> ## Documentation Index
> Fetch the complete documentation index at: https://sitegpt.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Chatbot settings

> Configure chatbot behavior, data collection, localization, and advanced options.

Settings control how your chatbot behaves, what data it collects, and how it appears to users. Access settings from your chatbot dashboard under **Settings**.

## General settings

<AccordionGroup>
  <Accordion title="Chatbot description" icon="message-lines">
    Update the description shown on your chatbot's home screen. This helps users understand what your chatbot can help with.

    <Steps>
      <Step title="Navigate to general settings">
        Navigate to **Settings** > **General**
      </Step>

      <Step title="Enter description">
        Enter your new description
      </Step>

      <Step title="Save">
        Click **Save Changes**
      </Step>
    </Steps>
  </Accordion>

  <Accordion title="Smart follow-up questions" icon="messages-question">
    SiteGPT automatically suggests relevant follow-up questions to increase engagement by 30-40%.

    **Configure follow-ups:**

    * **Enable/disable** - Toggle smart follow-up questions on or off
    * **Number of questions** - Choose between 1-5 follow-up questions to display (default: 3)
    * **GPT model** - Choose GPT-4.1 mini or GPT-4.1 for generating suggestions
  </Accordion>

  <Accordion title="Lead notifications" icon="bell">
    Control email notifications when new leads are captured.

    **Settings:**

    * **Enable/disable** - Toggle email notifications for new leads
    * Notifications are sent to the chatbot owner's email address
  </Accordion>

  <Accordion title="Conversation history" icon="clock-rotate-left">
    Configure how many previous messages the chatbot considers when generating responses.

    **Settings:**

    * **History count** - Set between 0-4 messages (0-50 for advanced plans)
    * Higher values provide more context but may increase response time
    * Default: 1 message
  </Accordion>

  <Accordion title="GPT model selection" icon="brain">
    Choose which AI model powers your chatbot responses.

    **Available models:**

    * **GPT-4.1 Mini** - Faster responses, lower cost (default)
    * **GPT-4.1** - More advanced reasoning, higher accuracy
  </Accordion>

  <Accordion title="Rate limiting" icon="gauge">
    Limit the number of messages per conversation to manage usage and costs.

    **Settings:**

    * **Enable/disable** - Toggle message limits per conversation
    * **Max messages** - Set between 1-1000 messages per conversation (default: 20)
    * When limit is reached, users are prompted to start a new conversation

    <Note>Rate limiting is available on Growth, Scale, and Enterprise plans.</Note>
  </Accordion>
</AccordionGroup>

## User data collection

<Tabs>
  <Tab title="Lead collection settings">
    <Steps>
      <Step title="Navigate to user data">
        Navigate to **Settings** > **User Data**
      </Step>

      <Step title="Enable collection">
        Enable **Collect user data**
      </Step>

      <Step title="Select fields">
        Select which fields to collect:

        * Name
        * Email
        * Phone number
        * Custom fields
      </Step>

      <Step title="Configure timing">
        Configure when to collect data:

        * At conversation start
        * After specific questions
        * Before escalation to agent
      </Step>

      <Step title="Save">
        Click **Save Changes**
      </Step>
    </Steps>
  </Tab>

  <Tab title="Custom fields">
    Add custom fields to collect business-specific information:

    * Company name
    * Industry
    * Budget range
    * Product interest
    * Any other relevant data

    <Info>
      Navigate to **Leads** > **Settings** to configure custom fields.
    </Info>
  </Tab>
</Tabs>

## Chat modes

<Tabs>
  <Tab title="AI mode" icon="robot">
    All conversations handled by AI (default). Best for fully automated support.
  </Tab>

  <Tab title="Agent mode" icon="user-headset">
    All conversations start with human agents. Best for high-touch customer service.
  </Tab>

  <Tab title="Hybrid mode" icon="arrows-left-right">
    AI handles conversations with option to escalate to agents. Best for balanced automation and human touch.
  </Tab>
</Tabs>

<Info>
  Select your preferred mode and click **Save Changes**.
</Info>

<Note>Users can request human support in any mode if you've enabled escalation.</Note>

## Localization

<AccordionGroup>
  <Accordion title="Customizable text" icon="language">
    **Home screen:**

    * Welcome message
    * Conversation starter heading
    * Start conversation button

    **Message screen:**

    * Input placeholder
    * Send button text
    * Typing indicator
    * Error messages
    * System messages

    **Account screen:**

    * Login prompts
    * Verification messages
    * Account settings labels
  </Accordion>

  <Accordion title="Multi-language support" icon="globe">
    Translate your chatbot interface to any language:

    <Steps>
      <Step title="Navigate to localization">
        Navigate to **Settings** > **Localization**
      </Step>

      <Step title="Update text fields">
        Update each text field with your translations
      </Step>

      <Step title="Save">
        Click **Save Changes**
      </Step>
    </Steps>

    <Info>
      Your chatbot will respond in the language of your training content, while the interface displays your custom text.
    </Info>
  </Accordion>
</AccordionGroup>

## Personas

<Tabs>
  <Tab title="Pre-built personas">
    <Steps>
      <Step title="Navigate to personas">
        Navigate to **Settings** > **Personas**
      </Step>

      <Step title="Choose persona">
        Choose from pre-built personas:

        * Polite and friendly
        * Professional and formal
        * Inspirational
        * Casual and conversational
      </Step>

      <Step title="Assign">
        Click **Assign to Chatbot**
      </Step>
    </Steps>
  </Tab>

  <Tab title="Custom personas">
    <Steps>
      <Step title="Create new">
        Click **Add New Persona**
      </Step>

      <Step title="Name it">
        Name your persona
      </Step>

      <Step title="Describe personality">
        Describe the personality traits and communication style
      </Step>

      <Step title="Add examples">
        Provide example responses
      </Step>

      <Step title="Save and assign">
        Save and assign to your chatbot
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Instructions (Prompts)

<Tabs>
  <Tab title="Default instructions">
    Choose from pre-built instruction templates that control how your chatbot responds to questions.
  </Tab>

  <Tab title="Custom instructions">
    Create custom instructions for specific use cases:

    <Steps>
      <Step title="Navigate to instructions">
        Navigate to **Settings** > **Instructions**
      </Step>

      <Step title="Create new">
        Click **Add New Instruction**
      </Step>

      <Step title="Write system prompt">
        Write your system prompt defining:

        * What the chatbot should do
        * What it should avoid
        * How it should respond
        * Any special rules or constraints
      </Step>

      <Step title="Save and assign">
        Save and assign to your chatbot
      </Step>
    </Steps>

    <Tip>Create custom instructions to control exactly how your chatbot responds and what topics it should cover.</Tip>
  </Tab>
</Tabs>

## Advanced settings

<AccordionGroup>
  <Accordion title="Session timeout" icon="clock">
    Set conversation expiration time.
  </Accordion>

  <Accordion title="Source citations" icon="quote-left">
    Show/hide source links in chatbot responses.
  </Accordion>

  <Accordion title="Conversation history access" icon="clock-rotate-left">
    Enable/disable conversation history for users.
  </Accordion>

  <Accordion title="Branding" icon="palette">
    Remove "Powered by SiteGPT" (paid plans).
  </Accordion>
</AccordionGroup>

## Webhooks

Send real-time conversation data to external systems.

<Info>
  Navigate to **Settings** > **Webhooks** to configure:

  * Webhook URL
  * Events to send (messages, leads, escalations)
  * Authentication headers
  * Retry settings
</Info>

<Note>Changes to settings take effect immediately without requiring chatbot retraining.</Note>