Where settings live

Each agent has seven sections, listed in the menu on every agent page: Overview, Knowledge, How it talks, Actions, Channels, Playground and Install. 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.

Overview

Setting	What it does	Docs
Setup checklist	What is left before customers can reach it.	Agent overview
Delete this agent	Remove it, its number and its history.	Delete an agent

Knowledge

Setting	What it does	Docs
Website	Crawl your site so it answers from your own pages.	Website
Notes & text	Prices, hours, policies, FAQs — the facts it should quote.	Notes
Files	PDF, Word, Excel, CSV or HTML.	Files
Test a question	Ask like a customer and see what it would find.	Test a question
Sources	What it has read — see the pages, remove one.	Keep it current

How it talks

Setting	What it does	Docs
Name	What it calls itself.	Name and greeting
Greeting	The first thing it says, word for word, on every channel.	Name and greeting
Instructions	About your business and how to behave, everywhere.	Instructions
Remember callers	Keep notes per caller across conversations.	Remember callers
Answer from knowledge	Switch searching your knowledge on or off.	How answers work

Actions

Setting	What it does	Docs
Hand calls to you	Transfer a caller live to a person.	Hand calls to you
Request a human	Let chat and email visitors ask for a person.	Request a human
Business hours	When a visitor may ask for a person. Appears inside Request a human once that is on.	Business hours
Capture leads	Take a name, an email and a reason for a callback.	Capture leads
Book meetings	Put a meeting on your Cal.com calendar mid-conversation.	Book meetings
Call your API	Look something up or write it back to your own systems.	API calls
API keys	The encrypted secrets your actions sign in with.	API calls

Channels

Some channel settings are on a channel’s own page, opened from Channels. The Location column shows which.

Setting	Location	What it does	Docs
Website chat	Channels	Switch the chat bubble on or off and copy its snippet.	Website chat
Phone number	Channels	Get a number, forward your own line to it, or remove it.	Phone
Email address	Channels	The address customers write to, and who replies come from.	Email
Voice	Channels › Phone	The voice it answers phone calls in.	Voice
Transfer number	Channels › Phone	Where a live call goes when the caller wants a person.	Hand calls to you
AI & recording notice	Channels › Phone	Tell callers they are talking to an AI and may be recorded.	AI notice
Wording per channel	Channels › Chat, and each channel’s own page	Different instructions for chat, phone or email.	Channel wording

The voice, transfer number and AI notice are on Channels › Phone, not How it talks.

Playground

The Playground has four tabs: Agent, Content, Style and Launcher.

Setting	Tab	What it does	Docs
Try it	—	Chat with — or call — the real agent beside your changes.	Test your agent
Suggested questions	Content	One-tap questions a visitor sees before they type.	Widget appearance
Chat opening message	Content	The first bubble a visitor sees in chat.	Widget appearance
Header & icon	Content	The name, tagline and icon at the top of the chat.	Widget appearance
Colours & fonts	Style	Theme, accent colour, typeface, text size and corners.	Widget appearance
Launcher bubble	Launcher	The button that opens the chat: colour, label, size, position.	Widget appearance

Install

Setting	What it does	Docs
Embed snippet	The one line that puts it on your site.	Install the widget
Platform guides	Where the snippet goes on WordPress, Shopify, GTM and more.	Install the widget
JavaScript API	Open the chat from your own button, prefill a question.	JavaScript API
Allowed domains	Stop a copy of your snippet working on someone else’s site.	Allowed domains
Verified visitors	Sign each logged-in user so the agent knows who they are.	Verified visitors

Settings that are not on an agent

These apply to the whole workspace or to your own account.

Setting	Where	Who can change it	Docs
Plan and payment	Billing	Owner	Billing
Spend cap	Billing	Owner	Spend cap
Teammates and roles	Settings → Team	Owner	Team and roles
Notifications	Settings → Notifications	Owner, admins	Notifications
Your name, email and password	Settings → Account	Each person, for themselves	Settings
Light or dark mode	Menu under your name → Appearance	Each person, per browser	Settings

Get started

Concepts

Agents

Knowledge

How it talks

Actions

Channels

Chat widget

Your workspace

Account and billing

Reference

Troubleshooting

Where settings live

Overview

Knowledge

How it talks

Actions

Channels

Playground

Install

Settings that are not on an agent

​Overview

​Knowledge

​How it talks

​Actions

​Channels

​Playground

​Install

​Settings that are not on an agent

​Related

Overview

Knowledge

How it talks

Actions

Channels

Playground

Install

Settings that are not on an agent

Related