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Your Account

Selecting an Account

Open the ChatHQ portal and log into your account. Once logged in, you can use the account table or the account selector on the left-hand side of your screen to navigate to your account.

Dashboard

The dashboard is currently not populated with much information, but future additions such as widget analytics will likely be added.

Engagement

Once in the Engagement section, you will see multiple options:

Knowledge Bases

Conversations

Account Settings

Find and click on the "Settings" tab on the left-hand navigation bar.
Once in Settings, you will see multiple options:
  • Account: Here, you can view and copy your Account ID and even change your account name.
  • Billing: This section displays your billing information, including subscriptions and payment methods.
  • Plans: In this section you can upgrade or downgrade your portal subscription.
  • Team: Manage your team members here.
  • Integrations: This is where you configure various integrations with other services.