The ones people look for in the wrong place
Most settings are where their page's name says. These are the exceptions — each has one home, and the page you might have tried first links to it at the bottom.
Delete this agent
Under Overview, not How it talks. Remove it, its number and its history.
Notes & text
Under Knowledge, not How it talks. Prices, hours, policies, FAQs — the facts it should quote.
Answer from knowledge
Under How it talks, not Knowledge. Switch searching your knowledge on or off.
Business hours
Under Actions, not How it talks. When a visitor may ask for a person.
Capture leads
Under Actions, not Channels. Take a name, an email and a reason for a callback.
Voice
Under Channels › Phone, not How it talks or Playground. The voice it answers phone calls in.
Transfer number
Under Channels › Phone, not How it talks or Actions. Where a live call goes when the caller wants a person.
AI & recording notice
Under Channels › Phone, not How it talks. Tell callers they are talking to an AI and may be recorded.
Wording per channel
Under Channels › Chat, not How it talks. Different instructions for chat, phone or email.
Suggested questions
Under Playground, not How it talks or Channels. One-tap questions a visitor sees before they type.
Chat opening message
Under Playground, not How it talks. The first bubble a visitor sees in chat.
Colours & fonts
Under Playground, not Channels or Install. Theme, accent colour, typeface, text size and corners.
Launcher bubble
Under Playground, not Channels. The button that opens the chat: colour, label, size, position.
Allowed domains
Under Install, not Channels. Stop a copy of your snippet working on someone else's site.
Overview
What is live, what is left to do.
Setup checklist
What is left before customers can reach it.
Delete this agent
Remove it, its number and its history.
Knowledge
The pages, files and notes it answers from.
Website
Crawl your site so it answers from your own pages.
Notes & text
Prices, hours, policies, FAQs — the facts it should quote.
Files
PDF, Word, Excel, CSV or HTML.
Test a question
Ask like a customer and see what it would find.
Sources
What it has read — see the pages, remove one.
How it talks
Its name, greeting and the instructions it follows everywhere.
Name
What it calls itself.
Greeting
The first thing it says, word for word, on every channel.
Instructions
About your business and how to behave, everywhere.
Remember callers
Keep notes per caller across conversations.
Answer from knowledge
Switch searching your knowledge on or off.
Actions
Take a lead, book a meeting, call your systems.
Hand calls to you
Transfer a caller live to a person.
Request a human
Let chat and email visitors ask for a person.
Business hours
When a visitor may ask for a person.
Capture leads
Take a name, an email and a reason for a callback.
Book meetings
Put a meeting on your Cal.com calendar mid-conversation.
Call your API
Look something up or write it back to your own systems.
API keys
The encrypted secrets your actions sign in with.
Channels
Chat, phone and email — switch them on, the number, the voice.
Website chat
Switch the chat bubble on or off and copy its snippet.
Phone number
Get a number, forward your own line to it, or remove it.
Email address
The address customers write to.
Voice
The voice it answers phone calls in. On the Phone page inside Channels.
Transfer number
Where a live call goes when the caller wants a person. On the Phone page inside Channels.
AI & recording notice
Tell callers they are talking to an AI and may be recorded. On the Phone page inside Channels.
Wording per channel
Different instructions for chat, phone or email. On the Chat page inside Channels.
Playground
Try it live, and change how the chat bubble looks.
Try it
Chat with — or call — the real agent beside your changes.
Suggested questions
One-tap questions a visitor sees before they type.
Chat opening message
The first bubble a visitor sees in chat.
Header & icon
The name, tagline and icon at the top of the chat.
Colours & fonts
Theme, accent colour, typeface, text size and corners.
Launcher bubble
The button that opens the chat: colour, label, size, position.
Install
The snippet, the platform guides, the domain rules.
Embed snippet
The one line that puts it on your site.
Platform guides
Where the snippet goes on WordPress, Shopify, GTM and more.
JavaScript API
Open the chat from your own button, prefill a question.
Allowed domains
Stop a copy of your snippet working on someone else's site.
Verified visitors
Sign each logged-in user so the agent knows who they are.