Account picker for users sharing an email
The same email can now belong to more than one Vixiees account within a company — at login, you choose which one to enter.
Configuración
16 articles
16 articles
The same email can now belong to more than one Vixiees account within a company — at login, you choose which one to enter.
Understand the difference between activating a user (platform access) and activating a salesperson (operational role with license) in Vixiees.
Create several named API Secrets, one per integration, and delete them when you no longer need them. Each secret is shown only once, when you create it.
You can now choose whether manually created contacts always get assigned to whoever created them, or follow the Sales Brain's assignment strategy instead.
Rules that show, hide, or require contact fields — and now also restrict which options appear — apply in real time on the contact record and while completing tasks.
When a contact enters a playbook with the 'First available' strategy, the previous salesperson is unassigned for fair distribution.
If WhatsApp templates fail after a playbook change, it’s usually because each number lives in a different Meta WABA; here are two ways to unify them.
Starting October 17, 2026, commercial calls in Spain must be placed from the 400 number range, now available in Vixiees. Contact Customer Success to request yours.
We redesigned Vixiees' navigation — the top bar is gone, and everything moves into the new left sidebar.
Restrict salespeople's ability to hang up calls in specific Sales Brains (Playbooks), ensuring they complete conversations.
How Vixiees selects the initial playbook for new contacts: by phone number, web form, or default playbook.
Manage which salespersons receive tasks in each playbook: add users, configure daily limits, and understand what happens to tasks when removing users.
Teams are no longer just a back-office grouping — they can now have leaders, and each leader sees only their own team's contacts, dashboard and conversations.
Assign task templates to specific backoffice or middleoffice teams so tasks are distributed only among the selected team's members.
User deactivation system that preserves history: deactivating a license frees costs, deactivating a user suspends access.
Configure vacation mode for absent users: contact reassignment options and transferable task management.