Manage Your Workspace

Set up and manage your Pingstreams workspace with team members, departments, routing rules, and customization options.

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

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

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

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

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

Email Ticketing Convert emails into support tickets

Best Practices

Start by setting up departments and roles before configuring routing rules. This ensures conversations are properly distributed to the right teams from the beginning.