A summary of the settings available in the "Admins" area of IvyQuantum.
Invite a New User to the system
Admins » Manage Admins
Invite new admins to create accounts in the IQ Admin Portal. Confirm that the recipient receives the invitation to create their account.
- Fill out the admin’s name and email address.
- Check the boxes to select the Roles you wish to grant the staff member.
- Press the green Invite button when you have granted the necessary permissions.
Examine Chat Widget Styling
Chatbot » Styling » Chat Widget
Review the settings associated with the widget that appears on the web pages you've designated. Changes may be made to these settings if you wish to have your widget appear or act differently. Changes that you make will be previewed on the right-side of the page.
- Intro Header
- Intro Text
- Intro Icon
- Widget Icon Position
- Widget Colors
- Widget Animation
Examine Chat UI Styling
Chatbot » Styling » Chat UI
Review the settings associated with how your chat box will appear to users and what information will be displayed. Changes may be made to these settings if you wish to have your interface appear or act differently. Changes that you make will be previewed on the right-side of the page.
- Bot Name
- Avatar
- Customize Your Post Chat View
- Contact Us - Email
- Contact Us - Phone
Create a Pinned Message
Chatbot » Styling » Chat UI » Set a Pinned Message
This is also called a banner. You may enter a short message in this field. The message will appear at the top or bottom of the chat box.
Review Email Alerts Settings
Admins » Email Alerts
Review the settings associated with the email alerts connected to different occurrences in your chatbot. You will be able to enter the email address where you would like to receive the alerts for each instance.
- Low Rating
- Your Website Daily Changes
Review Additional Settings
Review these additional settings for your bot. Changes may be made to these settings.
- Clear on Closing (Chatbot » Settings » Privacy and Security » Public Computer Use Settings)
- Clear on Refresh (Chatbot » Settings » Privacy and Security » Public Computer Use Settings)
- Bot Time Zone (Chatbot » Settings » Time Zone)
- Custom Display Options: edit the bot display by time, day, geography, and more (Chatbot » Settings » Custom Display Options)
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