Account, team & billing

Change your staff display name and avatar

Choose how you appear to colleagues and visitors when you take over a conversation.

CCorthex product guidesUpdated October 15, 20262 min read

Where to find itSettings → General → Staff chat profile

Before you begin

Open workspace Settings or your personal profile, depending on the setting. Organisation membership and billing access depend on your role.

Example workspace · Demo data. Personal profile controls differ from agent branding and organisation billing. Select the image to enlarge it.

1
Open your staff profile
Check the current workspace/account and find the Staff chat profile section.
2
Set a recognisable display name
Use the name your customers and teammates should recognise. This is separate from the agent’s public Display Name.
3
Upload an avatar
Use the supported image uploader and follow its file type and size feedback. Choose a clear image that remains recognisable at small sizes.
4
Save and verify
Wait for success, then check a new staff reply in a test conversation. Existing messages can retain the profile context recorded when they were sent.

Staff branding and bot branding are separate. Changing your avatar does not change the messenger’s bot icon or launcher design.

Confirm the saved change in the correct workspace. For payments or plan changes, review the actual confirmation and invoice in the billing portal.

The visitor still sees the bot name

Confirm you are looking at a staff reply after takeover rather than an AI reply or the widget header.

Was this article helpful?

Rate this guide on this device. Ratings are not sent to Corthex.