Home Setup Account Customizing your personal profile

Customizing your personal profile

Last updated on Nov 06, 2025

Your personal profile settings can be found on the bottom left corner of your dashboard. These settings affect how you appear on the dashboard, live-chat widget, and all external communication emails.

Update your Agent profile

Profile Image

  • Upload a headshot or avatar

  • If left empty, defaults to your Gravatar

Full Name

  • Example: "John Hopkins"

  • Used in all communications

Display Name

  • Example: "John H."

  • Shown in the chat widget

Email Address

  • Used for login and notifications

  • Important: If you update your email address, the system will log you out

Set your omnichannel personal message signature

You can set a personal signature that appears in your messages. For detailed instructions, see our separate guide on setting up message signatures.

Set/reset your password

To change your password:

  1. Enter your current password

  2. Enter your new password

  3. Confirm your new password

Password Requirements:

  • At least one uppercase character (A-Z)

  • At least one numeric character (0-9)

  • At least one special character (!@#$%&*()_+-=[]{}|'"/.,<>:;?~)

Choose how you want to send messages

Select your preferred hotkey for sending messages:

  • Enter - Press Enter to send

  • Cmd/Ctrl+Enter - Press Cmd (Mac) or Ctrl (Windows/Linux) + Enter to send

Saving Changes

After making any changes, click "Update Profile" to save. You'll see a confirmation message when your profile is successfully updated.