6.1 Profile Settings

Profile settings are account-level controls for the authenticated user. They are separate from the Agents and other records belonging to the current workspace.

The deployed Profile settings screen allows the user to update their name and email address and control whether they are available to receive live chats.

6.2 Updating Your Name

  1. Open Profile settings.
  2. Locate the Name field.
  3. Enter the correct full name or display identity for your account.
  4. Select Save.

Your user identity may be displayed in collaborative and live-chat contexts, so keep it accurate.

6.3 Updating Your Email Address

  1. Open Profile settings.
  2. Update the Email address field.
  3. Select Save.
  4. If email verification is required, complete the verification process for the updated address.

If the current email is unverified, Profile settings provides an option to resend the verification email.

6.4 Receive Live Chats

Profile settings includes a Receive live chats control.

When enabled, visitors who select Connect me with a human can be routed to you while your AIUNIFY Chat browser tab is open and the other live-chat routing conditions are satisfied.

  1. Open Profile settings.
  2. Find Receive live chats.
  3. Enable it when you are actively available for human conversations.
  4. Select Save.
  5. Keep the workspace open while you intend to receive live-chat routing.

Disable the setting when you should not be considered available for human chat work.

6.5 Language Settings

AIUNIFY Chat includes account language and locale controls. Use Language settings to select a supported interface language.

The application contains translated interface catalogs for many locales. Availability and completeness can vary by language.

6.6 Appearance Settings

Appearance settings allow the user to control the supported visual mode of their own account interface.

Changing personal appearance does not change an Agent's visitor-facing widget colors or branding. Agent/widget customization is managed separately.

6.7 Account Settings Follow the User

Profile, Security, Language, and Appearance belong to the user's account. If you work in multiple workspaces, these personal settings are not the same as changing a specific workspace's Agent configuration.

6.8 Account Deletion

The Profile page includes an account-deletion area. Account deletion is a destructive action and should not be used as a troubleshooting method or as a way to leave one workspace.

If the objective is simply to change workspace access, use the appropriate membership process rather than deleting the entire personal account.

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