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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
                                                                                                                                      • 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