Set up account

In this section, you will learn how to configure all the essential aspects of your profile and personal preferences within Yuzap. Before you start using the platform daily, it is important to adjust information such as photo, display name, signature, password, notifications, and sending preferences — ensuring a more professional, secure, and organized experience for both you and your clients.

Throughout the following topics, you will see how to customize your agent profile, set your message signature, strengthen account security through password reset, choose the ideal message sending method, and configure audio, push, and email notifications. You will also learn how to adjust the organization account’s general settings, such as language, identity, and automatic conversation resolution rules.

These customizations are quick but have a major impact on the quality of service and the efficiency of your workflow. After completing this part of the guide, you will be fully prepared to use Yuzap in a practical, standardized way that aligns with your team’s needs.