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Settings

The Settings page controls the bot's identity, availability, persona, and API access. Changes take effect after saving.

General​

  • Name (required) — the display name shown on the Overview page and in conversation interfaces.
  • Description (required) — a short summary of the bot's purpose.
  • Group — assigns the bot to a named group, which organizes it on the Overview page. You can select an existing group from the dropdown or type a new name to create one. Leave empty for the ungrouped section.
  • Visual Tag — marks the bot's deployment stage. Choose DEV, STAGING, or PROD. The tag appears as a color-coded badge on the Overview page (cyan / orange / blue) and helps distinguish multiple copies of the same bot running in different environments.

Maintenance Mode​

When Maintenance Mode is enabled, the bot stops responding to public users while remaining fully functional in the Development Chat for testing.

ChannelBehavior
Embedded (website)Bot appears offline; users see an offline message
PhoneCalls are answered with a configurable message (see Phone Channel Basic Settings)
Development ChatRemains fully functional

Bot Persona​

A free-text prompt that instructs the LLM how the bot should present itself — its tone, role, name, or any behavioral constraints. This text is passed to the language model on every conversation turn. Leave empty to use the default model behavior.

The persona is automatically applied across all agent types, ensuring consistent behavior in:

  • Response Nodes — LLM-generated replies
  • Knowledge Nodes — answers drawn from knowledge bases
  • Form Nodes — interactions during data collection
  • Orchestrator — routing decisions and fallback responses

Service Token Permissions​

Controls which capabilities are granted to API service tokens issued for this bot. Each permission can be enabled or disabled individually.

PermissionDescription
livechat-historyAllows service tokens to read the bot's livechat conversation history

Danger Zone​

The Delete Bot button permanently removes the bot and all associated data — flows, knowledge base, conversations, and settings. To confirm, a dialog requires you to type the bot's name exactly. This action cannot be undone.