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- Deleting webchat conversations from customer contact records
- CRM overview
- Creating a new contact record
- View a customer’s contact record
- Modifying a customer’s details
- Importing customer details
- Exporting customer details
- Configuring custom fields and tags
- Assigning tags to a customer record
- Managing columns
- System Management Summary
- Channel blending
- Changing the blending formula of channels
- Changing channel capabilities
- Changing the importance weighting of a channel queue
- Configuring system channels
- Diagnostics data reports
- Managing reporting destinations
- Configuring email editor options
- Configuring an SFTP destination