Personal Preferences
Last Update: Oct 2024 • Est. Read Time: 2 MINAgents can personalize Kustomer and change app defaults by using the Personal Preferences settings page. In this article, we'll review the various options available to users on this settings page.
In this article
To access these preferences in Kustomer, go to Settingsand select Personal > Preferences.
Application language
This setting affects the language that an agent's Kustomer account will be displayed in. When the language is changed, the entire Kustomer app will refresh to show the new language. This language is taken into account when displaying any date attributes or any snippets used in custom attributes.
Theme
This setting affects how the Kustomer user interface is displayed. The Light theme offers dark text on a mostly-white background, whereas the Dark theme uses light text on a mostly-black background. Device Default will match the Kustomer theme to your current default settings on your device, which be a convenient option if your Mac/PC is set to automatically change display themes depending on the time of day or night.
Timeline
Show More/Less button for large messages
When this setting is turned on, large messages will be truncated. To view the full message, select Show More in the timeline. This option can help condense the timeline and reduce scrolling to find a relevant message within a conversation.
Show recently used shortcuts
When this setting is turned on, recently-used shortcuts will sort to to the top of the shortcuts list.
Default alias
Available for: Email (Postmark)
This setting determines which email address will be used in the draft editor by default. If nothing is selected, the first email address that was added to the Email Settings page will be used.
Undo send
Available for: Email (Postmark), SMS
When turned on, agents will be offered an Undo option in the conversation timeline for a configurable length of time after sending a message. This adds a window where an agent can stop an email from being sent out to a customer. This can be a useful way to retract an accidentally-sent message, or fix a typo that was only spotted after clicking Send.
Default send action
Available for: Email (Postmark), SMS, Chat, Twitter, Facebook, Instagram
This changes the default actions that occur when an agent sends out a message. No matter which option is picked in the settings as default, the other sending actions are available by opening the triangle menu next to the Send button in the reply editor.
- Send will send out a message with no additional actions.
- Send and Mark Done will send the message, then mark the conversation as Done.
- Send and Snooze will send the message, then snooze the conversation.