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.
Templates are shortcuts you can create and use to turn into expanded texts. This reduces the need to type a lengthy or frequently-used sentence constantly. Furthermore, you can create new templates to suit your needs. Templates Video Tutorial Here's ...
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 ...
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, ...