Every agent setting, the section it lives in, and the page that explains it, grouped the way the agent’s menu is.
Each agent has eight sections, listed in the row under its name on every agent page: Overview, Instructions, Knowledge, Actions, Handoff, Channels, Tests and Settings. Every setting below is under Agents → your agent, in the section named.
On any page of an agent, press ⌘K (Ctrl+K on Windows) and type what you are looking for, for example “voice” or “transfer”. The search covers every agent setting on this page and takes you straight to it. The Find a setting button on the Overview opens the same search.
The accounts and keys actions use. Each agent has its own connections. Connecting one lets you reuse an account another agent already connected, or connect a new one.
Setting
What it does
Docs
Connect a helpdesk
Zendesk, Freshdesk, HubSpot, Intercom, Help Scout, Gorgias or Odoo.
Channels has a page for each channel, Website chat, Phone, Email and WhatsApp, with tabs across the top. Each page holds all of that channel’s settings. The Location column shows which page.
Setting
Location
What it does
Docs
Website chat
Channels › Website chat
Switch the chat widget on or off, and see whether it is on your site.
Website chat has two tabs: Widget and Install. Widget holds the chat widget’s settings, in Content, Style and Launcher tabs, with a live preview beside them.
Setting
Tab
What it does
Docs
Header & icon
Content
The name, tagline and icon at the top of the chat.
Every saved change — instructions, channel wording, name, phone greeting, voice, tools, transfer number, AI notice, message limit, business hours and the chat widget — and one click to put one back.
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