Manage Your Workspace
Set up and manage your Pingstreams workspace with team members, departments, routing rules, and customization options.
Account & Team Setup
Section titled “Account & Team Setup” Pingstreams Account Manage your account settings and billing
Invite Teammates Add team members to your workspace
Permissions & Roles Configure user roles and access control
Default Roles Understand built-in user roles and permissions
Organization & Structure
Section titled “Organization & Structure” Creating Departments Organize your team into departments
Creating Groups Set up agent groups for team collaboration
Multiple Projects Manage multiple projects in one workspace
Routing & Assignment
Section titled “Routing & Assignment” Chat Routing Configure how conversations are distributed
Automatic Assignment Set up automatic conversation assignment rules
Group Load Balancing Balance workload across agent groups
Operating Hours Set business hours and availability
Widget & Customization
Section titled “Widget & Customization” Install Widget Add the chat widget to your website
Widget Customization Customize widget appearance and behavior
Language Support Configure multilingual support
Canned Responses Create quick reply templates
Analytics & Tracking
Section titled “Analytics & Tracking” Analytics 101 Track performance metrics and insights
Activities Log Monitor workspace activities and audit trail
Google Tag Manager Integrate with Google Tag Manager
Email Integration
Section titled “Email Integration” Email Ticketing Convert emails into support tickets