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Admin Interface

CX Admin Portal allows admin users to configure key aspects of the contact centre. The Admin interface consists of 4 sections accessible from the left menu:

  1. Contact Centres
  2. Users
  3. Support
  4. Settings

Contact Centres​

Contact Centres section shows the list of all CX instances created by your organisation. Selecting an instance will allow you to go into the admin configurations for that particular instance.

See the Feature and Channel guides within this Admin guide for guidance on administering the various features within CX.

Users​

Users section shows the list of admin users, i.e users who have been granted access to CX Admin Portal.

To add a new CX Admin Portal user, click the + sign and fill in First Name, Last Name and Email address. An email will be sent out to the email address, the user will need to follow the instruction in the email to complete the setup of the user.

Support​

This is a link allowing you to log into Support portal for contacting support team.

Settings​

Settings section allows the configurations of other settings

  1. Branding
  2. Point of Contact

Branding​

Branding allows the customisation of the product name, logo and help doc url.

  1. Product Name and Help doc Click on Product Name and Help doc to change the name of CX to be of your own preference. The url of help doc can also be customised to suit.

  2. logo Click on Logo to update a custom logo for display on header bar on larger screens.

  3. Favicon Click on Favicon to update smaller version of logo for display on header bar on smaller screens and in the tab of the browser.

Point of Contact​

Click on Point of Contact to update First Name, Last Name, Email and Contact Phone.