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Settings Navigation ​

The Settings section provides access to all configuration options for your account. Settings are organized into logical categories accessible from the main navigation menu.

Accessing Settings ​

Navigate to System → Settings in the main sidebar to access all settings pages.

Settings Categories ​

Branding ​

Location: System → Settings → Branding
Path: /settings/branding

The Branding settings page contains three sub-tabs for comprehensive brand configuration:

Branding Tab ​

Configure your company's visual identity:

  • Company logo
  • Brand colors (primary color)
  • Company name
  • Company phone number
  • Company website

Configure short domain replacement and trackable shortlinks:

  • Add custom short domains
  • Configure DNS settings
  • Generate SSL certificates
  • Set up long domain mappings
  • Enable/disable shortlink tracking
  • Configure UTM parameters

See Shortlinks Guide for detailed information.

Chat Widget Tab ​

Customize your live chat widget:

  • Widget appearance (theme, position)
  • Primary color
  • Greeting messages
  • Avatar URL
  • Show/hide branding
  • Widget token generation
  • Embed code snippet
  • Allowed domains for widget

Note: The Chat Widget settings are now located within the Branding section as a sub-tab, not as a separate settings page.

Email ​

Location: System → Settings → Email
Path: /settings/email

Configure email settings:

  • Email domains
  • SMTP configuration
  • Email templates
  • Email workflows

Calendar ​

Location: System → Settings → Calendar
Path: /settings/calendar

Set up calendar integrations:

  • Calendly integration
  • Appointment booking
  • Calendar sync settings

BYOK (Bring Your Own Key) ​

Location: System → Settings → BYOK
Path: /settings/byok
Availability: Only visible if BYOK is enabled for your account

Configure your own API keys:

  • OpenAI API keys
  • Key management and rotation

Note: BYOK is an optional add-on feature. If you don't see this option, contact support to enable BYOK for your account.

PII & Privacy ​

Location: System → Settings → PII & Privacy
Path: /settings/pii

Configure privacy and data protection:

  • PII handling settings
  • Data retention policies
  • Privacy controls
  • Compliance settings

Profile ​

Location: System → Settings → Profile
Path: /profile

Manage your user profile and security settings:

  • Profile Information: Update name and email address
  • Password Management: Change password with strength requirements (12+ characters, complexity)
  • Multi-Factor Authentication (MFA): Enable/disable MFA with TOTP (authenticator app) or SMS
  • Backup Codes: View and regenerate MFA backup codes
  • Security Recommendations: Admin users see recommendations to enable MFA

Security Features:

  • Password strength meter helps ensure secure passwords
  • MFA enrollment with QR code for authenticator apps
  • SMS MFA with phone number verification
  • One-time backup codes for account recovery

See Profile Management and MFA Guide for detailed information.

Preferences ​

Location: System → Settings → Preferences
Path: /settings/preferences

Set your account preferences:

  • Keyboard shortcuts
  • Display preferences
  • Notification preferences (includes all notification settings)
  • User interface settings

Note: Notification settings have been consolidated into Preferences. The /settings/notifications path redirects to /settings/preferences.

Additional Settings ​

AI Configuration (Assistants) ​

Location: AI Assistant → Assistants
Path: /assistants

Configure your AI assistants' behavior:

  • Create and manage multiple assistants
  • System prompts and personality
  • LLM provider and model selection
  • Voice selection
  • Temperature settings
  • Channel-specific defaults
  • Assistant routing

Note: The old /settings/ai path redirects to /assistants. AI configuration is now managed through the Assistants system.

See Assistants Overview and Assistant Configuration for detailed information.

Messaging Directives ​

Location: AI Assistant → Messaging Directives
Path: /messaging

Configure AI behavior across all channels:

  • Central directives (apply to all channels)
  • Channel-specific directives (Chat, Email, SMS)

See Messaging Directives Guide for detailed information.

Qualification Settings ​

Location: Qualification Settings (in sidebar)
Path: /qualification-settings

Configure lead qualification criteria:

  • Create qualification rules
  • Set required keywords
  • Configure disqualification keywords
  • Set minimum message counts
  • Require contact fields (email, phone, company)
  • Configure AI-based qualification
  • Set qualification score thresholds
  • Manage notification preferences for qualified/unqualified leads

This feature controls when leads are marked as qualified and can trigger notifications and CRM syncs.

Usage & Billing ​

Location: System → Settings → Usage & Billing
Path: /billing

View and manage:

  • Usage statistics
  • Billing information
  • Subscription details
  • Payment methods

SMS Workflows ​

Location: System → Settings → SMS Workflows
Path: /sms-workflows

Create and manage SMS automation workflows.

Email Workflows ​

Location: System → Settings → Email Workflows
Path: /email-workflows

Create and manage email automation workflows.

  • Direct Access: All settings pages can be accessed directly via their URL paths
  • Breadcrumbs: Use browser back button or navigation menu to return to previous pages
  • Search: Use the search functionality in the navigation to quickly find settings
  • Help Tooltips: Look for (?) icons throughout settings pages for contextual help

Settings Organization ​

Settings are organized by function rather than by technical category:

  • Branding & Appearance: Visual identity, shortlinks, and widget customization (all in Branding section)
  • AI & Automation: Assistants, messaging directives, routing rules, handoff settings, and workflows
  • Channels: Email, SMS, Chat, and Calendar settings
  • Security & Privacy: Profile security (MFA, passwords), BYOK, PII handling, and privacy controls
  • Account Management: Profile information, preferences (including notifications), billing, and user management
  • Lead Management: Qualification settings for defining and managing lead qualification criteria

This organization makes it easier to find the settings you need based on what you want to accomplish.

Note: The old AI Configuration page (/settings/ai) has been replaced with the Assistants system (/assistants). See Assistants Overview for the new approach to AI configuration.

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