Setting up Ortto
Overview
Ortto's Settings page lets users personalize Ortto's global features to fit their needs. Customize time zones and localization, adjust branding, manage customer data fields, and more—all from one convenient place.
Accessing settings
To access the settings page, Login to Ortto > Settings.
Managing settings
The settings page allows users to configure:
General settings
The General settings page helps you set up Ortto with your business details, location preferences, and organizational support settings—all in one place.
Learn more about general settings.
Brand book
Ortto’s Brand book feature lets you customize colors, logos, fonts, buttons, and footer styles to match your brand’s look and feel.
Learn more about the brand book.
Channels
The Channels page allows users to efficiently manage multiple communication channels within Ortto.
Learn more about channels.
Custom domains
A Custom domain is a unique web address that reflects your brand or identity, like www.yourbusiness.com, used for sending emails to your contacts.
Learn more about custom domains.
Talk messenger
The messenger widget is Ortto’s Talk feature, enabling live conversations with your customers directly on your website. Enabling this widget lets visitors contact your organization for customer support or to ask questions of your sales team.
Learn more about the talk messenger.
Inbox
The Inbox page is where you manage Talk inbox settings, including email addresses, saved replies, teams and members, and assignment rules—all from one central hub.
Learn more about the inbox.
Knowledge base
Ortto’s Knowledge base feature helps you create easily accessible help content where customers can find answers and important information about your products and organization.
Learn more about the knowledge base.
Customer data
Customer data serves as a central hub for various settings, such as scores, custom fields setup, duplicate record management, and enabling a sunset policy.
Learn more about customer data.
User management
The User management page provides essential tools for efficiently managing users. You can add, edit, or remove users, assign standard or custom roles for precise access control, customize roles to fit your organization's needs, and review detailed activity logs tracking user actions and data changes.
Learn more about user management.
Attribution
Attribution reveals which campaigns are best at driving conversions and revenue, answering the question, How effective is our marketing?
Learn more about attribution.
Privacy, security & GDPR
The Privacy, security and GDPR page allows you to configure Ortto’s global security, privacy, and General Data Protection Regulation (GDPR) settings.
Learn more about privacy, security & GDPR.