> ## Documentation Index > Fetch the complete documentation index at: https://wiredesk.ai/docs/llms.txt > Use this file to discover all available pages before exploring further. # Where settings live > 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 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](/docs/agents/overview) | | **Delete this agent** | Remove it, its number and its history. | [Delete an agent](/docs/agents/delete-an-agent) | ## Knowledge | Setting | What it does | Docs | | ------------------- | ---------------------------------------------------------- | --------------------------------------------- | | **Website** | Crawl your site so it answers from your own pages. | [Website](/docs/knowledge/website) | | **Notes & text** | Prices, hours, policies, FAQs — the facts it should quote. | [Notes](/docs/knowledge/notes) | | **Files** | PDF, Word, Excel, CSV or HTML. | [Files](/docs/knowledge/files) | | **Test a question** | Ask like a customer and see what it would find. | [Test a question](/docs/knowledge/test-a-question) | | **Sources** | What it has read — see the pages, remove one. | [Keep it current](/docs/knowledge/keep-it-current) | ## How it talks | Setting | What it does | Docs | | ------------------------- | --------------------------------------------------------- | ----------------------------------------------- | | **Name** | What it calls itself. | [Name and greeting](/docs/persona/name-and-greeting) | | **Greeting** | The first thing it says, word for word, on every channel. | [Name and greeting](/docs/persona/name-and-greeting) | | **Instructions** | About your business and how to behave, everywhere. | [Instructions](/docs/persona/instructions) | | **Remember callers** | Keep notes per caller across conversations. | [Remember callers](/docs/persona/remember-callers) | | **Answer from knowledge** | Switch searching your knowledge on or off. | [How answers work](/docs/concepts/how-answers-work) | ## Actions | Setting | What it does | Docs | | --------------------- | ---------------------------------------------------------------------------------------- | ----------------------------------------------- | | **Hand calls to you** | Transfer a caller live to a person. | [Hand calls to you](/docs/actions/hand-calls-to-you) | | **Request a human** | Let chat and email visitors ask for a person. | [Request a human](/docs/actions/request-a-human) | | **Business hours** | When a visitor may ask for a person. Appears inside **Request a human** once that is on. | [Business hours](/docs/actions/business-hours) | | **Capture leads** | Take a name, an email and a reason for a callback. | [Capture leads](/docs/actions/capture-leads) | | **Book meetings** | Put a meeting on your Cal.com calendar mid-conversation. | [Book meetings](/docs/actions/book-meetings) | | **Call your API** | Look something up or write it back to your own systems. | [API calls](/docs/actions/api-calls) | | **API keys** | The encrypted secrets your actions sign in with. | [API calls](/docs/actions/api-calls#api-credentials) | ## 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](/docs/channels/website-chat) | | **Phone number** | Channels | Get a number, forward your own line to it, or remove it. | [Phone](/docs/channels/phone) | | **Email address** | Channels | The address customers write to, and who replies come from. | [Email](/docs/channels/email) | | **Voice** | Channels › Phone | The voice it answers phone calls in. | [Voice](/docs/channels/voice) | | **Transfer number** | Channels › Phone | Where a live call goes when the caller wants a person. | [Hand calls to you](/docs/actions/hand-calls-to-you) | | **AI & recording notice** | Channels › Phone | Tell callers they are talking to an AI and may be recorded. | [AI notice](/docs/channels/ai-notice) | | **Wording per channel** | Channels › Chat, and each channel's own page | Different instructions for chat, phone or email. | [Channel wording](/docs/persona/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](/docs/agents/test-your-agent) | | **Suggested questions** | Content | One-tap questions a visitor sees before they type. | [Widget appearance](/docs/widget/appearance) | | **Chat opening message** | Content | The first bubble a visitor sees in chat. | [Widget appearance](/docs/widget/appearance) | | **Header & icon** | Content | The name, tagline and icon at the top of the chat. | [Widget appearance](/docs/widget/appearance) | | **Colours & fonts** | Style | Theme, accent colour, typeface, text size and corners. | [Widget appearance](/docs/widget/appearance) | | **Launcher bubble** | Launcher | The button that opens the chat: colour, label, size, position. | [Widget appearance](/docs/widget/appearance) | ## Install | Setting | What it does | Docs | | --------------------- | ----------------------------------------------------------- | ------------------------------------------------- | | **Embed snippet** | The one line that puts it on your site. | [Install the widget](/docs/widget/install) | | **Platform guides** | Where the snippet goes on WordPress, Shopify, GTM and more. | [Install the widget](/docs/widget/install#by-platform) | | **JavaScript API** | Open the chat from your own button, prefill a question. | [JavaScript API](/docs/widget/javascript-api) | | **Allowed domains** | Stop a copy of your snippet working on someone else's site. | [Allowed domains](/docs/widget/allowed-domains) | | **Verified visitors** | Sign each logged-in user so the agent knows who they are. | [Verified visitors](/docs/widget/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](/docs/account/billing) | | Spend cap | **Billing** | Owner | [Spend cap](/docs/account/spend-cap) | | Teammates and roles | **Settings → Team** | Owner | [Team and roles](/docs/account/team-and-roles) | | Notifications | **Settings → Notifications** | Owner, admins | [Notifications](/docs/workspace/notifications) | | Your name, email and password | **Settings → Account** | Each person, for themselves | [Settings](/docs/account/settings) | | Light or dark mode | Menu under your name → **Appearance** | Each person, per browser | [Settings](/docs/account/settings#appearance) | ## Related * [Agent overview](/docs/agents/overview) * [Settings](/docs/account/settings) * [Glossary](/docs/reference/glossary)