Settings & Admin
Settings centralize platform connections, team management, AI configuration, and ticketing setup. Use search to quickly jump to any section.
Overview links: Documentation Home · Settings Overview
Core Sections
- Platforms: Connect and manage social accounts.
- Organization: Company profile and workspace settings.
- Team: Invite users and manage permissions.
- Billing: Plans, usage, and invoices.
Automation & AI
- SIA Context: Brand tone, do/don't guidance.
- Auto Replies: Guardrails and acknowledgement rules.
- Templates: Message templates and flow connections.
- Agents: Workflow automation.
Contacts
- Contact Custom Fields: Add custom contact attributes used in broadcasts and forms.
Ticketing Setup
- Ticket Categories, Tags, and Custom Fields.
- SLA Policies and Assignment Rules.
Developer
- Developer: API keys and integrations.
Where to Find Each Section
- Settings → Platforms
- Settings → Organization
- Settings → Team
- Settings → Billing
- Settings → SIA Context
- Settings → Auto Replies
- Settings → Templates
- Settings → Agents
- Settings → Contact Custom Fields
- Settings → Ticket Categories
- Settings → Custom Fields
- Settings → Ticket Tags
- Settings → SLA Policies
- Settings → Assignment Rules
- Settings → Developer
Common Blockers & Fixes
- Section not found: use the Settings search bar to jump directly.
- Auto Replies missing: check your plan or permissions.
- Templates disabled: connect a supported platform (WhatsApp, Instagram, Facebook).