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.

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