Attendant Settings

Customize contact groups for easier access

New Design for Attendant Console

This page describes both Attendant Console 1.0 and the new 2.0 redesign. You can change between designs right within your settings.

đź’ˇ Note: For more recently onboarded Nimbus customers, this choice might be disabled and you will be using the 2.0 design by default.

 

Attendant Console 2.0

Attendant Console 2.0 - Settings

Attendant can be customized to your needs by accessing the settings, located on the top right of your Attendant UI.

Access to Attendant Settings

đź’ˇ Settings are stored for your currently logged-in user and will not affect other Attendant Console users.

Contact Groups

Within settings you can define Contact Groups. These allow you to define which groups of users you want to be shown below the Contact Search field.
💡 The default "Favorites" group can also be configured and hidden from within this dialog. 

Attendant Console 2.0 - Contact Groups

  1. Head to Attendant Settings.
  2. Within the “Contact Groups” section, click on “Create”  to start a new group, or “Edit” an existing one (including your Favorites).
  3. Define / Change your Group Name as it will appear in your Attendant later.
  4. Click “Add” to define contacts. 
  5. Start typing to search for users and click on their names to add them
    đź’ˇ The search triggers as you enter 3 letters or more.
  6. Rearrange the order of users via the handles as you want them to appear within your group. 
  7. Order your new Group as you would like it to appear.
  8. Optionally turn groups invisible to keep for later.
  9. When satisfied with your groups, close your settings. 
    ⮑ Your new Contact Group will now appear in your defined order.
 
 

Attendant Console 1.0

Attendant Console 1.0 - Settings

Attendant can be customized to your needs by accessing the settings, right next to the search field.

Access to Attendant Settings

đź’ˇ Settings are stored for your currently logged-in user and will not affect other Attendant Console users.

Contact Groups

Contact groups are defined lists of users shown below the Contact Search field. In here 

A contact group of users

Creating a Group

✅ To create your own Contact Groups, perform the following steps: 

  1. Head to Attendant Settings.
  2. Within the “Contact Groups” section, click on “Create”  to start a new group, or “Edit” an existing one (including your Favorites).
  3. Define / Change your Group Name as it will appear in your Attendant later
  4. Click “Add” to define contacts. 💡 The search triggers as you enter 3 letters or more.
  5. Start typing to search for users and click on their names to add them
  6. Rearrange the order of users via the handles as you want them to appear within your group. 
  7. Finish with "Create" to add your new Group.
  8. Order your new Group as you would like it to appear.
  9. Optionally turn groups invisible to keep for later.
  10. When satisfied with your groups, close your settings.
    ⮑ Your Contact Groups will now appear in your defined order.

Notes

  • Please note that empty groups (with no users) will not be shown.
  • You can have a maximum of 10 groups of 50 users each.
  • The default “Favorites” Group can also be configured in the same manner.
 
 
 

 

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