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
- Go to Settings > Settings
- Enable business hours
- Set working days
- Set start and end times
- Set timezone
- 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
- Go to Settings > Settings
- Find notification section
- Enable/disable notification types:
- New ticket notifications
- Reply notifications
- Assignment notifications
- SLA warning notifications
- Save
Auto-Assignment Rules
- Go to Settings > Settings
- Find assignment section
- Configure rules:
- Round-robin assignment
- Category-based assignment
- Load-balanced assignment
- 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
- Start simple - Don't over-complicate with too many categories
- Use consistent colors - Make status/priority visually clear
- Document settings - Keep record of configurations
- Test changes - Verify settings work as expected
- Train team - Ensure everyone knows the setup
- Review periodically - Update settings as needs change
Next Steps
- Managing Tickets -- Start managing support tickets
- Categories & Priorities -- Set up ticket classification
- SLA Management -- Configure response time targets
- Quick Replies -- Create response templates
- AI Reply -- Set up AI-generated responses