Conversation Editor
User Permissions
Editing Conversations
Are you ready to start customizing your Revenue Digital Assistant’s™ conversations? If you are a Conversica Admin (or Manager with Admin permissions) follow the steps below to easily activate Conversica Conversation Editor allowing new or existing profile members to view and/or edit your current conversations. If you would like to activate the Conversation Editor for a Group Profile, please reach out to Customer Support at support@conversica.com.
- From the Conversica Dashboard, click Settings > User, Profiles & Teams.
- Select the Profile you want to grant access to.
- If you want to create a new profile, follow the steps in this article.
- Click Edit Settings.
- Scroll to Conversations, and select the permission(s) you want to grant.
- Permission Definitions:
- Conversation Editor:
- View: Use this permission if you have team members that would benefit from better understanding the purpose and flow of your conversations, but don’t need to customize them.
- Edit: Use this permission to grant users access to viewing and editing all of your conversations.
- Schedule Editor:
- View: Grants users access to view the timing of your conversations for a better understanding of when each message/attempt will be sent.
- Edit: Allows users the ability to schedule a conversation's initial messaging attempt.
- Answers:
- View: Provides access to view current Conversica Answers.
- Edit: Allows users the ability to create, activate and customize Answers.
- Conversation Editor:
- Permission Definitions:
- Click Save Changes.
Once saved, the Conversation tab will appear on the Dashboard overview page.
To learn more about how to customize your conversations, visit Conversation Editor: How to Customize your Conversations and Conversation Editor Best Practices.
Comments
0 comments
Article is closed for comments.