Personal account settings
Last Update: Oct 2024 • Est. Read Time: 2 MINYou can update your personal account settings, such as email signature and profile picture, in Kustomer. Additionally, you can also access metrics to gain insight on your personal performance.
In this article:
Change your profile
Your account profile in Kustomer shows all of your personal account settings. You can access your profile in one of two ways:
- Select your avatar in the left navigation bar, and then select Your Profile.
- Go to Settingsand select Personal > Account.
In your profile, you can update the following information:
- Your name
- Your public display name
- Your mobile phone number
- Your email address
- Your personal email signature
- Your profile photo, or avatar
- The password you use to sign in to Kustomer
Edit your information and select Save Changes.
Customize your email signature
You can personalize your conversations with a custom, formatted signature. The default email template in Kustomer comes pre-populated and will automatically insert your signature into an email response. You can also create a shortcut that allows you to quickly insert your signature into a different type of message response, such as a chat.
Note: You can update your email template to include brand logos in email signatures for your whole team. Learn more in Customize email templates.
To customize your email signature:
- Enter a new signature in the Email Signature box.
- Select Save Changes.
To use your signature in a shortcut:
- Go to Go to Settings> Workspace > Shortcuts.
- Select Add Shortcut and name it EmailSignature.
- Select Snippets & Dynamic Text.
- Select the Dynamic Text tab and then select the Current User Email Signature dynamic text option. For more information, see Using Dynamic Text.
- Select Save Changes.
- When responding to a message, select Insert shortcut.
- Select the shortcut you created with your email signature. Your signature will be inserted into your message.
View your performance metrics
As an agent, you may want to know how you are performing to improve your key metrics. You can access your personal performance metrics by selecting Home . Learn more in View agent performance dashboard.