Bot Settings & Configuration

Overview

Bot Settings provide comprehensive control over your bot’s behavior, appearance, integrations, and deployment. Access settings by clicking the “Settings” icon in the bot builder or from the bot’s menu on the dashboard.

General Settings

Basic Information

Configure fundamental bot details:

• Bot Name: Display name for your bot (visible to users)
• Description: Internal description for team reference
• Bot ID: Unique identifier (auto-generated, read-only)
• Status: Set bot status (Draft, Testing, Published, Inactive)
• Language: Primary language for the bot interface
• Timezone: Default timezone for scheduling and analytics

Bot Behavior

Control how your bot interacts:

• Greeting Message: First message users see when starting a conversation
• Fallback Response: Message shown when bot doesn’t understand user input
• Timeout Duration: How long to wait for user input before timeout
• Session Expiry: When to end inactive conversations
• Retry Limit: Maximum attempts for failed actions

Appearance & Branding

Visual Customization

Customize the bot’s look and feel:

• Bot Avatar: Upload a custom bot avatar image
• Color Scheme:
  • Primary color (buttons, headers)
  • Secondary color (accents)
  • Background color
  • Text color
• Font Settings: Choose font family and sizes
• Chat Window Size: Set default dimensions
• Widget Position: Choose placement on your website (bottom-right, bottom-left, etc.)

Custom CSS

Advanced users can add custom CSS to further customize the bot’s appearance:

/* Example custom styling */
.chat-bubble {
  border-radius: 15px;
  box-shadow: 0 2px 10px rgba(0,0,0,0.1);
}

Deployment Settings

Publishing Options

• Publish Bot: Make bot live and accessible
• Unpublish: Take bot offline temporarily
• Version Control: View and restore previous versions

Integration Methods

Choose how to deploy your bot:

Script Integration

<script
  src="https://your-bot.pluggi.io/widget.js"
  data-api-key="your_api_key_here"
></script>

iFrame Integration

<iframe
  src="https://your-bot.pluggi.io/chat"
  width="400"
  height="600"
></iframe>

API Configuration

• Generate API Key: Create API keys for programmatic access
• Webhook URL: Set endpoint for receiving events
• CORS Settings: Configure allowed origins
• Rate Limiting: Set request limits per user/IP

Advanced Settings

Analytics & Tracking

• Enable Analytics: Toggle detailed analytics collection
• Custom Events: Define custom tracking events
• Google Analytics Integration: Add GA tracking ID
• Export Data: Schedule automatic data exports

Security & Privacy

• Data Retention: Set how long to keep conversation data
• Privacy Mode: Enable/disable data collection
• IP Blocking: Block specific IP addresses or ranges
• Content Filtering: Configure profanity filters and content restrictions

Performance Optimization

• Caching: Configure response caching
• Load Balancing: Distribute traffic across servers (Enterprise)
• CDN Settings: Configure content delivery network
• Response Compression: Enable gzip compression

User Access & Permissions

Team Management

• Assign Users: Grant team members access to this bot
• User Roles: Set permissions (Admin, Editor, Viewer)
• Access Logs: View who accessed or modified the bot

Client Access (Admin Only)

• Assign to Client: Grant specific clients access
• Permission Level: Set what clients can modify
• Notification Settings: Configure client notifications

Integration Settings

Third-Party Integrations

Connect your bot with external services:

• CRM Integration: Salesforce, HubSpot, etc.
• Email Services: Send notifications via email
• Calendar: Schedule appointments
• Payment Gateways: Process payments (Stripe, PayPal)
• Custom APIs: Connect to your own services

Webhook Configuration

Set up webhooks to receive real-time events:

• Conversation Started: Trigger when new conversation begins
• Message Received: Trigger on user messages
• Bot Response Sent: Track bot replies
• Conversation Ended: Trigger when conversation completes
• Custom Events: Define your own webhook triggers

Notifications

Configure how and when to receive alerts:

• Email Notifications: Get updates via email
• Slack Integration: Receive alerts in Slack
• In-App Notifications: Dashboard notifications
• Alert Triggers: Choose which events trigger notifications

Backup & Export

Data Management

• Export Conversations: Download conversation history
• Backup Bot Configuration: Save bot settings
• Schedule Automated Backups: Set regular backup intervals
• Restore from Backup: Revert to previous configuration

Testing & Debug Mode

Development Tools

• Test Mode: Enable testing without affecting analytics
• Debug Console: View detailed logs and errors
• Preview Changes: Test changes before publishing
• A/B Testing: Run experiments with different configurations

Best Practices

1. Regular Backups: Schedule weekly backups of bot configuration
2. Test Before Publishing: Always test changes in Test Mode first
3. Monitor Analytics: Regularly review bot performance metrics
4. Update API Keys: Rotate API keys periodically for security
5. Document Changes: Keep notes on configuration changes
6. Review Access: Regularly audit user access and permissions

Next Steps

• Return to Platform Guide Overview
• Learn about User Management
• Explore Analytics & Insights (coming soon)