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Bot settings

The "Settings" section gathers everything that relates to the bot as a whole rather than to a separate scenario block: the name, language and time zone, the recipients of notifications about requests, connected external services, team member access and the personal data processing policy.

The section opens with the "Settings" item in the bot's menu. There are six tabs at the top.

Tab What it has Page
"General" The name, language, time zone, turning the bot on and off Main settings
"Notifications" Email addresses and chats where the bot sends requests and payment messages Notifications
"Integrations" External services: CRM, spreadsheets, email, SMS, payment systems Integrations
"Access" Team members who have access to this bot Team member access
"Policy" Consent to the personal data processing policy before going to the bot Policy
"Advanced" The "conversation only" mode, the request title, referral messages and other switches Advanced settings

The bot's avatar and its description in the messenger are changed not in this section but in the "Avatar and description" window. It is covered on the Main settings page.

What you need

  • A permission for the section. The "Settings" item is visible to the bot's owner and to team members whose role has the "Bot settings" permission. Only the owner sees the "Access" tab. Which permissions open what is on the Team member access page.
  • A Pro subscription — for two tabs. "General", "Access", "Policy" and "Advanced" work without a subscription. "Notifications" and "Integrations" work only with Pro. See the What is available without Pro page for details.

How changes are saved

On the "General", "Policy" and "Advanced" tabs, changes are applied after the "Save" button at the bottom of the page. On the "Policy" tab the switches are saved right away, and the text — with the button.

The "Notifications", "Integrations" and "Access" tabs have no "Save" button: a recipient, an integration or a team member is added and removed right away.

Deleting the bot

There is no delete button in the settings. A bot is deleted from the project's list of bots — this is covered in the Managing bots section.

Main settings The bot's name, language and time zone, turning it on and off, and the bot's avatar and description in the messenger. Notifications How to add email addresses and messenger chats where the bot sends requests and payment messages, and which events the recipients get. Integrations Which external services are connected to the bot on the "Integrations" tab — CRM, Google Sheets, email, SMS and payment systems — and what each one needs to be connected. Team member access How to give a team member access to one bot, which permissions make up a role and what each one opens, how to change or take away access and how to leave someone else's bot. Policy How to show a person the personal data processing policy before they go to the bot and ask for their consent to it. Advanced settings What the switches on the "Advanced" tab do — the "conversation only" mode, your own request title, the sender address of emails, messages about new referrals and confirmation of deleting a connection.