There are settings that are able to be modified per source. We assume each source is a different business, so the type of settings you find here are the things that businesses want to have control over. You can modify these settings per source, but so can any client users you invite and add to that source.

To locate the source settings area from your owner account, navigate to sources and then click on the source you wish to adjust. Each source has some of its own settings that either you or clients can modify.

As mentioned, settings that may be unique per business can be found here. There are 3 main pieces that allow CloseBot to work: Personas, Job Flows, and Sources. Personas are the people that do jobs (together making an agent). Sources are like the businesses that these agents work for. Clients that come to edit source settings have access to some of these settings, but not all. As a note, though Webhook sources are a custom way to integrate with CloseBot, and may not represent a business the same way a direct CRM integration might, these settings are still present for Webhook connections.

The setup screens gives info and access to the source's CloseBot Intelligence Pixel. The pixel can be added to any website to gather info on leads, enrich conversation data, or activate any chat widgets that are created for the source. Find more information on the Intelligence Pixel here:

The settings tab gives access to 3 cross-source settings that help decide how to handle specific conversation scenarios:

This toggle allows users to tell CloseBot to attach ai off whenever a manual human reply enters the conversation

This toggle allows users to tell CloseBot to end a conversation with a goodbye message if it seems the contact has said goodbye. This can be handled with more grace inside of the agent builder so this is a somewhat legacy setting that we have kept around.

This toggle allows users to tell CloseBot to use CRM API Enpoints to mark conversations as unread after CloseBot sends automated AI responses (responding to messages will mark the conversation as read, but specific businesses may want this undone when they go to analyze incoming leads)

The user access tab defines what Clients have access to view this source. They can change settings, fill in rebilling payment information, and adjust variables from their client view. In this tab Owners and Team Members can add and remove clients from the access list.

The rebill tab displays the source wallet (including payment info), the source upcharge information, and recent usage charges.

The rebill tab also gives you the ability to select the associated Stripe customer from your stripe account, this can be helpful if you make adjustment to consolidate billing profiles for your clients.

The variables tab has two primary functions: allowing users to fill Source Variables (CloseBot custom values that allow Job Flows to operate differently per source), and offering Persona name overwrites (allowing users to change the name of the persona on a per source basis, helpful if a business is expecting its AI to have a different name).

In cases where the source (business) only wants the AI to respond in certain time windows, you can use the Reply Restrictions tab to define this behavior (including which channels follow these restrictions)

Much like the Reply Restrictions tab, it may be the case that businesses wish to define restrictions around when Follow-Up messages are sent (imagine a conversation happening at noon with a 12-hour follow up cadence, it may not be desirable to send a message at midnight to re-engage the conversation). Since follow-ups stay on the channel where the conversation is happening (only smart switching off of Live Chat if enough time has passed) there is no need to additionally select channels for this setting

Chat Widgets are a built in CloseBot channel that can be optionally added to any source type. Go here to learn more about all the things the chat widget can do!

There's way more to CloseBot than just making expert-level agents. It's also easier than ever to manage these agents across various business that you run or support! 👏