Managing Profile Settings in OctopusCX Office

Start by navigating to Agents by: 

• Selecting Office from the application switcher

• Navigate to Profile Settings on the navigation panel to the left

Open

You should now see a page similar to the one below.

Open

Notifications

To have OctopusCX agent play message tones and display notifications, enable the Play message alert tone and Show desktop notifications. To prevent them from playing a tone or displaying notifications, have them disabled.

Menu layout

To have the section names always displayed on the navigation panel, select Always from the drop-down. To have them only visible when opened, select When selected.

Receiving messages while offline

OctopusCX can automatically take care of messages when you are offline. You may set the options to; 

• Show the new message when you log back in

• Move chats back to the queue for another agent to take

• Move chats to another selected agent

• Ignore the message

You can also notify a user or yourself via email by enabling Send email alerts and selecting the user. 

To send an auto-response, first enable the Send an auto-response option. Then write in the message you wish to be sent.

Templates

To create a personal agent template. Click the + button at the corner of the templates section.

Next, enter the content you wish to have in the template.

Hit save, and the template should be available when you need it.