Find your way around the Console
The Console has three parts: the top bar, the left menu, and the screen you are working on in the middle. Teggy and Learn open as panels on the right, and both can be open at once. Everything you see belongs to the Touch Identity selected in the top bar: switch it, and the whole Console switches with it.
The top bar
Tegsoft Touch logo | Back to the Dashboard. |
Touch Identity switcher | Shows the active Touch Identity. Click it to search, switch, create one with Add New, or open the full list from the Identities heading. |
Edit pencil | Owners and managers: opens the Touch Identity Profile of the active Touch Identity. |
Teggy | Your AI guide. Ask anything about Tegsoft Touch, typed or spoken. |
Learn | The guides for the screen you are on, next to it. You can also open them in a new tab. |
Bell | Notifications, mostly invitations to join a Touch Identity, with Accept, Snooze and Reject. |
Your name | Account, Language, Support, Take the tour and Log out. |
When we release a new version, a bar says "A new version of Tegsoft Touch is ready." Click Reload to use it straight away.
The left menu
Recommended | Your setup progress (for example ☑ 5/8). Owners and managers only. |
Dashboard | The overview of the active Touch Identity. |
Rules & Definitions | Touch Identity Profile, Engagement Rules, Phone Numbers, Emails, Websites, Knowledge Base, AI Agents, plus Skills and flows, Human Agents, Tools and Integrations (coming soon). |
Inbound Channels | Where customers reach you: WhatsApp today; Voice, Live Chat, SMS, Facebook, Instagram, Email, Tickets, Video and Touch Mobile App coming soon. |
Outbound Channels | Where you contact customers: Voice Campaigns and Email Campaigns; WhatsApp Campaigns and SMS Campaign coming soon. |
Monitoring | Live views of calls, chats, conferences and activities. |
Reports | Call, agent, campaign, message and ticket reports, and Voice Recordings. |
Data Management | Contacts, Companies, Contact Groups and Tickets. |
Settings | Recommended actions, Platforms, Users and other administration screens. |
Plans & Billing | Subscription Add-ons, License Assignments, Payment Options and Invoices. |
The ☰ button collapses the menu to icons; click a group icon to see its apps in a pop-out. Click a group heading to open or close it, and the Console remembers which groups you left open. Items marked Soon are on their way and cannot be opened yet.
Search and Favorites
- Search… at the top of the menu finds any app as you type.
- To pin an app, click its ⋮ button and choose Add to favorites. Favorites sit at the top of the menu and follow your account to any browser.
- To remove one, use ⋮ → Remove from favorites, or click the pencil, then × on the item, then ✓.
Saving your work
Most screens, such as Touch Identity Profile and Engagement Rules, have a Save button and ask you to confirm if you try to leave with unsaved changes. The AI agent editor saves by itself a moment after you stop typing, and shows Saved 14:32 with the time of the last save.
The tour and the language
- A short tour starts at your first sign-in. Run it again any time from your name → Take the tour.
- To change the language, choose your name → Language, search, and click a language. The choice is saved to your account and applies on every device.
On this page
- Find your way around the Console