What is this?
Settings (/settings, at the bottom of the Workspace sidebar — not to be confused with Platform Settings) is where you configure the AI model your channel uses, automatic chat-inactivity behavior, and importing data from another platform. It has three tabs: AI Setting, Chat Automation, and Migration.
[SCREENSHOT: settings-overview — The Settings page with the AI Setting, Chat Automation, and Migration tabs visible]
What can I do here?
- AI Setting: view, add, edit, activate, or delete AI model configurations (provider, model, API key, temperature, max tokens) for the active channel, for both text and voice.
- Chat Automation: turn on automatic unassignment of inactive conversations and automatic resuming of paused automations, each with its own inactivity timer.
- Migration: import contacts, WhatsApp numbers, labels, custom fields, and team members from another supported platform into this workspace.
How to use it
Open Settings in the sidebar and choose a tab.
AI Setting
Chat Automation
Migration
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You’ll see a table of saved AI configurations for the active channel — Setting Type (Text/Voice), Provider, Model, Temperature, Max Tokens, Status, and last updated date.
[SCREENSHOT: settings-ai-setting-table — The AI Setting tab showing the table of saved AI configurations]
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Click Add AI Setting to create a configuration, or the edit icon on an existing row to change one. Fill in the Setting Type, Provider, API Key, Model, and (for voice) a Speaker, plus Endpoint, Temperature, and Max Tokens as needed.
[SCREENSHOT: settings-ai-setting-modal — The Add/Edit AI Setting dialog]
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Use the power icon to set a configuration as Active (only one text and one voice configuration can be active at a time), or the trash icon to delete one.
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Click Refresh to reload the list after making changes elsewhere.
This tab configures two independent timers for the active channel:
- Auto-deassign inactive agent — after a conversation has had no activity for the set number of minutes, the assigned human agent is automatically unassigned so an AI Agent can take over.
- Auto-resume paused automation — after an automation has been paused on a conversation for the set number of minutes, it automatically resumes.
[SCREENSHOT: settings-chat-automation-tab — The Chat Automation tab with both toggles and their minutes-of-inactivity fields]Toggle either switch on, set the number of minutes of inactivity (1–10080), and click Save Changes.
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Under Import from another platform, choose a migration source from the dropdown. Sources are configured by your platform administrator — if none are listed, ask your admin to set one up.
[SCREENSHOT: settings-migration-source — The Migration tab with the migration source dropdown selected]
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Enter your API key for that source platform.
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Under What to import, select the data to bring in: WhatsApp Number, Contacts, Contact Enrichment, Labels, Custom Fields, and/or Team Members.
[SCREENSHOT: settings-migration-options — The “What to import” checklist of migration options]
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Click Start Import. A progress panel shows items processed, succeeded, and failed in real time, with a Cancel option while the import runs.
[SCREENSHOT: settings-migration-progress — The migration progress panel showing a running import with percentage complete]
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When the import finishes, a completion message confirms how many items were imported. Any errors are listed below the progress bar.
This page only offers the general “Import from another platform” import. Importing a single specific user account isn’t offered here.
Troubleshooting / Technical Notes
- No migration sources are listed. Your platform administrator sets these up. Ask them to configure a source — see Migration.
- I can’t activate a second AI configuration. Only one text and one voice configuration can be active at a time.
- The Chat Automation timers must be between 1 and 10,080 minutes (one week).
Last modified on September 20, 2026
