Settings

Settings Overview

The Settings section allows you to configure your ChatMaxima workspace, manage team members, and customize your account preferences.

Account Settings

Profile

Update your personal information:

Display name
Email address
Phone number
Profile picture
Time zone
Language preference

Security

Manage account security:

Change password
Two-factor authentication (2FA)
Active sessions
Login history

Notifications

Configure notification preferences:

Email notifications
Browser notifications
Mobile push notifications
Notification sounds

Workspace Settings

General

Configure workspace-wide settings:

Workspace name
Default language
Time zone
Date format
Currency

Business Hours

Set operating hours:

Work days
Start/end times
Holidays
Auto-responses outside hours

Branding

Customize appearance:

Logo upload
Brand colors
Widget styling
Email templates

Team Management

Team Members

Invite Members

Go to Settings → Team
Click Invite Member
Enter email address
Select role
Send invitation

Roles and Permissions

Role	Permissions
Owner	Full access, billing, delete workspace
Admin	Manage team, settings, all features
Agent	Inbox, conversations, limited settings
Viewer	Read-only access to reports

Teams/Groups

Organize agents into teams:

Support Team
Sales Team
Technical Team
Custom groups

Agent Settings

Per-agent configuration:

Concurrent chat limit
Auto-assignment preference
Specializations
Working hours

Channel Settings

WhatsApp Configuration

Business profile
Catalog settings
Template management
Webhook URLs

Appearance settings
Welcome message
Pre-chat form
Position and size

Other Channels

Instagram settings
Facebook Messenger
Telegram bot config

Automation Settings

Assignment Rules

Configure auto-assignment:

Round-robin
Load-based
Skill-based
Channel-based

Auto-Responses

Set automatic replies:

Welcome messages
Away messages
Business hours message
Queue position updates

SLA Policies

Define service levels:

Response time targets
Resolution time targets
Escalation rules
Priority definitions

API & Webhooks

API Keys

Manage API access:

Generate API keys
Set permissions
View usage
Revoke access

Webhooks

Configure webhooks:

Event subscriptions
Endpoint URLs
Secret keys
Retry settings

Billing

Subscription

Manage your plan:

Current plan details
Usage statistics
Upgrade/downgrade
Add-ons

Payment Methods

Configure billing:

Credit/debit cards
Invoice settings
Billing address
Tax information

Invoices

Access billing history:

Download invoices
Payment receipts
Usage reports