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Settings
Profile Settings

Profile Settings

Manage your user profile information, including name, email, avatar, and role details.

Personal Information

Name

Update your display name that appears in conversations.

  1. Go to Settings > Profile
  2. Under Personal Information, edit the Name field
  3. Click Save to apply changes

Your name will be visible to customers in conversations and to team members in the chat interface.

Email Address

Your email address is used for login and notifications.

  1. Go to Settings > Profile
  2. Under Personal Information, view your current email address
  3. To change your email:
    • Click Change Email
    • Enter your new email address
    • Verify the new email address using the confirmation link sent to your new email
    • Confirm the change

Note: You'll need access to both old and new email addresses to complete the change.

Phone Number

Add or update your phone number for account recovery and notifications.

  1. Go to Settings > Profile
  2. Under Personal Information, enter or update your Phone Number
  3. Verify your phone number if prompted
  4. Click Save to apply changes

Profile Photo

Upload or update your profile photo (avatar).

  1. Go to Settings > Profile
  2. Under Profile Photo, click Upload Photo or Change Photo
  3. Select an image file (PNG, JPG, or GIF)
  4. Crop or adjust the image as needed
  5. Recommended size: 200x200 pixels
  6. Click Save to apply changes

Your profile photo appears:

  • In conversations (visible to customers)
  • In team member lists
  • In mentions and notifications

Role and Permissions

View your current role and permissions.

  1. Go to Settings > Profile
  2. Under Role and Permissions, view your assigned role:
    • Admin: Full access to all features and settings
    • Manager: Access to conversations, analytics, and most features
    • Agent: Can respond to conversations and access assigned chats

Your role is assigned by an Admin. Contact your organization administrator if you need role changes.

Bio/Status

Add a brief bio or status message visible to team members.

  1. Go to Settings > Profile
  2. Under Bio/Status, enter your bio or current status
  3. Click Save to apply changes

This information is visible to other team members but not to customers.

Signature

Add an email signature that will be appended to email responses (if email integration is enabled).

  1. Go to Settings > Profile
  2. Under Signature, enter your email signature
  3. Use formatting options to style your signature
  4. Click Save to apply changes

Language Skills

Specify languages you can communicate in to help with conversation routing.

  1. Go to Settings > Profile
  2. Under Language Skills, select languages you're fluent in
  3. Indicate proficiency level for each language:
    • Native: Fluent speaker
    • Professional: Professional working proficiency
    • Conversational: Can hold conversations
  4. Click Save to apply changes

This helps route conversations to agents who can communicate in the customer's preferred language.

Specializations

Add specializations or areas of expertise to help with conversation routing.

  1. Go to Settings > Profile
  2. Under Specializations, select or add areas of expertise:
    • Technical Support
    • Sales
    • Billing
    • Product Questions
    • etc.
  3. Click Save to apply changes

Workflows can route conversations to agents based on their specializations.

Notification Preferences

Control which notifications you receive (separate from general notification settings).

  1. Go to Settings > Profile
  2. Under Notification Preferences, configure:
    • New Conversations: Notify when new conversations are assigned
    • Mentions: Notify when you're mentioned in conversations
    • Direct Messages: Notify when you receive direct messages from team members
    • System Updates: Notify about system updates and announcements
  3. Click Save to apply changes

Availability

Set your current availability status.

  1. Go to Settings > Profile
  2. Under Availability, select your status:
    • Online: Available for conversations
    • Away: Temporarily away
    • Busy: Busy but can be reached for urgent matters
    • Offline: Not available

Your availability status can also be changed from the main chat interface.

Privacy Settings

Visibility

Control who can see your profile information.

  1. Go to Settings > Profile
  2. Under Privacy Settings, configure:
    • Profile Visible to: Team members only (default) or organization-wide
    • Email Visible: Control email visibility to team members
    • Phone Visible: Control phone visibility to team members

Account Management

Change Password

Update your account password.

  1. Go to Settings > Profile
  2. Under Account Management, click Change Password
  3. Enter your current password
  4. Enter your new password (must meet security requirements)
  5. Confirm your new password
  6. Click Save to apply changes

Delete Account

Delete your Ulka Chat account (requires confirmation).

  1. Go to Settings > Profile
  2. Under Account Management, click Delete Account
  3. Confirm your password
  4. Review the consequences:
    • All your personal data will be deleted
    • You'll be removed from all conversations
    • This action cannot be undone
  5. Confirm deletion

Note: If you're an Admin and the only Admin in your organization, you cannot delete your account until another Admin is assigned.

Need help? Visit our Help Center (opens in a new tab) or contact support@ulka.chat.

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