Preferences

Use Preferences to manage quick-message templates, choose audio devices, and adjust the interface size and contact layout in the Heedify Agent Console.

Heedify Agent Console Preferences menu showing Settings, Devices, Application Theme, Contact display mode, and About.

Settings

Message Template

Create a reusable template to send quick messages and emails during a call.

Add variables to personalize each message with call or caller details.

Available variables are

  • phoneNumber
  • callerName
  • date

To configure the template:

  1. Select the Preferences icon and choose Settings.
  2. Edit Contact Message Template and add the variables you need.
  3. Select Save.

During a call, select Push message to open the editor. Edit the text, then select Send.

The message appears in the other agent’s Teams chat. Email is also available as an alternative.

Devices

Choose the speakers and microphone used for your calls in the Devices section.

Application Theme

Choose the interface size that suits your screen and reading preferences. This setting changes the interface size, not its colors.

  1. Open Preferences and expand Application Theme.
  2. Select Compact View for a smaller interface or Comfort View for a larger interface.

Contact display mode

Choose how contacts are arranged in the workspace.

  1. Open Preferences and expand Contact display mode.
  2. Select Default view for the standard contact layout or Grid view to arrange contacts in a grid.

This setting changes the layout, not the contacts themselves.

Works with: Microsoft Teams, Outlook.