Administration
Switching between websites
Find the website accounts you can use and switch your active INSIDE workspace.
Subsites
Organise one website account into named subsites with their own identity, settings and allowed operators.
Website and regional settings
Maintain your website's profile, email identity, branding and regional display settings.
Saving settings
Save website settings while checking for newer changes and updating connected operators.
Operator accounts
Create, update, disable and re-enable the operator accounts that work in INSIDE.
Roles and permissions
Assign operator roles and delegated permissions, and understand how they affect screens, actions and API access.
Website, channel and subsite access
Control an operator's website access, per-website channel, subsite and skill assignments, and delegated actions.
Operator settings
Set an operator's workload limits, working preferences, visible identity and custom business fields.
Operator templates
Save reusable operator presets for creating accounts and importing new operators.
Importing and exporting operators
Create or update operator accounts from CSV and export a filtered roster for review.
Teams
Group operators into teams or stores with members, a leader, escalation contacts and optional scheduling.
Business hours and scheduling
Set channel opening hours and configure appointment availability, booking forms and scheduling emails.
File library
Store website files in folders so you can find and reuse them in conversations and configuration.
Attachment file types and virus scanning
Control attachment extensions, upload scanning and approval of reusable video media for your website.
Image and font libraries
Maintain images and font references that you can select when configuring website branding and chat appearance.
Content library
Create searchable products and Looks with images and multilingual details for reuse in Live Shows.
Supported languages
Choose website languages and enter translated content while keeping your own operator language separate.
Finding your way around Settings
Find available administration screens and individual settings through the searchable settings menu.
Companies
Maintain the company names, email domains and tags used by customer records on your website.
Wind-down and transfer reasons
Maintain the website's reason choices for operator wind-down and conversation transfers.