Ellen . Lee

Ellen . Lee

# 21.Agent bots

# Agent bots | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | **Settings → Bots** | | Plan dependency | Requires Agent Bots | An Agent Bot pushes messages to your…

# 22.Assignment rules

# Assignment rules | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | **Settings → Agent assignment** (only when advanced assignment is on); inboxes also have an “Auto assignment” switch | |…

# 23.SLA

# SLA | Item | Details | |—|—| | Who it is for | Administrators configure; agents see countdowns / breaches on conversations | | Menu location | **Settings → SLA**; Reports → SLA | | Plan dependency | Requires…

# 24.Conversation workflows

# Conversation workflows | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | **Settings → Conversation workflows** (label may vary in the sidebar) | | Plan dependency | Auto-resolve is often on…

# 25.Integrations

# Integrations | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | **Settings → Integrations** | | Plan dependency | Master switch is Integrations; some apps also need feature flags (Slack, Linear,…

# 26.Billing and usage

# Billing and usage | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | **Settings → Billing** | | Plan dependency | Every workspace has a usage page; upgrades happen outside the…

# 28.Profile and notifications

# Profile and notifications | Item | Details | |—|—| | Who it is for | All members | | Menu location | Avatar menu → **Profile**; sidebar bell opens notifications | | Plan dependency | MFA recommended for everyone;…

# 29.Audit logs

# Audit logs | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | **Settings → Audit logs** | | Plan dependency | Requires Audit Logs | A security and compliance stream of…

# 30.Data import

# Data import | Item | Details | |—|—| | Who it is for | Administrators | | Menu location | **Settings → Data** | | Plan dependency | Requires Data Import | Bulk-load contacts and other business data into…