Admin Settings

Whitelist Domains

Installation - Manual Installation

Installation - Word Press

Installation - Google Tag Manager

Troubleshooting Installation

Zapier Integration

Salesforce

HubSpot

Buying Committees

Setting up ICP

Contacting Support, Submitting Feature Requests and Reporting Bugs

Column Definitions

Custom Views

Tabs and Default Views

Calendar Drop

Using Saved Replies in Chat

Insert a "Meet Now" Link

Adding Participants

Customizing Conversation Details

Organizing Chats

Live View

Availability Toggle

Conversation Review

Close and Delete Conversations

Allow Sound Notifications for New Messages

Visitor Dashboard

Lead Capture Dashboard

Agent Performance Dashboard

Navigating Contacts

View Contact Details

Custom Contact Fields

Accounts Overview

Account Details Page

Manual Contact Discovery

Creating and Using Company Segments

Creating and Using Alerts

Account Ownership

Users

Teams

Cloud Agents

My Profile

My Calendar

OOO, Notifications/Updates, and MFA

Managing Saved Replies

Company Profile

Company Availability

Chatbot Appearance and Domains

Keyword Groups

Conversation Tags

Email Capture Settings

AI Content

Meeting Types

Email Settings

Google Analytics Integration

Domo Integration

Slack Integration

Microsoft Teams Integration

Marketo

Eloqua Integration

Clearbit Integration

ZoomInfo Integration

Google Ads

Installation Troubleshooting

High-Intent and Blocked Pages

Signals Score

Email Query Strings

Global Routing

Billing

Admin Security and Data Privacy

Audit Logs

Data Privacy

All Categories > Settings > Admin Settings

4 articles

Billing

Billing... View your monthly/annual payment, purchase additional licenses, review your monthly usage, compare packages, and download invoices, right within the system.. Go to beta.getsignals.ai. 1. C…

Updated 2 months ago by Zoe Ngan

Admin Security and Data Privacy

This is a resource to help you understand the Security settings within the Admin Settings tab.

Updated 2 months ago by Zoe Ngan

Audit Logs

A resource to help you as a Signals admin understand and use the Audit Logs feature, which allows you to see when your users change their availability.

Updated 2 years ago

Data Privacy

Overview. In order to support your efforts to protect the privacy of your site visitors and remain compliant with regional laws, you have the following options: Consent requirements. Consent form dat…

Updated 2 years ago

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