Notifications & Internal MessagingInternal (interoffice) messages + notification centerTeam-to-team direct messages and broadcasts, plus a unified notification bell covering every…Billing, Tiers & ModulesPlatform billing & subscription plansCharge tenants for the platform on secure card subscriptions, with plan-based feature…Billing, Tiers & ModulesModule platform (turn features on/off by plan)Features are pluggable modules that can be enabled or disabled per business and gated by subscription…Multi-location / OrganizationsOrganization → location modelA business (organization) can have multiple locations, with contacts shared across locations while each location keeps…Onboarding & SignupSelf-serve signup + verificationNew businesses sign themselves up, verify, pick a plan, and start using the…Integrations & APIReport-a-bugA floating "report a bug" button on every page for fast issue…Branding & White-labelPlatform white-label branding (operator)The platform operator brands the whole product as their own — name, logo, color, favicon, support and legal…
Related tags
Start every conversation in one place.
Set up your account in minutes with a free trial — no sales call, no credit card required to start.