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Manage transactional email templates Edit subjects, branded HTML, plain-text fallbacks, preview values, and test sends.

Getting Started Fast onboarding, first login, and launching your first site. Installing the Widget Embed, test, and verify the customer-facing widget. Sites & Domains Manage sites, domains, and allowed widget origins. Inbox & Conversations Handle live chats, offline messages, assignments, and follow-up. Agents & Team Invite teammates, assign roles, and manage access. Departments Route conversations to Sales, Support, Billing, and more. Business Hours & Availability Control when chat is live and what visitors see after hours. Billing & Plans Upgrade, review subscriptions, and understand plan limits. Smart Chat / AI Advice Configure governed AI assistance and grounded suggestions. Security & Login Passwordless sign-in, sessions, and access control. Email Templates Edit transactional emails, previews, and test sends. Troubleshooting Diagnose widget, domain, mail, and runtime issues quickly.