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Configure Signature

A signature is automatically added to messages you send to clients. This instruction will show how to configure a signature in the profile so it appears in all your responses.


When It Will Be Useful

  • You need to add a signature to all sent messages.
  • You want to update information in the signature (name, position, contacts).
  • You need to configure signature formatting (HTML or text).
  • You want to use different signatures for different bots or channels.

What's Important to Know

  • Signature — text that is automatically added to the end of operator messages.
  • A signature can contain HTML formatting for highlighting text, links, etc.
  • A signature is applied to all messages you send to clients.
  • Some systems allow configuring different signatures for different channels.

Before You Start


Step-by-Step Instructions

  1. In the Profile module, find the "Signature" section.
  2. In the editing field, enter the signature text:
    • Name and position (for example, "John Doe, Customer Support Specialist").
    • Contact information (phone, email, if needed).
    • Company information (if required).
  3. Configure formatting (if available):
    • Use HTML tags for formatting (bold, italic, links).
    • Or use plain text if HTML is not supported.
  4. Configure additional settings (if available):
    • Apply signature to all messages or only specific channels.
    • Set different signatures for different bots.
  5. Click "Save" — the signature is saved and will be added to your messages.

What Happens After

The signature is configured and will be automatically added to all messages you send to clients. It will appear at the end of each message.


Signature in a new email and in a reply

The signature is added to email only: to a new email and to a reply in an email chat. The "Add the operator's signature" checkbox controls it.

  • New email ("Add" → "Send email"): the checkbox is under "Email body" and is unchecked by default. Tick it to send the email with your signature.
  • Reply in an email chat: the checkbox is in the bottom row under the reply field, next to the "Paste with formatting" button, and is checked by default, so the signature is added as before. Untick it to send a particular reply or forwarded email without the signature. After sending, and when you switch to another chat, the checkbox is checked again. On a narrow screen only the box is shown; its name is in the tooltip.
  • In "Note" mode and in chats of other channels there is no checkbox: no signature is added there.

Why the checkbox is greyed out. If the signature is turned off in your profile or its text is empty, the checkbox is visible but disabled and unchecked, and hovering over it shows "Set up your signature in your profile first". Turn on and fill in the signature as described above, and the checkbox becomes active.

How to Verify Everything Worked

  • Check that the signature is saved in the profile.
  • Send a test message and verify that the signature appears at the end.
  • Check that formatting is displayed correctly (if HTML is used).

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