Admin guide
Welcome to the UniverX admin guide. This section is for operations managers, team leads, and account administrators who are responsible for setting up and running their organization’s UniverX environment.
You do not need technical experience to use this guide. Each article walks you through a specific task in plain language, with step-by-step instructions.
What you can do as an admin
Section titled “What you can do as an admin”As an admin, you manage everything behind the scenes that keeps your team running:
- Add and manage team members — invite agents, assign roles, and organize people into groups
- Set up queues — define how incoming customer requests are routed to your team
- Deploy widgets — embed the UniverX chat and video widget on your website
- Build forms — create pre-call forms that collect customer information before a session starts
- Monitor activity — review the event log to see who did what and when
- Manage billing — update payment methods, view invoices, and change your subscription plan
Where to start
Section titled “Where to start”Admin console overview
Section titled “Admin console overview”The admin console is the section of UniverX where you configure your organization. You can reach it by clicking the Admin console link in the left-hand sidebar after you log in.
The admin console contains the following sections:
| Section | What it does |
|---|---|
| Members | Manage team members and groups |
| Queues | Configure routing queues |
| Widgets | Manage website widgets and embed codes |
| Forms | Build pre-call form templates |
| Billing | Manage your subscription and payment methods |
| Security | Security policies and access controls (coming soon) |
| Event logs | View an audit trail of all admin actions |
| Organization settings | Organization-wide configuration (coming soon) |
Need help?
Section titled “Need help?”If you cannot find what you are looking for, check the Glossary for term definitions, or refer to the Troubleshooting section for common issues.