Click "Advanced Settings" in the chatbot page header. Settings open in a side panel with up to four tabs: General, Notifications, Human handoff, and Agentic Workflow. A tab your plan doesn't include shows a badge with the plan you need.
- Notifications changes apply to your live chatbot straight away.
- Everything else is saved with "Save Settings" and goes live when you publish your chatbot.
- Lead form and OTP login settings have moved out of Advanced Settings: see Lead Capture & OTP Login.
- Webhooks have moved to the chatbot's Integrations tab: see Webhooks.
Video Tutorials
Settings Configuration
Follow the guides below to configure each tab:
General Settings
Core chatbot controls, analytics tracking, and display options
Notifications
Verified emails, plus who gets new leads and chat transcripts
Human Handoff
Let visitors ask for a person, and take over live conversations (Pro and Max)
Agentic Workflow
AI-written emails to your team once a conversation goes quiet