Account Setup

Administrator View

When navigating to the Administrator Account Setup screen (https://app.velaro.com/#/admin/). 

You can also access the Account Setup options from the menu found here:

The Manage Agents screen is displayed by default.


Menu OptionScreens and/or Descriptions
Configure Agents
  • Manage Agents: Add and edit roles and manage profile settings. See Manage Agents.
  • Agent Tags: Add and edit tags that can be applied to agents. Agent tags are used in the Agent Performance dashboard.
Configure Groups
  • Manage Groups: Add and edit groups. See Manage Groups.
  • Group Tags. Add and edit tags that can be applied to groups. Group tags are used in the Agent Performance dashboard.
Canned ResponsesSetup and manage canned responses for groups. See Canned responses.
WorkflowsConfigure workflows for groups. See Workflows.
SchedulingSetup schedules for groups. See Scheduling.
Design
Visitors
Deploy
  • Engagement scripts: Generate the custom javascript to install in website. See Engagement scripts
  • Popout chat: Generate the custom button link to install in website. See Deploy popout chat
  • Test chat: Start a test chat to text system configuration settings. See Test chat.
Galleries
Account

Manager View

The following options are available for users with the manager role.

Menu OptionScreens and/or Descriptions
Configure Agents
  • Agents: Add and remove users, set roles and set max chats for agents in groups where 
  • Tags: Add and edit tags that can be applied to agents. Agent tags are used in the Agent Performance dashboard.
Canned responsesSetup and manage canned responses for groups where user has Manager permissions. See Canned responses.
SchedulingConfigure and manage chat schedule for groups. See Scheduling.