GETTING STARTED
Roles
Roles in Bevatel define user permissions and responsibilities. Admins have full control, managers oversee specific areas, and agents handle customer interactions. Roles in Bevatel define the specific permissions and responsibilities of users within ...
Audit Logs
Audit Logs provide a record of activities, including inbox creation and user sign-ins, with timestamps and IP addresses. Audit Logs serve as a comprehensive record of activities within the Bevatel platform. They capture important events such as inbox ...
Closing Notes
Closing Notes in Bevatel help managers understand contact interactions, with customizable categories and summaries. Getting Here This setting is accessible by Owners and Managers only! This setting can be accessed from the Settings navigation menu ...
Canned Files
Canned Files are pre-saved attachments that can be easily sent during conversations for quick sharing. Canned files are commonly used for predefined responses or quick document sharing during conversations. Here's a step-by-step guide: 1. Short Code: ...
Block List
"Manage your blacklist, unblock contacts, and view blocked reasons." The blacklist management interface allows you to control and maintain a list of blocked contacts. This feature is useful for preventing unwanted or disruptive communication. Below ...
Add Labels
"Simplify conversation management by creating and customizing labels with distinct colors to categorize and prioritize messages." Add Labels Labels help you categorize conversations and prioritize them. You can assign a label to a conversation from ...
Add Teams
"Efficiently organize your agents into teams based on roles and responsibilities, assigning conversations collaboratively." Add Teams Teams let you organize your agents into groups based on their responsibilities. A user can be part of multiple ...
Add Channels
"Connect your website and social media accounts like Facebook, Twitter, WhatsApp, and more with Bevatel by adding inboxes. Access this feature through Welcome/onboarding, Settings, or your home screen Add Channels An Inbox connects your website, or ...
Add Agents
"Easily add and manage agents in your Customer Support team. Invite team members via 'Invite Team Member' or use Settings → Agents to add, edit, or remove agents." Add Agents An Agent is a member of your Customer Support team. Agents will be able to ...
Configure your general account details
"Update organization's info, including account name and resolution time for tickets, in Account Settings." Configure your general account details You can update your organization’s info on this screen. You can update the name in the account by ...
Configure your profile
Customize your Bevatel agent profile with an image, display name, and personal message signature. Configure your profile This guide helps you set up your personal profile with your image/avatar, display name, personal message signature, and more. You ...
Create your Bevatel Account
Welcome to Bevatel! This guide will walk you through the steps to create your account and get started with our services. 1. Introduction Creating an account with Bevatel is the first step to accessing our services and unlocking a world of ...
Introduction
Introduction "Connect Bevatel to multiple channels for unified communication. Manage conversations, collaborate on the go with mobile apps, and explore Bevatel's features in this user guide." Integrate your Bevatel account with multiple conversation ...