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Settings

ACCOUNT SETTINGS

Settings

It is the part where arrangements and settings are made for many areas such as users, feedback, automation, organizational structure.

How to Anonymize Customer Data If They Did Not Give Consent to Our Privacy and/or Data Protection Policy?

How To Categorize Feedback Based on Customer Responses?

How Does The Automated Feedback Assignment For a Team Work?

How to Create a Custom Unit Type for Your Organizational Structure?

What Should Be Done If Chat Requests Assign to Customer Representatives?

How Can I Assign Feedback To The Related Team?

Automated Jobs

What Are & How to Create Automated Jobs?

How Can I Delete Automated Jobs or Make Them Passive?

If the Customer has not given Consent to Share their Information in the Survey, How do you Anonymize Customer Data?

Can I Remove Old Or Faulty Automated Tasks?

Notify Team Members of Negative Feedback via Email

Automated Jobs and Used Cases

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User Type

What Is An 'Employee' Authorized To Do On The Dashboard?

What Is an 'Admin' Authorized to do on Pisano?

What Are The User Types?

Roles And Permissions

Notification

Contact Policy

Tag Groups

How Can I Create Tags and Tag Groups?

User Notification Settings (Email, Desktop, Mobile)

Can Automatic Reports be Received at Certain Periods?

User invite

How To Invite Users To The Platform ?

ORGANIZATIONAL STRUCTURE

How to Create Your Organizational Structure?

How To Visualize Your Organizational Structure

How to Delete A Unit From Our Organizational Structure?

ACCOUNT SETTINGS

How to Change Your Password?

Localization Settings

Search Contact

How to Search a Contact (Customer)?

Automation

Is It Possible To Escalate Feedback If The Necessary Actions Were Not Taken?