Chatbot settings

Open the settings from the chatbot sidebar: Advanced > Settings. The Settings screen has these tabs: General, Chat Modes, Localization, Personas, Instructions, and Webhooks. Managers, Admins, and Super Admins can see and change these settings. Agents cannot open Settings. See Team members. Select Save Changes to keep your changes, unless the table says otherwise.

General

Field	What it does	Default
Your Chatbot ID	Shows the ID of the chatbot, with a Copy button. Use it when a plugin or integration asks for the chatbot ID. Read-only.
Description	Text shown on the home screen of your chat widget.	Empty
Support Email	The reply-to address on emails that SiteGPT sends to your visitors, for example email verification codes.	Your account email
Allowed Domains	The websites that can embed this chatbot. Type a domain and press Enter. Each domain also covers its subdomains. Up to 50 domains. The dashboard preview always works.	Empty (any website)
Excluded Pages	Pages of your site where the floating chat button does not show. `/pricing` matches that page only. `/checkout/*` matches that page and every page under it. Up to 50 paths. Inline embeds are not affected.	Empty (every page)
Disable smart follow up questions	Turns off the follow-up questions that the AI suggests after each answer.	Off
Number of smart follow up questions to be shown	How many AI follow-up questions to show. From 1 to 5.	3
Disable lead notifications	Stops the email you get for each new lead.	Off
Enable Page Context Awareness	Sends the URL, title, and description of the page the visitor is on to the chatbot. The page text itself is not sent.	Off
GPT Model	The model that writes answers: GPT-4.1 Mini or GPT-4.1.	GPT-4.1
Limit Messages Per Conversation	When on, visitors must start a new conversation after a set number of messages. Growth plan and above.	Off
Max Messages Per Conversation	The number of messages allowed before the visitor must start a new conversation. From 1 to 1000. Available when Limit Messages Per Conversation is on.

The Danger Zone at the bottom of General has the button to delete the chatbot. Only Super Admins see it. See Manage your chatbots. Related guides:

Chat Modes

Sets who answers a new conversation first.

Option	What it does	Default
Always Starts New Conversation with AI	Every new conversation starts in AI mode. The chatbot answers.	Selected
Always Starts New Conversation with Human	Every new conversation starts in human mode. The AI does not reply. Your team answers from the dashboard.

See Set up human support.

Localization

The sidebar also links to this tab as Customizations > Language & Region. It sets the text that the chat widget shows to visitors.

Section	What you set
Language	Timestamp language: the language of the times under each message, such as “2 minutes ago”.
Home	Text on the widget home screen, such as Start a conversation.
Messages	Text on the conversation list, such as No Messages.
Message	Names and system text inside a conversation: Bot, You, Agent, the escalation confirmation, and the text shown when a visitor reaches the message limit per conversation.
Top Menu	Labels in the widget menu, such as Refresh chat and Download.
Account	Text for visitor email verification, such as Verify your email.
Lead Form	Text on the lead form.

Each field label shows the default English text. Leave a field as it is to keep the default. These fields change the widget text only. They do not change the language of the answers. See Change the widget language and text.

Personas

A persona sets the tone of the chatbot’s answers. Select one persona per chatbot.

Section	What it contains
Default Personas	Built-in personas, such as Default, Neutral, and Sales Expert.
Custom Personas	Personas you add. Each one has a Title, a Description, and Instructions.

If you do not select a persona, the chatbot uses Default, which keeps answers short. See Write instructions and choose a persona.

Instructions

Section	Fields	Default
Fallback Message	Fallback Message: the answer the chatbot gives when it cannot find the information in your content. Save it with Save Fallback Message.	”I’m sorry, I don’t have enough information to answer your question, but I’m happy to assist with any other questions you may have.”
Default Instructions	One built-in option, None. It uses the default AI behavior with no custom instructions.	None
Custom Instructions	Instructions you add. Each one has a Title and Instructions. When you edit a saved instruction, you can also set its Creativity Level from 0 (more focused) to 1 (more random and creative).	Creativity Level 0.5

See Write instructions and choose a persona and Keep answers on topic.

Webhooks

This tab shows only when the chatbot owner’s plan includes webhooks. See Plans and limits.

Field	What it does
Messages Webhook URL	SiteGPT sends a request to this URL for each new message in a conversation. This includes AI answers, replies from your team, and system messages.
Messages Webhook Token	Sent in the `X-WEBHOOK-TOKEN` header of message webhooks, so you can check the request came from SiteGPT.
Escalation Webhook URL	SiteGPT sends a request to this URL when a visitor escalates a conversation. If the visitor then gives their contact details, SiteGPT sends a second request with those details.
Escalation Webhook Token	Sent in the `X-WEBHOOK-TOKEN` header of escalation webhooks.
Leads Webhook URL	SiteGPT sends a request to this URL when the chatbot collects a new lead.
Leads Webhook Token	Sent in the `X-WEBHOOK-TOKEN` header of lead webhooks.

All fields are empty by default. See Webhooks for the payloads.

Settings on other screens

Some chatbot settings have their own screens in the sidebar.

Screen	Where	What it sets	Guide
Appearance	Customizations > Appearance	Chatbot name, welcome message, colors, icons, position, terms and disclaimer, and which buttons the widget shows	Appearance
Human Support	Customizations > Human Support	Escalation, escalation buttons, and notification emails	Set up human support
Leads Settings	Leads > Leads Settings	The lead form and pre-chat user details	Collect leads
Members	Advanced > Members	Who can work on the chatbot	Team members
Integrations	Advanced > Integrations	Chat channels such as Slack and Zendesk	Integrations

Get started

Concepts

Add content

Improve answers

Customize the widget

Install

Leads

Human support

Monitor

Integrations

Account and team

Reference

Developers

Help

General

Chat Modes

Localization

Personas

Instructions

Webhooks

Settings on other screens

​General

​Chat Modes

​Localization

​Personas

​Instructions

​Webhooks

​Settings on other screens

General

Chat Modes

Localization

Personas

Instructions

Webhooks

Settings on other screens