Wenn Sie unten links auf Ihrem „Kontoname“ Es öffnet sich folgendes Fenster:Klicken Sie auf „Team“ zu Benutzer hinzufügen oder entfernen zu oder aus Ihrem Team. Der Benutzer wird über E-Mail-Einladung und erhält einen gültigen Link für 12 Stunden bis es abläuft,falls der Benutzer nicht zustimmt die Einladung, die der Administrator aussprechen muss Den Benutzer entfernen und die Einladung erneut senden.
Sie können darauf klicken „Mein Profil“ Um dein WhatsApp-Profilbild festzulegen, bearbeite dein Informationen und Beschreibung des Unternehmens und Deinen auf WhatsApp angezeigten Status bearbeiten durch Klicken auf „Bearbeiten“.
Die „Team-Funktion“ im CRM ermöglicht es Administratoren, ihr Team zu definieren und zu verwalten, indem sie Rollen mit spezifischen Zuständigkeiten zuweisen:Support für die Bearbeitung von Kundenanfragen,Grundlegend für eingeschränkten Zugriff und bestimmte Aufgaben sowie Admin für vollständige Kontrolle über Einstellungen und Teamverwaltung. Optimieren Sie Ihre Abläufe durch eine effektive Organisation der Rollen.
Sie können Benutzer hinzufügen als „Admin“ „Basic“ oder „Unterstützung“.Administrator verfügt über alle Rechte und kann Benutzer entfernen und hinzufügen.„Grundlegend“ Sie können Flows erstellen und bearbeiten, Vorlagen erstellen und bearbeiten, Kampagnen versenden, Nachrichten über den Chat senden, Segmente und Tags erstellen sowie Ihre Zielgruppe bearbeiten.„Unterstützung“ hat nur Zugriff auf Chats und die Zielgruppe.
Die „Benachrichtigungsfunktion“ in Chatarmin ermöglicht es Administratoren,Festlegen, wann Support-Mitarbeiter über neue Chat-Zuweisungen benachrichtigt werden.Administratoren können Trigger anpassen, beispielsweise Sofortbenachrichtigungen, Verzögerungen oder bestimmte Bedingungen (z. B. Chat-Priorität), um zeitnahe Reaktionen und eine höhere Teameffizienz zu gewährleisten. Benachrichtigungen können per E-Mail versendet werden.Legen Sie ganz einfach Intervalle fest und definieren Sie Benachrichtigungskriterien.
Wenn du auf „Einstellungen“ klickst, siehst du deinen API-Token, kannst die angezeigte Währung in deinem Chatarmin-Konto ändern, deine Abrechnungseinstellungen öffnen und dein Passwort ändern.
Dein API-Token authentifiziert die Public API, MCP-Verbindungen und andere Integrationen außerhalb des Dashboards.
Öffne Profil → Einstellungen, um einen Token zu erstellen, zu kopieren oder zu regenerieren.
Chatarmin zeigt unter dem Token ein Ablaufdatum, sofern eines gilt. Termine in den nächsten 30 Tagen werden hervorgehoben.
Token regenerieren ersetzt den aktuellen Token sofort. Bestätige den Dialog, kopiere den neuen Token und aktualisiere jede Integration, jedes Skript und jeden MCP-Client, der den alten Wert nutzt.
Wenn ein Banner im Dashboard auf ein Sicherheitsupdate des API-Tokens hinweist, nutze Neuen Token holen (oder Token regenerieren in den Einstellungen) und tausche den Token überall aus, bevor die im Banner genannte Frist abläuft. Danach werden Anfragen mit dem alten Token abgelehnt.
Wenn du deinen API-Token regenerierst oder ersetzt, funktioniert der bisherige Token sofort nicht mehr. Aktualisiere externe Systeme vorher, wenn du keine Unterbrechung brauchst.
Durch Klicken auf „Regeln“ kannst du eingehende Gespräche automatisch einem Mitarbeiter/Teammitglied zuweisen.
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