Set up your profile for agent work

Who sees this: Profile & Settings in the user menu — profiles AI Voice, Helpdesk and AI Voice + Helpdesk. Roles: all roles. The Calendars and Video Conferencing tabs appear for Agent, Admin and Owner, and for other users with the View meetings permission.

Before you answer customers, set up the parts of your profile that they and your team will see: your signature, your language and time zone, and your calendars. This article covers those settings. For every tab of the profile, including passwords and two-factor authentication, read Your profile and preferences.

Prerequisites

You are signed in. Read Sign in.

Open your profile

1. In the top bar, select your name or picture to open the user menu.
2. Select Profile & Settings.
3. Select the tab that you need. On a small screen, the tabs are in a list at the top of the page.

Add your email signature

1. Open the Profile tab.
2. Select Email Signature to open the signature editor.
3. Write your signature. You can use bold, italic, underline, lists, links and images.
4. Select Save Signature.

AurionAI adds this signature to your replies and public notes. To remove it, select Clear. The signature is then removed at once. Read Reply by email.

Set your language and time zone

1. Open the Preferences tab.
2. Under Language, select the language of the dashboard.
3. Under Timezone, search for your time zone and select it. The meeting scheduler, your booking links and the SLA due times in the inbox use this time zone.

Each change is saved at once. The language of the dashboard does not change the language of your customers' messages. Read Change the language.

Connect your calendars

If you book meetings with customers, connect your calendar and your video meeting account:

1. Open the Calendars tab and connect your calendar.
2. Open the Video Conferencing tab and connect your video meeting account.

These tabs appear only for roles that can book meetings. A Supervisor or Read-only user does not see them, unless an additional role gives them View meetings. Read Book a meeting from a conversation.

Choose your notifications

Open the Notifications tab to choose which events reach you in the bell and by email. Read Notifications.

Reports you can open

Every role can open Analytics in the sidebar. The tabs depend on your organization's product profile:

Only the Owner and Admin roles also see Export Reports. If you need an exported report, ask an administrator. Read Export reports.

Result

Your replies carry your signature, the dashboard uses your language, the meeting scheduler and your booking links use your time zone, and you can book meetings if your role allows it.

If something goes wrong

• Calendars is missing. Your role cannot book meetings. Ask your administrator.
• Your signature does not appear in a reply. Check that you selected Save Signature after you wrote it. Then open the Profile tab again and check the signature.
• An error message appears when you change the language or the time zone. The change was not saved. Try again later.
• An Analytics tab from the table is missing. Your organization uses another product profile. Read Product profiles.

Related articles

• Your profile and preferences
• Change the language
• Notifications
• What your role allows in the inbox
• Reply by email
• Book a meeting from a conversation