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Forex CRM / Support Hub/Settings

Settings

Configure support hub categories, statuses, quick replies, and AI controller.

Overview

Settings allow you to configure Support Hub to match your support workflow. Customize categories, priorities, statuses, quick replies, and general settings.

Settings Categories

Categories

Location: Settings > Categories

Configure ticket categories:

  • Add/edit/delete categories
  • Set category colors
  • Configure SLA per category
  • Set default priorities

Priorities

Location: Settings > Priorities

Configure priority levels:

  • Add/edit/delete priorities
  • Set priority colors
  • Configure SLA multipliers
  • Set display order

Statuses

Location: Settings > Statuses

Configure ticket statuses:

  • Add/edit/delete statuses
  • Set status colors
  • Configure status types (active/resolved/closed)
  • Set default status for new tickets

Quick Replies

Location: Settings > Quick Replies

Manage response templates:

  • Create quick reply templates
  • Organize by category
  • Use placeholders
  • Enable/disable templates

AI Controller

Location: Settings > AI Controller

Configure AI features:

  • Enable/disable AI Reply
  • Set AI behavior rules
  • Configure response preferences
  • Add custom instructions

General Settings

Location: Settings > Settings

Configure general options:

  • Business hours
  • Notification preferences
  • Email settings
  • Auto-assignment rules

Common Configuration Tasks

Setting Business Hours

  1. Go to Settings > Settings
  2. Enable business hours
  3. Set working days
  4. Set start and end times
  5. Set timezone
  6. Save
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TipConfigure business hours accurately to ensure SLA timers pause correctly outside work hours. If your team operates across multiple time zones, set business hours to cover the widest active window.

Configuring Notifications

  1. Go to Settings > Settings
  2. Find notification section
  3. Enable/disable notification types:
    • New ticket notifications
    • Reply notifications
    • Assignment notifications
    • SLA warning notifications
  4. Save

Auto-Assignment Rules

  1. Go to Settings > Settings
  2. Find assignment section
  3. Configure rules:
    • Round-robin assignment
    • Category-based assignment
    • Load-balanced assignment
  4. Save

Status Configuration

Default Statuses

  • Open: New tickets, awaiting response
  • In Progress: Being worked on
  • Pending: Waiting for customer
  • Resolved: Issue fixed
  • Closed: Completed

Custom Statuses

Add statuses for your workflow:

  • Escalated
  • On Hold
  • Waiting for Third Party
  • Scheduled

Status Types

  • Active: Ticket needs attention
  • Resolved: Issue addressed, confirmation pending
  • Closed: No action needed

Best Practices

  1. Start simple - Don't over-complicate with too many categories
  2. Use consistent colors - Make status/priority visually clear
  3. Document settings - Keep record of configurations
  4. Test changes - Verify settings work as expected
  5. Train team - Ensure everyone knows the setup
  6. Review periodically - Update settings as needs change

Next Steps