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Beginner10 min

Account Setup

Configure your account settings and team access.

Account Configuration

This guide walks you through setting up your Customer Support AI Monitor account for optimal use.

Profile Settings

Personal Information

  • Name and title
  • Email preferences
  • Notification settings
  • Time zone

Security

  • Password management
  • Two-factor authentication
  • API key management
  • Session settings

Team Management

Inviting Team Members

  1. Go to Settings → Team
  2. Click "Invite Member"
  3. Enter email address
  4. Select role
  5. Send invitation

Roles and Permissions

  • Admin: Full access
  • Manager: View all + manage team
  • Analyst: View all dashboards
  • Viewer: Read-only access

Notification Preferences

Alert Types

  • Escalation spikes
  • CSAT drops
  • System issues
  • Weekly digests

Channels

  • Email
  • Slack
  • Webhook
  • In-app

Great Progress!

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