Setting global configurations on PipeOne

PipeOne provides administrators the ability to configure global settings for their company, ensuring a consistent and streamlined experience for all users. These configurations include timezone settings, messaging preferences, language, and other defaults that apply across the platform. Below is a detailed guide to accessing and setting up these global configurations.

How to Access Global Configurations

To access the global configuration settings in PipeOne:

  1. Open the PipeOne menu.

  2. Navigate to Configurations.

  3. Select My Company.

    This section contains all the options for customizing your company-wide settings.

Detailed Overview of Global Configuration Options

1. Timezone

The timezone setting determines how timestamps are displayed across the platform. This ensures that all activities, logs, and communications align with your company’s local time zone.

2. Include Agent's name in 1:1 messages

This feature allows you to personalize messages sent by agents in one-on-one conversations. You can choose whether the agent’s name appears in the message and where it is positioned:

  • Yes, send at the BEGINNING of each message: The agent's name will be automatically added at the start of every message.

  • Yes, send at the END of each message: The agent's name will be added at the end of each message.

  • No, disable this automatic option: The agent’s name will not be included unless manually added.

This setting helps maintain clarity in communication, especially when multiple agents interact with clients.

3. Phone Numbers: default country code

This configuration sets a default country code for phone numbers used across the platform. For example:

  • Default: USA/Canada (+1).

    This ensures that phone numbers are formatted correctly when sending SMS, for example.

4. Remove special characters in SMS messages

When sending SMS messages, special characters (e.g., accents or symbols) may cause compatibility issues with certain devices or carriers. You can choose:

  • Yes: Automatically remove special characters from SMS messages to ensure smooth delivery.

  • No: Retain special characters as they are written.

This option is particularly useful for international communication where encoding issues may occur.

5. Default country selection for contacts

This setting determines the default country assigned to new contacts created within PipeOne. It simplifies data entry by pre-selecting a country for contact records.

6. Conversation reassignment permissions

This feature controls whether agents can reassign conversations:

  • Yes: Agents can transfer conversations assigned to others or reassign conversations to themselves.

  • No: Only administrators or specific roles can manage conversation assignments.

This setting is useful for managing workflows and ensuring proper accountability among team members.

7. Default language selection for company

The platform’s default language can be set here. This ensures that all users see consistent language across menus, notifications, and system messages.

8. Default date format for company

Administrators can select a preferred date format from available options (e.g., MM/DD/YYYY or DD/MM/YYYY). This ensures consistency in how dates are displayed throughout the platform.

9. Current theme

The theme setting allows you to customize the appearance of PipeOne to match your company’s branding or preferences. You can choose from various visual styles available in the platform.

Why global configurations matter

Global configurations help standardize operations across your company by ensuring all users follow consistent settings for communication, data entry, and interaction within PipeOne. With options like timezone alignment, automatic inclusion of agent names, and default country codes, administrators can create an environment tailored to their organization's needs. These configurations ensure seamless communication and efficient workflows across teams while minimizing errors caused by inconsistent settings.

By regularly reviewing and updating these settings as needed, you can optimize your use of PipeOne and enhance collaboration within your organization!

Product Team