Agent Settings
Change your agent's name and the greetings Una opens chats and calls with, and find the rest of your agent's settings.
On this page
This is where you change your agent's name and greetings. The other tabs on the page hold the rest of your agent's settings.
Select your agent in the sidebar and click Agent Settings.
Name and Greetings
-
Your agent name: how the agent appears in the sidebar and page title. Your team sees it, guests don't.
-
Greeting in chat: the first message Una sends when a guest opens a chat in your website widget.
-
Greeting on calls: what Una says when answering a call. If you leave it empty, Una uses the chat greeting.
Click Update to save. You will see Agent was successfully changed.
To check a greeting, open the widget with the direct link from Deploy & Share. Use a private browser window, so that a new chat starts.
These greetings are not the Welcome message in Widget settings. The welcome message is the line guests see in the widget's menu before a chat starts.
If you see one field named Begin message instead of the two greetings, your greeting has a special setup. Contact the Polydom team to change it.
The Other Tabs
| Tab | What it's for |
|---|---|
| Widget settings | Texts, colors, languages and buttons of your website widget |
| Knowledge base | The facts about your property Una uses to answer guests |
| Notifications | Who on your team gets alerts by email or WhatsApp |
| Deploy & Share | The embed code, link and QR code for your widget |
| Gmail Skill or Outlook Email | The connection to your mailbox |
| Instagram Skill | The connection to your Instagram account |
PMS Settings is a separate item in the sidebar, not a tab here. See PMS Integrations Overview.
If you expect a tab and don't see it, the Polydom team hasn't set that up for your agent yet. Contact them. See Channels and Integrations.
Who Can Change Settings
You need the Owner or Admin role. A Readonly member can open these pages but can't change anything: the name and greeting fields are greyed out and Update is unavailable. See Managing Team Members.