Accounts, Teams, and Users in PivotCX
PivotCX is organized as follows:
Each account can have multiple teams and is where billing is managed. Accounts are associated with a user who can add and remove services.
Teams share a single phone number or chat identity, contacts, content (for example, job posts), and conversations. Each team can have separate sets of users and phone numbers if needed.
Each team has distinct types of users:
Team Managers can add and remove users and change team-wide settings.
Team Members can access conversations, send messages, import and export data, and send blasts.
By inviting someone to a conversation using the ^invite command
, you can create a Restricted Member. This type of member
only has access to chats to which they've been invited. They can send messages and edit contact information in their accepted conversations, but they cannot access the dashboard.
Switching Between PivotCX Teams
There are instances where PivotCX will provision more than one team for users. In these cases, the user needs to switch teams to see the corresponding candidates and all the pertinent metrics and information. Here are the steps you can take to switch ...
How to Add a User to Your PivotCX Team
Adding additional users with different access levels to your PivotCX team is extremely useful if you have more than one person managing your PivotCX account on a daily basis. Inviting a new User 1. Find "Team Settings" in your navigation bar and ...
Team Members Team Members can access conversations, send messages, import and export data, and send blasts. Team Managers Same access as Team Members, however, Team Managers can add and remove users and change team-wide settings. Restricted Members ...
How to Access PivotCX
You can go directly to https://app.pivotcx.io/ or go to the PivotCX website and click on the login button on the top right of the screen. If you see a blank screen when you try to log in, try the steps in this help article; sometimes, the ...
Going Fast With PivotCX: Chat Hopping
Navigating quickly between conversations is called "chat hopping" and PivotCX is designed to let you hop to the right candidate to deliver the best response time, every time. Overview From Candidate Development Reps (CDRs) and chat agents to hiring ...