General settings
The General tab is the chatbot’s nameplate — a small set of fields that label it for your team and seed defaults the rest of the configuration uses.
In this guide:
- Where to find General settings
- The fields, one by one
- When to change each
- How changes propagate
Step 1: Open General settings
On the chatbot’s detail page, click General in the left rail.
Screenshot: The General tab with name, description, and type fields.
Step 2: Edit the fields
| Field | What it controls |
|---|---|
| Name | The chatbot’s display name. Shown in the dashboard, the agent dashboard’s “assigned to” pickers, and (when configured) on the embedded widget header. |
| Description | Internal note about what the bot does. Never shown to end-users. Useful when you have many bots and need to remember their roles at a glance. |
| Type / Purpose | The bot’s category (Support, Sales, Internal, Custom…). Drives default Behavior and Guidelines presets. Changing this after configuring those tabs does not overwrite your customizations. |
Step 3: Save
Click Save. Changes apply immediately to:
- The dashboard list
- The Install snippet header (where applicable)
- New conversations (the bot’s name in transcripts updates)
Existing conversation transcripts keep the old name — they’re a historical record.
What you usually shouldn’t put here
- Sensitive metadata. This is just labels. Don’t put API keys, customer IDs, or credentials in the description.
- Behavior instructions. That’s what Guidelines is for — see Guidelines.
- Branding details. Colors and logo go in Appearance — see Appearance.