Manage

The Manage section is the central place where you configure how your Triochat workspace functions. Everything related to data organization, communication preferences, automations, user permissions, and system connectivity can be set up from here.

Whether you are customizing lead information, organizing contacts using tags, setting up automated chat behaviors, or managing communication channels, the Manage area helps you shape how your business interacts with customers.

This section ensures your entire team follows a consistent structure, works efficiently, and maintains clean, well-organized data. Each feature inside Manage serves a specific purpose to support your CRM, operations, and communication workflows.

What’s Inside Manage?

Inside Manage, you will find:

• Tags – Create and manage labels to categorize contacts and conversations.
• Contact Fields – Add custom fields to store additional information about your leads.
• Saved Replies – Create predefined messages to respond faster in chats.
• Live Chat Settings – Configure typing indicators, business hours, automated replies, and more.
• User Consent – Manage opt-in and opt-out keywords to ensure WhatsApp compliance.
• API Tokens – Generate secure API keys to integrate Triochat with external systems.

By using the Manage section effectively, your team can standardize processes, improve operational efficiency, and keep all workspace settings organized and easy to maintain.