General Info

Key points to take note of when filling in the General Info page

Fully set up your account by filling in important, key information in the General Info section.

General Info: https://app.sleekflow.io/settings/generalinfo

General Info Page

Entering and Saving Information

Simply type in the corresponding details into each field and click on the "Save" button to save the information. It is important to ensure that real, verifiable and identifiable information is used as fields such as "First Name" and "Last Name" will be visible to your chat contacts.

Remember to keep the information updated and click on the blue "Save" button on the top right-hand corner whenever new changes are made.

Profile Picture

Upload a profile picture to allow both your teammates and customers to better recognise you.

  1. Hover over the "Upload New Photo" button and click on it to bring up a system dialogue box that allows you to choose a file from your computer to upload.

  2. Select a suitable profile picture that clearly shows your face and then click on the "Open" button at the bottom right-hand corner of the system dialogue box to upload the photo.

Apart from letting your teammates recognise you, the profile picture will also be visible on the website messenger. This allows customers to put a face to the person that they are speaking to and to increase the personal touch to build a good customer relationship.

Roles

There are two types of roles on SleekFlow: Admin and Staff. It is important to select the right role for each agent as it affects their ability to view conversations.

Chat Module | SleekFlow Inbox

Admins can see all the conversations in the company whereas Staff can only see conversations assigned to them.

Phone Number and Time Zones

Phone Number

Select the correct country code and key in your valid mobile phone number to receive periodic updates.

Time Zones

Both SleekFlow app and SleekFlow web display timestamps when a chat message has been sent out.

Message Timestamps

To avoid confusion due to message timings when reading messages, please indicate your current timezone under "Your Time Zone" and your company's headquarters timezone under "Company Time Zone".

This ensures that all your received messages will have the correct timestamp for your convenience.