Home Setup account Customizing your personal profile

Customizing your personal profile

Last updated on Feb 29, 2024

This guide explains how to set up your personal profile with your image/avatar, display name, personal message signature, password and more.

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

Update your Agent profile

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

The fields in the section are described below.

  1. Profile Image

    Upload your headshot here. If you want to leave this empty, the system will take Gravatar Image if available.

  2. Your full name

    Provide your full name. e.g.: John Hopkins.

  3. Display Name

    Provide the name you would like to be displayed on your conversations/emails. For e.g. John H.

  4. Your email address

    This email address will be used to login to Chatwoot and send notifications.

    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 password.

Click on Update Profile to save the changes. If the changes are successful, you will see a success message.

Set your omnichannel personal message signature

To craft and use your personal message signature, follow this guide.

Set/reset your password

As a security measure, you need to provide your existing password to change it to a new one. If you have forgotten 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 (!@#$%&*()_+-=[]{}|'"/.,<>:;?~).

Choose how you want to send messages

Update your hotkey preferences from this section. You can choose to send messages using either of the hotkeys:  Enter or Cmd/Ctrl+Enter.

Set the notification preferences

You receive three types on notifications from Chatwoot––Audio, email and push notifications. You can review the Notifications settings and check the boxes according to your preferences.

Next: Updating your General settings