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How to Customize Agent Portal Settings

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For customizing the agent portal, several settings are available. To customize the settings, open Agent Portal > Admin Module and select the Agent Portal menu from the general settings tab.

Agent Portal Option.png

Changing portal name

Changing the portal name will reflect in the tooltip shown in Logo and the page name in the browser.

Portal Name Files.png

Agent Portal Settings Tab.png

Changing Logo and Favicon

The logo and Favicon of the agent portal can be changed to reflect your branding using the Logo and Favicon change option. The supported formats are mentioned inside it. The maximum size of the logo is 2MB and the favicon is 64KB.

Log and Favicon Page.png

Changing the Logo Linkback URL

If you want to link the logo to your site, you can fill in your site URL.

Logo Linkback URL Field.png

Changing sidebar color

Agent portal left navigation sidebar color can be changed by picking from any existing color or you can directly type the hex code to match your brandings.

Sidebar Theme Color.png

Agent availability settings

By default, these settings are disabled. If you want agents to change their availability status by themselves organization-wide, then these settings can be enabled. So that, agents can change their availability status from the profile menu.

Note : Agent with available status will only be considered during the ticket round-robin assignment process.

Agent Can Change Their Availability Checkbox.png

Agents Available Option.png

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