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Overview of Accounts and their versions

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The Manage Accounts section provides a comprehensive set of functionalities designed to streamline account management for your organization. This includes options to create, modify, or delete accounts and account versions, giving you the flexibility to manage your user base effectively.  

Account Management Features:

  • Create New Accounts or Account Versions: Easily add new accounts or specific versions of existing accounts to reflect organizational changes or product updates.
  • Edit or Delete Accounts: Make modifications or remove accounts as needed to maintain an up-to-date account structure.
  • Configuration of Cuvo Agents: Customize the appearance, behavior, and placement of Cuvo agents within your application’s user interface, ensuring seamless integration and user experience optimization.

Cuvo Agent Integration:

Cuvo agents are designed to integrate with any of your platforms—whether it’s your website or apps on mobile, laptop or TV. These agents facilitate customer interaction through:

  • Feedback Collection: Gather user feedback directly within the app, streamlining the process for continuous improvement.
  • Bug Reporting: Enable users to report issues, helping to identify and resolve bugs efficiently.
  • Customer Support via Live Chat: Engage with customers in real-time, addressing queries and concerns instantly.

This integration equips your organization with actionable insights to enhance your products and services based on direct customer input.

User Roles and Permissions:

Only users assigned the role of Admin or Manager have the necessary permissions to add or manage accounts and account versions. This role-based access ensures that only authorized personnel can make changes, maintaining the integrity and security of your organization’s account structure.

For more information, refer to the following sections:

  • Viewing All Account
  • Adding a New Account
  • Editing a Account
  • Cloning a Account
  • Deleting a Account

Configuring Account Settings

  • Account name
  • Version
  • Logo
  • Knowledge base
  • Agent (Chat, Feedback)
  • Auto Assign
  • Integration (Jira, Zendesk, Email)
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