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Where to Find It

Open Settings in the left sidebar. The page is split into tabs. Administrators see every tab. Readers see the tabs that apply to them, and a Reader limited to selected workspaces does not see organisation-level settings. See Roles & permissions. Changes on a tab apply to the whole organisation unless the tab says otherwise. Most tabs have a Save changes button at the top of the page.

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The Tabs

Organisation details (name, industry, location), and the Data & privacy cards:
  • Store trace data in sessions: whether raw prompts and responses are kept.
  • Data retention period: how long records are kept.
  • Minimum group size: hide groups with fewer subjects (distinct users or devices) than the number you choose.
  • Encryption: encrypt stored content with your own keys.
Also here: your personal email preferences for this organisation, and the Danger zone for deleting the organisation.See Data privacy and Data storage & encryption.
What people see in the browser extension and in agent notifications:
  • Localisation: the language for agent messaging.
  • Extension and messaging appearance: your logo and colours (Enterprise plan).
  • Custom messaging: the wording in the extension window (Enterprise plan).
  • Notification links: links shown in the footer of every notification.
See Branding & messaging.
Invite members, and set each member’s role and access level. See Roles & permissions.
Your current plan, and which agents each plan includes. To change plan, select Contact us on the plan you want.
Connect the channels, such as Slack, where agent escalations are sent. See Escalations.
Create and revoke ingest keys and API keys. See Authentication.
Create and download exports of your session data. See Data exports.
Give Velatir’s support team temporary access to your organisation, and revoke it. See Support access.

Branding & messaging

Your logo, colours, and wording in the extension and notifications.

Data privacy

Storage, retention, and minimum group size.