Project

A Project allows user to organise and configure system behaviour when handling different channels.

Access

Admin > Project

Requirements

• Access to Project Resource

Properties

• Basic Information

  • Project Name* - Project’s name given by user

  • Project Code - User defined project code for searching and management

  • Status* - Project status

• Preferences

  • Language - Language of communication

  • Timezone - Timezone of the operation, this will apply to local date & time data

  • Currency - Currency of operation

  • Country - Country of operation

  • Express Checkout - When customer request for product, create order immediately without first placing into the cart

  • Agent Response Tonality - The tone to use when agent response in conversation or comment

  • Max # Auto Comment - Maximum number of comments to response automatically

  • Max # Comment Sentiment Anlysis - Maximum number of comments to analyse for sentiment

• Custom Content

  • Greeting -

  • Opening Hours -

  • Service Description -

  • Store Locations -

• Customer Management

  • Auto Response - Enable auto response to Channels

  • Auto Assignment - Enable auto assignment of staff responsible to Tasks

  • Assignable Users - Users assignable to Tasks (applicable when Auto Assignment = True)

  • Auto Invoicing - Automatically generate invoice after order has been created

• Intentions - Intentions enabled for this project

• Shipping Methods - Shipping Methods available for this project