Initial concepts
So, what we can do with the Platform?
How do I know if my company needs a chatbot?
Register and login
First Steps - Creating your project
Choose your plan
Profile
Permissions system
Project Dashboard
Platform's Glossary
2-Factor Authentication
Invalid authentication code
General settings
Artificial Intelligence
Zero Shot Learning
WeniGPT
What is the Weni Platform's AI Module?
Overview
What is an Intelligence?
Intents and Entities
Hands-on
Creating an Intelligence
Training your Intelligence
Intelligence Force
Tests
Inbox
Translating your dataset
Share your AI with translators
Requesting authorization
Versions
Settings
Integration
Integrate an intelligence to your project in the Weni Platform
Introducing the Content Intelligence
Integrating a Content Intelligence
Updates
Glossary
Guidelines and Good practices
Flows
Expressions and Variables Introduction
Variables Glossary
Expressions Glossary
Flows Creation
Flows introduction
Flow editor and tools
Action cards
Decision cards
Adding Media to the message
Call Webhook: Making requests to external services
Split by Intent: Using Classifiers
Import and export flows
Using expressions to capture the user's location
Viewing reports on the platform
Route markers
Studio
Contacts and Messages
Groups
Messages
Triggers and Campaigns
Adding a trigger
Triggers Types
Tell a flow to ignore triggers and keywords
Campaign introduction
How to create a Campaign
Editing events
Creating contact from an external Webhook
Contact history
How to download, extract, transform and combine archived data from Weni Flows
Channels
Settings
Channels Introduction
Adding a Facebook Channel (RapidPro)
Adding a Viber channel
How a SMS Integration Works
General API concepts and Integrations
How to create a channel on twitter
How to create a channel on Instagram
Main steps to active Whatsapp for UNICEF
Adding Discord as a channel
Creating a Slack Channel
Adding a Viber channel (RapidPro)
Creating a Microsoft Teams channel
Weni Integrations
How to use the integrations module
Adding a Web channel
Adding a Telegram channel
How to create a channel with whatsApp demo
Whatsapp: Weni Express Integration
How to create template Messages: Whatsapp
Creating a Microsoft Teams Channel
Whatsapp Business API
Integrations
Human Attendance
Weni Chats: Introduction to the Chats module
Weni Chats: Setting Up Human Attendance
Weni Chats: Human Service Dashboard
Weni Chats: Human Service Management
Weni Chats: Attendance distribution rule
Weni Chats: Using active triggering of flows
Weni Chats: CoPilot
Ticketer: Ticketer on Rapid Pro
Ticketer: How to integrate Rocket.Chat as a ticket service on the Weni Plataform
How to send message templates through RocketChat
RocketChat call routing
RCAdmin API: Agent-Activity
U-Partners - Proper use of features
Using groups to organize human attendance
Data and BI
How to Install and Use the Weni Data Connector for Power BI
Incremental Update - Power BI
Explore Weni's Database Documentation
Tips for Data Modeling in Power BI
Filter using Contact Fields in Power BI
UX Writing
- All Categories
- General settings
- General organization settings
General organization settings
In this article we will explain each option from the general organization's settings. We pointed 14 options (look the photo below) and explained every one of them. To access this menu, you just need to click on your organization's name in the superior right corner of your screen.
1 - Settings:
Clicking on the gear you will have access to a menu with 4 options:
- In Add Channel you can create communication channels for the chatbot;
- In Add Classifier you can integrate your chatbot with Classifiers, NLP tools (artificial intelligence models created for text categorization) such as Bothub.
- In Export you can export a flow created for use in another organization.
- In Import you can import a flow from another organization to yours.
2 - Add Channel:
In the Add Channel option you can create communication channels for the chatbot;
3 - Organization Information:
In this option we can look at and modify the organization information:
The information that can be modified is:
- Organization name
- Timezone: Time zone used by the organization
- Date Format: date and time format, being YYYY(year)/MM(month)/DD(day).
- Main Language
Here you can check information regarding the payment plan chosen.
4 - Plan Information:
Here you can check information regarding the payment plan chosen.:
5 - Project Language:
Here you can configure two or more languages for your organization, one default (used by default in streams) and other secondary languages (we set in stream creation)
To add languages simply enter the first language in the primary language field and from the second onwards in the additional languages field.
6 - Organization Location:
In this option you can choose the location where your organization will work:
7 - Organization Email:
Here you can set your organization's email address. Any email sent in streams or campaigns will be sent on behalf of the email defined here. To make the configuration correctly follow the steps below:
1- In E-mail address enter the desired email address;
2- In SMTP Host you will place the host of your SMTP;
3- Under Username, please enter the username of your email address;
4- In Password enter the password of your email;
5- In Port types the port of your SMTP service (probably will be 587)
8 - DT1:
DT1 is a platform that performs B2B digital transfers for mobile recharge and data solutions. By setting this option, an additional option appears in the stream.
9 - Organization access token:
Here you can check your API token. The token is the access key so that external applications can interact with the Push API.
10 - Prometheus:
With Prometheus you can monitor the contactgroup contactor and channel message counter on your desktop using your Prometheus endpoint. It allows you to monitor over time using charts and alerts in a control panel like Grafana's.
11 - Flow events:
These are events for integration with some external tools, such as Zapier.
12 - Globals:
These are storage variables that can save data for later use within flows. To learn more about Globals, visit the article on variables
13 - Organization's access token:
Here you can check your API token. The token is the access key for external applications to interact with the Push API.
14 - Flow Events:
These are events for integration with some external tools, such as Zapier.
15 - Globals:
They are storage variables that can store data for later use within flows. To learn more about Globals, visit the article on variables.
16 - Message Archive:
Here, the contents related to the execution data of your flows will be stored.