> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clarky.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Settings Overview

> Configure your AI agent, channels, CRM, and workspace

## 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

<CardGroup cols={2}>
  <Card title="Agent Properties" icon="robot" href="/features/settings/agent">
    Name, behavior, and core configuration
  </Card>

  <Card title="Schedule" icon="clock" href="/features/settings/schedule">
    Working hours and after-hours behavior
  </Card>

  <Card title="Sentiment & Escalation" icon="chart-pulse" href="/features/settings/analysis">
    Sentiment analysis, escalation rules, and human takeover
  </Card>

  <Card title="Integrations" icon="puzzle" href="/features/settings/integrations">
    Connect to third-party tools and services
  </Card>

  <Card title="Webhooks" icon="webhook" href="/features/settings/webhooks">
    Send real-time event notifications to external systems
  </Card>
</CardGroup>

### CRM & Analytics

<CardGroup cols={2}>
  <Card title="CRM Basics" icon="address-book" href="/features/settings/crm-basics">
    Auto-capture, contact scope, and custom fields
  </Card>

  <Card title="Pixel Tracking" icon="chart-line" href="/features/settings/pixel-tracking">
    Configure visitor analytics and blocked paths
  </Card>
</CardGroup>

### Chat Widget

<CardGroup cols={2}>
  <Card title="Interface" icon="palette" href="/features/settings/interface">
    Customize chat widget appearance
  </Card>

  <Card title="Share" icon="share" href="/features/settings/share">
    Get embed code and sharing options
  </Card>

  <Card title="Privacy" icon="shield" href="/features/settings/privacy">
    Privacy and data handling settings
  </Card>
</CardGroup>

### Voice, Text & Email

<CardGroup cols={2}>
  <Card title="Voice" icon="microphone" href="/features/settings/voice">
    Phone numbers, greetings, and voices
  </Card>

  <Card title="Texting" icon="comment-sms" href="/features/settings/texting">
    SMS/MMS channel configuration
  </Card>

  <Card title="A2P Registration" icon="id-badge" href="/features/settings/a2p">
    Register your business for SMS sending in the US
  </Card>

  <Card title="Email Setup" icon="envelope" href="/features/settings/email-setup">
    Connect Resend for inbound and outbound email
  </Card>
</CardGroup>

### Workspace

<CardGroup cols={2}>
  <Card title="Workspace" icon="building" href="/features/settings/workspace">
    Workspace name and configuration
  </Card>

  <Card title="Users" icon="users" href="/features/settings/users">
    Team member management
  </Card>

  <Card title="Plans & Billing" icon="credit-card" href="/features/settings/plans">
    Subscription, pricing, and the feature matrix
  </Card>

  <Card title="Notifications" icon="bell" href="/features/settings/notifications">
    Alert preferences
  </Card>

  <Card title="Mobile App" icon="mobile" href="/features/settings/mobile-app">
    Push notifications and the mobile experience
  </Card>
</CardGroup>

## 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](/features/settings/plans).

## 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)

<Note>
  Changes to agent knowledge and behavior are instant. Interface changes may take a few minutes to propagate.
</Note>