User Aliases
Setup and manage different personas for conversations with people.
Purpose
Aliases allow you to participate in livechat and ticket conversations under a different persona than that of your user account. This can be useful to:
Maintain your privacy.
Establish goodwill with an alias localised to an audience demographic or region.
Force multiply your perceived team size.
Configuration
Aliases are managed in user account settings.
Create Alias
Select the + button next to "User aliases".
Alias Settings
Create a new alias or select an existing alias' button to view its settings:
Avatar — the profile image displayed next to your chat replies.
Name — the name shown next to your chat replies.
Set as default — sets the alias as your default persona for all new conversations. If no default is set, your user account's first & last name is the default.
Email signature — the alias' content for the signature block that shows at the bottom of ticket (email) replies:
Name — can be the same as the Livechat name or different, e.g. more formalized.
Content — any unique text appearing below the name.
Delete Alias
In the alias' button, select the X button and confirm deletion. This is a permanent action and cannot be undone, however an identical alias can be recreated. The deleted alias will remain visible as a participant in the chat logs of prior conversations, but cannot be applied to future ones.
Alias Usage
Open a conversation in the Inbox.
At the top of the message editor is an alias button showing the currently-applied alias. Use the dropdown to switch aliases.
The default alias is auto-selected for new conversations, and the last-used alias for ongoing conversations. Aliases can be switched at any time in ongoing conversations, but note that this is perceived as a new individual from the other person's point of view.
Last updated