Settings

How to configure Connect notifications

Choose which alerts help you follow conversations, messages, transfers, and requests for assistance.

Choose which agents handle each channel, how conversations are assigned, and when the rule applies.

Organize support in Connect by stages and distinguish it from CRM\u2019s sales process.

Classify conversations by topic so they are easy to find and follow up consistently.

Prepare reusable text to reply faster and keep a consistent tone in Connect.

Organize agents by function so your team can handle conversations more clearly.