Editing your personal settings in Zendesk Chat Follow

You can modify your personal settings in Zendesk Chat from the dashboard. These settings affect your only profile, not other agents'.

Changing your profile information

You can change your personal information from Settings > Personal > Profile tab. The following details are available here:
  • First Name: Your real first name.
  • Last Name: Your real last name.
  • Display Name: The name that shows up on the widget when you're chatting with visitors.
  • Login Email: The email address you use to log into the dashboard.
  • Avatar: The photo that appears when you're chatting with visitors. We recommend using a photo with with dimensions of 50 x 50 pixels. The maximum size is 100KB.
To change your profile information
  1. From the dashboard, select Settings > Personal > Profile tab.
  2. Modify any of the above fields as necessary.
  3. Click Save Changes.

Managing sound notifications

The dashboard alerts you of chat activity with sound notifications. You can modify or disable these in your personal settings.

To edit your sound notifications
  1. From the dashboard, select Settings > Personal > Sound Notifications tab.
  2. Select the alert you want to receive for each type of event.
  3. Click Save Changes.

Managing your email notification preferences

Zendesk Chat automatically routes all of your offline messages to your default login email when all your agents are offline. This allows your visitors to send you offline messages via the widget when no agents are available for chat. Here's how an offline message sent to your email might look:

By default, every agent on your account automatically receives all the messages, but you can opt out from the dashboard.

To stop receiving email notifications for offline messages

  1. From the dashboard, select Settings > Personal.
  2. In the Profile tab, clear the Receive messages that visitors leave on my website when I am offline check box.
  3. Click Save Changes.

You can also opt out of receiving periodic product update emails from Zendesk Chat. By default, this option is also enabled for all agents.

To stop receiving product email updates from Zendesk Chat
  1. From the dashboard, select Settings > Personal.
  2. In the Profile tab, clear the Receive periodic email updates from Zendesk Chat check box.
  3. Click Save Changes.

Changing your dashboard language

You can change your dashboard to any of the following languages:

  • Arabic
  • Bulgarian
  • Czech
  • Chinese (Simplified)
  • Chinese (Traditional)
  • Danish
  • Dutch
  • German
  • Greek
  • English
  • Finnish
  • French
  • Hebrew
  • Hindi
  • Hungarian
  • Indonesian
  • Italian
  • Japanese
  • Korean
  • Malay
  • Norwegian
  • Polish
  • Portuguese (Brazilian)
  • Romanian
  • Russian
  • Spanish
  • Tagalog
  • Thai
  • Turkish
  • Vietnamese

To change the dashboard language

  1. From the dashboard, select Settings > Personal > Profile tab.
  2. In the Dashboard Language field, select a language from the drop-down menu.

  3. Click Save Changes.

Reviewing and editing your chat limit

Your administrator might have set a maximum number of chats that you can take concurrently. Depending on how your administrator set up chat limits, you might also be able to edit your own limit here.

To review your own chat limit
  1. Go to Settings > Personal > Profile tab.
  2. Review the information in the Chat Limit section:
    • Chat Limit is not enabled means there are no chat limits set for your account.
    • Chat Limits are set for the whole account means the limit in the field applies to you and all other agents in your account. You cannot edit the limit.
    • Chat Limits are currently set by admins means the limit applies to you specifically, but only an admin can edit the limit.
    • If no banner appears and the field is editable, you can enter a new chat limit for yourself.
  3. Click Save Changes.

Changing your password

You can also change your password on the dashboard under Settings > Personal.

To change your password
  1. Select Settings > Personal > Password tab.
  2. Enter your current password in the Old Password field.
  3. Enter your new password twice, first in the New Password field and then in the Confirm New Password field.
  4. Click Save Changes.

    When you've updated your password, you should receive an email from Zendesk Chat notifying you that it's been updated.

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Comments

  • 0

    Hi! I don't have speakers on my computer. The visual notification that pops up disappears quite quickly and so when I'm not at my desk and come back I can miss some chat requests. I would prefer for the pop up visual notification be active until the chat request has been addressed. It would be PERFECT then :) Thanks!

  • 0

    Hi Jennifer,

    The default timeout for desktop notifications is 5 sec, too short for my liking, you can change it from the Personal > Labs tab on the Dashboard.
    https://dashboard.zopim.com/#personal/labs

    Hope that helps.

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