Settings

The Settings tab lets you customize how your AI persona behaves. You can configure its default language, behavior across channels, alerts, user permissions, rate limits, custom fields, and more.

Basic Settings

• Messaging Chat Mode – Choose the default communication style in messaging channels (non-web): Text or Voice Notes.
• Timezone – Set your persona’s timezone so it can better assist with scheduling and time-based interactions.
• Web Voice Functionality – Enable or disable voice responses for web-based interfaces.
• Default Chat Language – Set the default language for your persona.

  Note: This also updates the language of buttons, tooltips, and other UI text in webchat and widget interfaces.

Alerts

Alerts let you monitor specific types of messages and get notified by email when they occur. You can:

• Enable the built-in “Missing Context” alert to detect when your persona is asked something it hasn’t been trained to answer. This helps you identify and fill knowledge gaps quickly.
• Create custom alerts to track specific message types and send notifications to one or more email addresses.

Custom Alert Setup

When creating a custom alert, provide:

• A name
• A description – This helps the AI determine whether a message matches the alert criteria. Be clear and specific.

Examples

Spam or Gibberish
Flags messages made up of random characters or nonsensical content.

• Example description:
  Triggers on messages mostly composed of symbols, random strings, or gibberish. Should not flag real words, names, URLs, slang, greetings, or structured text. Repetition alone doesn’t qualify.

Technical Issues
Flags messages reporting bugs or malfunctions.

• Example description:
  Detects phrases like “It’s not working” or “Something’s broken” indicating a technical issue.

Human Support
Flags when users want to speak with a real person.

• Example description:
  Triggers on phrases such as “Can I speak to a real person?”, “I want to speak to a human”, or “Can you ask someone from the team to call me?”

Logging

Enable real-time logging of all persona conversations to a Slack channel for easy monitoring.

Users

Manage who has access to your persona and their permissions:

• Owners – Full access to all features and settings.
• Admins – All features except user management.
• Members – Limited access; cannot view the Users or Subscription pages.

Rate Limits

Set usage limits to prevent spam or abuse:

• Example 1: Limit users to 5 messages every 10 seconds to deter rapid spamming.
• Example 2: Cap usage at 100 messages per 24 hours. After that, block the user for 48 hours to prevent overuse.

Custom Input Fields

Use custom input fields (or just “custom fields”) to gather information from users through the webchat or widget form at the start of a chat.

When setting up your persona, you’ll see a sample custom field asking users to agree to the Terms & Conditions  and Privacy Policy . You can edit or remove this and add new custom fields as needed.

Default Input Fields

By default, the form on webchat & the widget will always ask for the user’s name and email address. These default input fields are shared with your AI persona as context. This means they can be used to pre-fill information later. For example, if you’ve already collected the user’s email via the webchat form, and later have an agenda that asks for it, the persona will skip that question - since it already has the answer. Note: This only works if the user is on webchat. If they’re using a messaging app like WhatsApp, their email will not be collected yet, and the persona will ask for it during the agenda.

Custom Field Settings

• Name – Give your custom field a name.
• Description – Describe what the custom field is for.
• Placeholder – Add helper text to guide the user.
• Type – Choose the data type (e.g., TEXT, DATE, TIME).
• Required – Make the custom field mandatory if needed.
• Use as Context – Share this custom field with your AI persona to pre-fill future asked outputs.

  Note: This works only in web channels. Messaging platforms like WhatsApp do not collect custom fields, so the persona will ask for them as normal during the conversation.

Notifications

Set up email summaries for persona activity:

• Choose delivery frequency: Daily, Weekly, or Monthly.
• Add recipient email addresses for reports.

API Auth Configuration

Manage API credentials for integration with external systems and services.

Session Settings

Learn More.