Account Details
This section contains information about a Synerise user. Users can:
- find their own user ID
- check their own user status (for example, active, inactive)
- select language
- check and assign (if user permission allows) a user role in the workspace
- integrate your inbox with Synerise to collect responses from customers in the Synerise application
Providing user details
- Go to Settings > Account Details.
- In the Basic info section, to fill in information, click Add info.
- In the Phone field, enter a phone number (all formats allowed).
- In the Language field, from the dropdown list, select a language (this setting is valid only for a user account, not a workspace).
- In the Roles field, if the user permissions allow, define a user’s role in the workspace.
- Confirm by clicking Apply.
- To describe your role in the company, in the Messenger team section, click Add info (currently unused).
- To finish editing the user’s profile, in the upper right side of the screen, click Save.
Integrating mailbox
This option allows to collect responses from customers to emails. When a customer sends a response to an email, the message.receive
event appears on the activity list on the card of this customer (Profiles). The event parameters include the email title
, email contents
, from
, to
, and cc
.
- To begin integrating a mailbox, in the Email integration section, click Add info.
- Select the type of your email account.
- For Google/Gmail:
- Enter the email address you want to integrate.
- Enter the password to your inbox.
- Select the SMTP type.
- To select the date from which the inbox will be synchronized, click the Sync from field.
Result: A calendar appears. - Select the date.
- To confirm, click Apply.
- For the Other type of an email account:
- Provide information in: IMAP server, IMAP type and Port fields.
- Provide information in: SMTP server, SMTP type and Port fields.
- In the Sync from, to select the date from which the inbox will be synchronized, click the field.
- Confirm by clicking Apply.
- To finish editing the user’s profile, in the upper right side of the screen, click Save.