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How to Configure Brand or Organizational Agent Signatures

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Configuring brand or organizational agent signatures ensures consistent communication and professional representation in customer interactions. This guide provides detailed steps to set up and customize agent signatures for your organization or brand.

Steps to Configure Brand or Organizational Agent Signatures

While adding a new Brand

  1. Log in to your BoldDesk account as an administrator and navigate to Admin module > Brands, and click Add Brand.
  2. Enter the required brand information, then input the signature under the Brand Signature section.
  3. Click Add to complete the setup.

Adding Signature while creating a new Brand

In an existing Brand

  1. Log in to your BoldDesk account as an administrator.
  2. Go to the Admin module, select Brands, and choose the brand for which you wish to add the brand signature.
  3. Edit the brand by clicking the More Options icon (⋮) next to the brand name, then select Edit Brand Signature.
  4. Add the signature, and you can also use the placeholders to dynamically update the given content.

Adding signature in an existing brand.gif

To learn more about default/common signatures, refer to this article

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