---
title: Initial Settings
description: This guide explains how to update key settings after first logging into Contivio. These steps help you set up voicemail, security preferences, audio configurations, and more to ensure a smooth experience.
---

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1. [Help Guide](https://go.contivio.com/support?hsLang=en)
2. [Agent User Guide](https://go.contivio.com/support/agent-user-guide?hsLang=en)
3. [Getting Started](https://go.contivio.com/support/agent-user-guide?hsLang=en#getting-started)

# Initial Settings

## This guide explains how to update key settings after first logging into Contivio. These steps help you set up voicemail, security preferences, audio configurations, and more to ensure a smooth experience.

<iframe src="https://player.vimeo.com/video/1005932700?h=ef63c93a77&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write" style="position:absolute;top:0;left:0;width:100%;height:100%;" title="Initial Settings"></iframe>

 

### 1. Configuring Your Voicemail:

- **Access Voicemail**: In the upper-right corner of the screen, click the **voicemail icon**.
- **Record Your Voicemail**: Select **Dial Voicemail** and follow the IVR prompts to record your personal message. After the tone, record your greeting, and press the hash key when finished.

### 2. Changing Your Password:

- **Update Your Password**: We recommend changing your default password after logging in. To do this, navigate to the **Settings** sidebar, click **Security**, and create a new login password.
- **Password Impact**: This password will be used for both your Contivio mobile app and Chrome extension.

### 3. Configuring Audio Settings:

- **Set Default Audio Devices**: In the audio settings, you can select your default **microphone**, **speaker**, and **ringing device**. 
    - If you have devices connected via Bluetooth or USB, they will appear in the dropdown menu.
    - The **microphone** picks up your voice during calls, and the **speaker** plays audio.
    - You can also choose the device that will ring when you receive an incoming call.

### 4. CRM Integration & Screen Pops:

- **Enable Screen Pops**: To receive notifications (screen pops) during calls, ensure your CRM settings are configured correctly. 
    - By default, we recommend enabling screen pops for **all media**.
    - You can also decide whether screen pops should appear **during the offer period** (while the call is ringing) or **after you accept the call**.

### 5. Submitting a Support Ticket:

If you experience any issues with audio or app performance:

- **Submit a Ticket**: Go to the **Settings** menu, select **Customer Support**, and choose the issue type from the dropdown.
- **Describe the Issue**: Provide a detailed description of the issue and hit **Submit**. This allows our support team to swiftly diagnose and address the problem.

- [Agent User Guide](https://go.contivio.com/support/agent-user-guide?hsLang=en#main-content)

    - [Getting Started](https://go.contivio.com/support/agent-user-guide?hsLang=en#getting-started)
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    - [NetSuite Integration](https://go.contivio.com/support/agent-user-guide?hsLang=en#netsuite-integration)
    - [Glossary](https://go.contivio.com/support/agent-user-guide?hsLang=en#glossary)
- [Agent User Guide(OLD)](https://go.contivio.com/support/agent-user-guideold?hsLang=en#main-content)

    - [Additional Resources](https://go.contivio.com/support/agent-user-guideold?hsLang=en#additional-resources)
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    - [Contact Center Settings](https://go.contivio.com/support/admin-portal-help?hsLang=en#contact-center-settings)
    - [Configuring Live Chat](https://go.contivio.com/support/admin-portal-help?hsLang=en#configuring-live-chat)
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- [Internal Processes](https://go.contivio.com/support/internal-processes?hsLang=en)
- [Mobile App](https://go.contivio.com/support/mobile-app?hsLang=en#main-content)

    - [Version Updates and Release Notes](https://go.contivio.com/support/mobile-app?hsLang=en#version-updates-and-release-notes)
    - [Setting up the Contivio Mobile App](https://go.contivio.com/support/mobile-app?hsLang=en#setting-up-the-contivio-mobile-app)
    - [Basic Mobile App Functionality](https://go.contivio.com/support/mobile-app?hsLang=en#basic-mobile-app-functionality)
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