How do I configure and use templates?

Templates are a set of settings that are saved in a template so they can be allocated web stores of user to make configuration more easy and scalable. By using templates, sets of settings can for example be reused for multiple web stores or users.

Configurable templates

Service hours: Within the service hours template, you can service hours and related SLA (service level agreement) configuration that can be used across your webstores and channels.
Conversation: Within the conversation template, you can configure the conversational responses that will be used within conversations of a particular channel
E-mail: Within the E-mail template, you can configure the layout and signature of an outgoing e-mail and or transcript towards a customer
External signature: Within the E-mail template, you can configure they layout and signature of an outgoing e-mail and or transcript towards a external collaborator
Contact tab: Within the contact tab template, you can configure the look and feel, as well as behavior for your contact tab
Pro-active chat: Within the Pro-active chat template, you can configure the Pro-active behavior of your contact tab
Personal conversation: Within the personal converation template, you can configure the conversational responses that will be used within native chat conversations with a specific agent.

For extensive guides on each template, please find the dedicated knowledge centre pages.