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Setup Account

Get started with Akece by setting up your account effortlessly with our clear, guided process.
Stênio Aníbal
By Stênio Aníbal
• 7 articles

Creating Your Account

In this guide, you'll learn how to create your Akece account quickly and securely. In just a few steps, you'll be ready to explore everything the platform has to offer. Step-by-step to create your account 1. Go to the sign-up page To get started, visit https://dash.akece.com/app/signup and click the "Create free account" button. You can also access this page from Akece’s official website: https://www.akece.com 2. Fill in the registration form You’ll see a simple form. Just fill in the required fields as described below: - Full name Enter your full name. Example: Ana Souza - Work email Enter a valid email address, preferably with your company domain. Example: [email protected] - Account name You can use your company or project name here. Example: NovaTech Solutions - Password Create a secure password with at least: - One uppercase letter (A–Z) - One number (0–9) - One special character (such as !, @, #, $, %, etc.) - Confirm password Re-enter the same password to confirm. 3. Confirm your email Once you submit the form and click "Sign Up", you’ll be automatically redirected to the Akece dashboard. However, before you can start using the platform, you need to confirm your email. Check your inbox — you’ll receive an email with the subject "Confirmation Instructions". Click the "Confirm my account" button and you’re done! What’s next? ✅ Account successfully created! From here, we recommend a few initial steps to get your workspace ready and make the most of Akece: - Set up your profile: name, photo, password, and preferences - Adjust account details: account name, language, and basic settings - Invite your team: add agents to collaborate on support - Create your inboxes: connect channels like website chat, WhatsApp, email, and more - Customize your chat widget: match your website’s style and tone - Organize your team with groups: such as Sales, Support, or Product - Tag conversations with custom labels - Create canned responses for frequent questions - Explore our integrations with other tools - Use connected apps for more efficient workflows Need help getting started? 📩 Email us at [email protected] 📱 Follow us on social media: @akece.ai

Last updated on Apr 16, 2025

Customizing Your Profile

In Akece, you can personalize your profile to create a more professional and customized support experience. You can upload a profile picture, set your display name, add a personal message signature, change your password, and adjust your message-sending preferences — all in just a few clicks. Where to find your profile settings In the lower-left corner of the Akece dashboard, click your name or avatar and select "My Profile". From there, you’ll be able to update all the settings listed below. Updating your agent profile These details appear in your dashboard, live chat widget, and in external communications such as email messages. Here's what you can customize: Profile picture Upload a photo to be shown as your avatar in conversations. 🔎 Tip: If you don’t upload a picture, Akece will try to pull one from Gravatar (if available for your email address). Full name Enter your full name. Example: Ana Oliveira Display name This is the name that customers will see during conversations. Example: Ana (Support) or Ana O. Email address This is the email used to log into your Akece account and to receive system notifications. ⚠️ Important: If you change your email address, you’ll be logged out and will need to sign in again using the new address. Once you've updated the information, click "Update Profile" to save the changes. A confirmation message will appear if the update is successful. Message signature You can create a personal signature to appear at the end of your outgoing messages. This adds a professional touch and helps identify you to customers. 💡 Example: — Ana | Akece Support Team Changing or resetting your password For security reasons, changing your password requires you to enter your current password. Your new password must include: - At least one uppercase letter (A–Z) - At least one number (0–9) - At least one special character (!@#$%&*()_+-=[]{}|", etc.) If you’ve forgotten your password, simply log out and use the "Forgot your password?" option on the login page: https://dash.akece.com/app/login Message-sending preferences You can choose which keyboard shortcut you'd like to use to send messages during customer conversations: - Enter - Ctrl+Enter (or Cmd+Enter if you're on a Mac) Go to the preferences section in your profile and select the option that’s most comfortable for you. All set! With your profile updated, you're ready for the next step: adjusting your notifications to make your experience on Akece even more efficient. 😊 Need help? Reach out to our team at [email protected] or follow us on social media: @akece.ai

Last updated on Apr 16, 2025

Setting Up Your Notifications

In Akece, you can customize your notifications to stay informed about your conversations — without being overwhelmed by unnecessary alerts. Notification settings are personal and affect only your profile. They do not change how notifications behave for other team members. Accessing Notification Settings In the lower-left corner of your dashboard, click your name or profile picture. Select the "My Profile" option. Inside your profile settings, you’ll find sections for audio, push, and email notifications. Audio Notifications Sound alerts work when Akece is open in your browser. They are triggered instantly, based on the preferences you activate. Alert sound type You can choose from five different alert tones. Click the preview button to listen and select the one you prefer. Events that trigger sound alerts Decide which types of conversations should generate alerts: - Conversations assigned to me: You’ll be notified only for the conversations you are responsible for. - Unassigned conversations: You'll be alerted when a new conversation arrives without an assigned agent. - Conversations assigned to others: You’ll receive alerts for ongoing conversations assigned to other team members. 📌 Recommendations: - For agents, it's best to enable only notifications for conversations assigned to me. - For managers, consider also enabling unassigned conversations to ensure no messages go unanswered. Conditions for triggering sound alerts You can further refine when sound notifications should occur: - Only if the browser tab is inactive Ideal to avoid distractions while you’re actively working on other chats. - Every 30 seconds until all assigned conversations are read Helpful for teams operating under strict SLAs, ensuring timely responses to all conversations. 🔇 By default, sound alerts are disabled. We recommend enabling at least the "alert if tab is inactive" option to strike a balance between focus and responsiveness. Push and Email Notifications In addition to audio alerts, you can receive push notifications (in your browser or mobile app) and email alerts, depending on your preferences. These notifications may include: - New messages in conversations assigned to you - Direct mentions from other agents - Key updates in ongoing conversations Enabling Push Notifications in the Browser To receive push alerts in your browser, you need to grant permission: 1. Go to the Notifications section in your profile 2. Enable "Allow push notifications in browser" 3. Your browser will prompt for permission — click "Allow" ⚠️ If the permission prompt doesn’t appear, notifications might already be blocked or disabled in your browser settings. Check your site permissions and re-enable Akece notifications if necessary. With properly configured notifications, you can stay focused on what matters — without missing any important interactions. Need help? Contact us anytime: 📩 [email protected] 📱 @akece.ai

Last updated on Apr 16, 2025

Adding Inboxes

Inboxes are the communication channels connected to your Akece account. They can represent your website chat, social media platforms like Facebook and Instagram, messaging apps like WhatsApp and Telegram, or channels via email or API. You can add multiple inboxes to your account — the number available depends on your subscription plan. Where to Add a New Inbox There are three ways to start creating a new inbox: 1. From the Welcome (Onboarding) Screen If you’ve just created your account, you’ll see the option to connect an inbox right away. Simply click "Click here to create an inbox" and follow the steps. 2. From the Settings Menu In the Akece dashboard, click on Settings. Then go to the Inboxes section. 3. From the Home Screen On the main dashboard screen, below the list of existing inboxes, click on the link “+ New Inbox”. Start Adding Your Channels Once you’ve reached the Inboxes section, click the “Add Inbox” button in the top-right corner of the page. You’ll see a list of available channels you can connect, such as: - Website (live chat) - Facebook Messenger - Instagram - WhatsApp - Email - Telegram - API - Others Choose the channel you want to connect and follow the configuration process. Each channel has its own step-by-step guide — you can refer to these individually as needed. ✅ Inbox connected? Great! Now it’s time to organize your team by creating groups inside Akece. This will help you automatically route conversations to the right teams. If you have any questions during the process, we’re here to help: 📩 [email protected] | 📱 @akece.ai

Last updated on Apr 16, 2025

Adding Agents

In Akece, agents are the team members responsible for responding to customer messages. They have access to conversations, can interact with contacts, and use tools like tags, canned responses, and more — all according to the permissions you define. Adding a New Agent You can invite team members in two ways: Option 1: From the Dashboard Shortcut On the main dashboard screen, you’ll see the link "Click here to invite a team member". This is the quickest way to invite a new agent. Option 2: Through Settings In the sidebar menu, click on Settings. Go to the Agents section. You’ll be taken to the agent management page, where your name will appear as the account administrator (with full access to all settings and features in Akece). To add a new agent: 1. Click the Add Agent button in the top-right corner. 2. Fill in the fields in the pop-up window: - Name - Email - Role (Administrator or Agent) 3. Click Confirm. A success message will appear, and the new agent will immediately be listed on your team. How to Edit or Remove an Agent 1. Go back to Settings > Agents. 2. Find the agent you want to modify. 3. Click the edit icon (pencil) to change the name or role. - A window will open with the current information. - Make your changes and click Save changes. - To cancel, click Cancel. 4. To remove an agent, click the delete icon (red X) next to their name. ✅ Team created? Great! Now it's time to configure your inboxes, where your customers’ messages will arrive. If you need help at any stage, we’re here for you: 📩 [email protected] | 📱 @akece.ai

Last updated on Apr 16, 2025

Adding Teams

In Akece, teams help you organize your support staff based on areas of responsibility, such as Sales, Support, or Engineering. You can assign conversations to a specific team, allowing for more collaborative and structured service. Each agent can be part of one or more teams, and you can enable automatic conversation assignment to ensure faster response times. How to Create a New Team Step 1 – Go to Settings In the Akece dashboard, navigate to: Settings → Teams → New Team Step 2 – Fill in the Team Information You’ll see a form with the following fields: - Team Name Enter a clear and straightforward name, such as: Sales, Support, Finance, etc. - Team Description Provide a short summary of this team’s responsibilities. Example: Team responsible for product and plan-related inquiries. - Auto-assignment (optional) Check this box if you want conversations to be automatically assigned to the team as they come in. If not selected, new conversations will remain unassigned. Click Create Team to continue. Step 3 – Add Agents to the Team In the next step, select the agents who will be part of the team. 📩 Whenever a conversation is assigned to this team, all members will be notified. Check the boxes for the desired agents and click Add Agents. Only agents added to the team will be able to see and interact with it in the dashboard. Step 4 – Finish Setup Click Finish to complete the team creation. It will now appear in your list of teams and can be used to organize conversations. How to Edit or Delete a Team 1. Go to Settings → Teams. 2. Find the team you want to edit or delete. - To edit: Click the pencil icon. - To delete: Click the red X icon. While editing, you can change the team name, description, auto-assignment setting, or team members. To save changes, click Update. To cancel, click the Back button in the top left corner. ✅ With teams set up, your support becomes more focused, organized, and efficient. Got questions? We’re here to help: 📩 [email protected] | 📱 @akece.ai Next step: Configure tags to categorize conversations and contacts.

Last updated on Apr 16, 2025