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Settings
Learn how to fine tune and customize Ortto’s global functionality
Setting up Ortto
General settings
Brand book
Attribution
Channels
Email
Email settings
Email templates
Email preference center
Custom domains
Custom domains
Custom domain troubleshooting
SMS custom domains
SMS
SMS setup
SMS numbers
Sender IDs
Consent, opt-out and default responses
SMS limits and fallback
Regulatory bundles
SMS preference center
Push notifications
Push notifications
Web notifications
Push non-delivery and complaints
In-app notifications
In-app notifications
Talk messenger
Talk messenger
Set up email auto-forwarding
Disable email auto-forwarding
Inbox
Inbox
Teams and members
Office hours and response times
Inbox email addresses
Inbox advanced settings
AI model
Saved replies
Inbox assignment rules
Knowledge base
Knowledge base settings
Customer data
Customer data setup
Engagement score
Scores
Fields
Unique identifiers
Duplicate records
Email suppression list
Sunset policy
Report suppression filter
Supported field data types
Engagement score calculations
How are scores calculated?
Privacy, security and GDPR
Privacy, security and GDPR
Okta single-sign-on for Ortto
Microsoft single-sign-on
User Management
User management
Adding and managing users
Roles
