Settings Navigation
Settings are organized by topic. Below is the full landscape — most pages are scoped to the current bot, but Workspace, Users, and Plans & Billing are shared across the workspace.Agent
Agent Properties
Name, behavior, and core configuration
Schedule
Working hours and after-hours behavior
Sentiment & Escalation
Sentiment analysis, escalation rules, and human takeover
Integrations
Connect to third-party tools and services
Webhooks
Send real-time event notifications to external systems
CRM & Analytics
CRM Basics
Auto-capture, contact scope, and custom fields
Pixel Tracking
Configure visitor analytics and blocked paths
Chat Widget
Interface
Customize chat widget appearance
Share
Get embed code and sharing options
Privacy
Privacy and data handling settings
Voice, Text & Email
Voice
Phone numbers, greetings, and voices
Texting
SMS/MMS channel configuration
A2P Registration
Register your business for SMS sending in the US
Email Setup
Connect Resend for inbound and outbound email
Workspace
Workspace
Workspace name and configuration
Users
Team member management
Plans & Billing
Subscription, pricing, and the feature matrix
Notifications
Alert preferences
Mobile App
Push notifications and the mobile experience
Plan availability
Some settings only appear once your workspace is on the right plan. Each gated page has a callout at the top showing its minimum plan. The full feature matrix is on Plans & Billing.Quick Settings
Access frequently used settings quickly:- Agent Name: Click to edit from the dashboard
- Status: Enable/disable agent from the top bar
- Quick Actions: Common tasks available in the sidebar
Settings Changes
Most settings changes take effect immediately. Some may require:- Refreshing your chat widget
- Re-deploying the embed code
- Clearing browser cache
- Waiting for cache expiration (under 5 minutes)
Changes to agent knowledge and behavior are instant. Interface changes may take a few minutes to propagate.