AI Website Chat Agent
Account operations

Team, settings, privacy, and support

Manage organisation details, team roles, privacy requests, support diagnostics, and enquiry/support email handoff destinations.

Save settingsManage organisation, team, privacy, support routing, account-specific handoff rules, and account controls.

Settings overview

Settings hub for organisation, team, privacy, support, billing, and account-specific Handoff Rules in one operational area.

Status
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BillingAI Chat Logs
Organisation settingsEmails, domain, retention, and privacy contact.

Handoff Rules

Use simple cards to decide when this account should hand a chat to a person. No JSON editing required.

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Examples: OneGarden can suppress demo requests but hand off existing order or delivery issues. ShopTill-e can hand off demo, hardware quote, and integration requests.

Team rolesMembers, invites, and access levels.
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Sends an invite email when portal email is configured; otherwise stores the invite safely for follow-up. no outbound email is sent unless portal email transport is configured.

Privacy requestExport or deletion review queue.
Support requestAsk the portal team for help.
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Stored only if email transport is unavailable; otherwise creates a support escalation and relays it to the configured support email, then logs delivery status.