Saved replies & translation, at the top of the page, opens a page of its own: the workspace’s saved replies and the language your team works in. See Help while you reply.
Settings for a single agent are not here. They live on the agent. See where settings live.
API keys, webhooks and the API’s request logs are not here either. Owners and admins find them under Developers in the sidebar. See REST API, Webhooks and Request logs.
Account
Profile
Name and Email, saved with Save changes. Your email address is also the address you sign in with. Changing it does not take effect straight away. Wiredesk sends a confirmation to your current address, and the new one only takes effect once you open that link. Until then you keep signing in with the old one. This way, someone who got hold of a signed-in session cannot move the account to an address they control.Password
Enter your Current password and a New password of at least 8 characters, then select Change password. Changing it signs you out on every other device. If you signed up with Google or GitHub and never set a password, this card says so instead of showing a form. There is no password to change.Two-factor sign-in
Ask for a code from an authenticator app after your password, with ten backup codes for when you lose your phone. See two-factor sign-in.Danger zone
Only the owner sees this card. Close my account deletes everything:- releases your phone numbers, which cannot be reclaimed afterwards
- cancels your subscription
- deletes your agents, conversations, contacts, leads and knowledge, and the notes your agents saved about callers
Notifications
Which events Wiredesk tells you about, and whether each one arrives by Email, Text, or Email and text. Each row has a switch and saves as soon as you change it. Notifications apply to the whole workspace. See notifications for the full list.Team
Invite people, change their roles and remove them. Only the owner sees this tab. See team and roles.Security
Workspace-wide controls for the owner and admins:- Hide personal data takes card numbers, IBANs and national ID numbers out of every stored transcript. See hide personal data.
- Keep conversations for deletes conversations a set number of days after they end. Only the owner can change it. See retention.
- Single sign-on (SAML) lets your team sign in through your identity provider, and can require it for your domain. See single sign-on.
Activity
The Activity log lists the last 50 changes anyone made to the workspace, newest first, with who made each one and when. It records changes, not views. It covers:- agents: created, changed, deleted, restored, and an earlier version put back
- channels and each channel’s instructions
- phone numbers attached and released
- actions added, changed and removed
- knowledge added, removed, and pages excluded
- the chat widget’s style, allowed domains and visitor verification
- install instructions sent to a developer
- the spend cap and the plan
- invitations, role changes and removals
- hiding personal data, the retention period, and each run that deleted conversations past it. Those runs show Wiredesk as who made them.
- single sign-on providers added, verified, required and removed
- API keys made and revoked, and webhook endpoints added, changed, removed and rotated
- contacts added, renamed and deleted