Setting Up Job Titles in Conversational Intelligence

Your users choose their title during sign-up to provide extra search filters and richer reporting. By default, your team will already have a sample set of positions configured. You can edit this as follows:

1. Click Settings > Organization > Manage > Job Titles. Click Add Job, or click Edit to configure an existing one

2. Provide a name and toggle enabled to on for it to be available

Example of Job Titles that may exist in your organization-

• Account Executive / Sales Rep

• Business / Sales Development Representative

• Sales Manager

• Sales Director

• Sales Engineer

• CSM / Account Management

• Implementation Consultant

• Support

3. Click Save

Note: changing the job title will not affect Platform permissions.