Adding the name to the tab notifications
It's a setting that allows you to see a contact's name on the Chat tab. You can turn this setting off and on.
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Chat Templates
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How to Open a Conversation
There are multiple ways to go to a specific conversation to start chatting with a candidate: When you are viewing the Deliveries Tab, Messages Tab, Candidates Tab, or Conversation Tab, clicking on a Chat Bubble next to a contact's phone number or ...
Manage Email and Browser Notifications
PivotCX has two types of notifications you can take advantage of: email notifications and push notifications in your browser. To manage your notifications click on your profile in the top right-hand corner and click on "settings" from the drop-down. ...
Chat Command: ^claim
PivotCX Chat Command: ^claim Claim a conversation. This means that a conversation will be under your name and picture icon and will also notify others in the conversation that you have claimed it. How to Use Type ^claim in the chat window followed by ...
Chat Shortcuts/$variables
This allows you to see quick details about the contact you're currently chatting with and yourself: this includes your names, the contact's email, phone number, and place of residency, and the team you're currently in. How to Use In the Chat section, ...