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                                                                                                    Knowledge Center
                                                                                                      • Getting Started
                                                                                                        • Onboarding
                                                                                                          • Webinar Recordings
                                                                                                            • Profile & Account
                                                                                                            • Knowledge Base
                                                                                                              • Exchanges
                                                                                                                • Guided Conversations
                                                                                                                  • Guided Conversation Functions
                                                                                                                    • Guided Conversation Cards
                                                                                                                    • Cloud Drive
                                                                                                                      • Sites and Articles
                                                                                                                        • External Knowledge Base Integrations
                                                                                                                          • System Messaging
                                                                                                                          • Helpdesk, LiveChat, & SMS
                                                                                                                            • Helpdesk
                                                                                                                              • LiveChat
                                                                                                                                • SMS
                                                                                                                                  • 10-digit long code (10DLC)
                                                                                                                                    • Toll Free Number (TFN)
                                                                                                                                      • Short Code
                                                                                                                                    • Concierge
                                                                                                                                      • Concierge Set Up
                                                                                                                                        • Concierge Visual Editor Examples
                                                                                                                                        • Best Practices
                                                                                                                                          • Concierge Developer Tools
                                                                                                                                            • Legacy Concierge Guides
                                                                                                                                            • CRM
                                                                                                                                              • Accounts & Contacts
                                                                                                                                              • AI in the Capacity Platform
                                                                                                                                                • Capacity's Approach to AI
                                                                                                                                                  • Generative AI Tools
                                                                                                                                                  • Automations and Workflows
                                                                                                                                                    • Automations
                                                                                                                                                      • Workflows
                                                                                                                                                      • Analytics
                                                                                                                                                        • Baseline CSV Reports
                                                                                                                                                          • Bot Reporting
                                                                                                                                                          • Settings
                                                                                                                                                            • Org Management
                                                                                                                                                              • Org Settings
                                                                                                                                                                • Custom Fields
                                                                                                                                                              • Helpdesk Settings
                                                                                                                                                                • Interface Settings
                                                                                                                                                                  • Chat Settings
                                                                                                                                                                    • SMS Settings
                                                                                                                                                                      • Responders
                                                                                                                                                                    • Developer Platform and Databases
                                                                                                                                                                      • Developer Platform
                                                                                                                                                                        • LiveDB
                                                                                                                                                                          • CapacityDB
                                                                                                                                                                            • Tutorials
                                                                                                                                                                            • GC in Apps
                                                                                                                                                                            • Integrations and Interfaces
                                                                                                                                                                              • App Integrations
                                                                                                                                                                                • Microsoft
                                                                                                                                                                                  • Encompass
                                                                                                                                                                                    • Other Apps
                                                                                                                                                                                    • Interfaces
                                                                                                                                                                                      • Microsoft
                                                                                                                                                                                        • Slack
                                                                                                                                                                                          • Google Chat
                                                                                                                                                                                          • Authentication
                                                                                                                                                                                            • Capacity API
                                                                                                                                                                                              • Webhooks
                                                                                                                                                                                              • Troubleshooting
                                                                                                                                                                                                • Browsers
                                                                                                                                                                                                  • Email
                                                                                                                                                                                                    • Contact Us
                                                                                                                                                                                                      • Platform Status
                                                                                                                                                                                                      • Mortgage GSE
                                                                                                                                                                                                        • Capacity GSE Beta
                                                                                                                                                                                                        1. Home
                                                                                                                                                                                                        2. Settings

                                                                                                                                                                                                        Settings


                                                                                                                                                                                                        Org Management

                                                                                                                                                                                                        People - Add Users to Capacity Platform
                                                                                                                                                                                                        Teams, Projects, & Content Groups
                                                                                                                                                                                                        Org Settings - Workspace Settings
                                                                                                                                                                                                        Org Settings - AI Settings
                                                                                                                                                                                                        Org Settings - Holiday Schedules
                                                                                                                                                                                                        Org Settings - Email
                                                                                                                                                                                                        Roles & Permissions - Preset Role Descriptions
                                                                                                                                                                                                        Security - Console Sign-In & Password Management

                                                                                                                                                                                                        Org Settings

                                                                                                                                                                                                        Helpdesk Settings

                                                                                                                                                                                                        Adding/Editing Ticket Statuses & Flows with Transition Graphs
                                                                                                                                                                                                        Helpdesk Inbox Emails
                                                                                                                                                                                                        Helpdesk SLA's
                                                                                                                                                                                                        Helpdesk Email Signatures
                                                                                                                                                                                                        Helpdesk Custom Ticket Types

                                                                                                                                                                                                        Interface Settings

                                                                                                                                                                                                        Third Party Interfaces

                                                                                                                                                                                                        Chat Settings

                                                                                                                                                                                                        Live Chat

                                                                                                                                                                                                        SMS Settings

                                                                                                                                                                                                        SMS Line Management
                                                                                                                                                                                                        Timezone & Conversation Auto-Close

                                                                                                                                                                                                        Responders