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Configure your profile

This guide helps you set up your personal profile with your image/avatar, display name, personal message signature, and more.

You can also change your password on this page.

You can find the Profile Settings page on the bottom left corner of your dashboard.

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Update your profile

This section will help you to update your agent profile on Chatwoot. This updated information will be used on the dashboard, live-chat widget, and in all external communication emails.

Profile Form

The fields in the form are described below.

Field NameDescription
Profile imageA square image that suits your profile. If no image is provided, then the system would take Gravatar Image if available
Your full nameProvide your full name. e.g.: John Hopkins
Display NameProvide a name that you want to be displayed on the chat/emails e.g.: John H
Your email addressThis email address will be used to send notifications, you will be using this email address to login to Chatwoot

Click on Update Profile to save the changes. If the changes are successful, you will see a message "Your profile has been updated successfully."

Note: If you update your email address, then the system will log you out. You need to log in again with the updated email address and the password.

Set your personal message signature

You can create your personal message signature. This will get added to all the messages you send from your email inbox configured on Chatwoot.

Change your password

As a security measure, you need to provide your existing password to change the password. If you forgot the old password, you can log out of the system and reset the password.

Password must contain at least one uppercase character (A-Z), at least one numeric character (0..9), and at least one special character (!@#$%^&*()_+-=[]{}|'"/\^.,<>:;?~)`.

Password Form

Notifications settings

You can go through the Notifications settings and check the boxes according to your preferences.