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

Go to Settings → Team
Click "Invite Member"
Enter email address
Select role
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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