Article
Chat settings
Check whether Chat is switched on, what your assistant is called and whether transcript emails are ready to send.
The Chat settings page is a quick status check for Chat. It shows whether chat is switched on, the name visitors see for your assistant, and whether transcript emails have the sender details they need. The settings themselves live on each chat widget. Go to Account → Settings → Chat.
Before you start
- Chat must be included in your package. See Package and add-ons.
- This page is for subscription administrators, and for users who have been given permission to view Chat settings. See Users, teams, groups and permissions.
- You need at least one chat widget. See Setting up chat widgets.
What the page shows
A Chat card shows an overall status of Configured (chat is enabled) or Not Configured. Its Assistant section lists:
- Chat enabled: Enabled if chat can receive conversations, otherwise Disabled.
- Assistant name: the name visitors see in the chat window, or Not configured.
- Transcript delivery: Configured once both a sender name and a sender email address are set for transcript emails, otherwise Not configured.
These values come from your first chat widget, the one created earliest. If you have more than one widget, each has its own settings; check the others in Grow → Chat → Widgets.
Change the settings
Change these settings on the widget, not on this page:
- Go to Grow → Chat → Widgets and open your first widget.
- To switch chat on or off, change Enable public chat.
- To change the assistant's name, edit Bot name.
- To set up transcript emails, fill in Transcript from name and Transcript from email.
- Save the widget, then return to Account → Settings → Chat to check the status.
The widget has more options than this page shows, such as the welcome message, fallback message, domains and knowledge sources. See Setting up chat widgets.
Troubleshooting
- The page shows Unavailable: Chat settings couldn't be loaded, or Chat isn't active for your subscription. Check your package and refresh the page.
- "This section is temporarily unavailable at the moment.": some settings couldn't be loaded. Select Refresh.
- Transcript delivery shows Not configured: fill in both transcript fields on your first widget and save it.