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Widget & AI settings

A project’s Settings page controls both how the widget looks and how the assistant answers. Changes apply to the live widget without touching your site’s code.

A project's Settings page with the widget appearance and AI behavior sections
  • Project name and Domain — how the project is labeled in the dashboard and which site it belongs to.
  • Email notifications — the address that receives handoff and leave-a-message emails. Defaults to the workspace owner.
  • Blocked countries — countries where the widget won’t load. A visitor’s country comes from their IP address (IP Geolocation by DB-IP).
  • Live monitor → Mark a visitor idle after — minutes of inactivity (default 10) before the Live view labels a visitor as idle. This only changes the label in the Live view; visitors never see a notice.
  • Delete project — removes the project and its data.
  • Title — the widget’s panel header text.
  • Color — your brand/accent color.
  • Position — where the launcher sits.
  • Welcome message — the first thing visitors see when they open the widget.
  • Launcher button — the icon (13 options), an optional label, and whether to show the label.
  • Avatar — your brand or agent image, shown in the header and beside human replies.
  • AI avatar — the assistant’s glyph: orb, sparkle, bot, or twinkle.
  • Suggested questions — starter questions visitors can click; add, remove, and reorder them. Three are shown per visit, in your order; with more than three, a random selection rotates.
  • Floating messages — short bubbles shown near the launcher before the chat opens. A click either sends the text as the visitor’s message or puts it in the message box to edit (When clicked).
  • Contact capture — collect name and email, and choose when to ask (before the first message, before talking to a human, or as an optional prompt).
  • Satisfaction ratings — thumbs-up/down on each AI answer.
  • Conversation rating — off, 5 stars, or 5 emojis at the end of a chat. Ask chooses when: after an agent closes the chat (default), or after every chat ends, including AI-only chats the visitor ends themselves.
  • Ask “Did that answer your question?” — on by default. When a visitor goes quiet for two minutes after an AI answer, the widget offers Yes, thanks (ends the chat, then shows the rating if it’s on) and I still need help. Asked once per chat, never while a team member is in it.
  • Close idle chats after — default 30 minutes without a message (0 = never). The chat is closed with a note to the visitor, which keeps Live and the inbox tidy. Chats waiting for your team’s reply are never closed automatically. The visitor sees “Your chat has ended” with a Start a new chat button.
  • Email transcript — let visitors email themselves the conversation.
  • Hide “Powered by Yamidoo” — Pro plan.

These map to the options covered in Customizing the widget.

  • Allow human handoff — let visitors ask to talk to a human.
  • Require agent online — only offer handoff when at least one teammate is available; otherwise the “Talk to a human” action is hidden. With this off, it’s relabeled Leave a message when nobody is online.
  • AI handoff — let the assistant escalate on its own when it judges a person is needed. On by default.

Shape how the assistant responds:

  • Presets — ready-made instruction sets to start from: Support agent, Sales agent, Knowledge assistant, or Concise.
  • Bot name — what the assistant calls itself.
  • Response language — Auto replies in the visitor’s language, or pick a fixed language.
  • Category — general, e-commerce, SaaS, blog, docs, or other. Grounds the model in what kind of site it’s answering for.
  • What is this website about? — a short description (up to 2,000 characters) the assistant uses as context.
  • System instructions — your own rules, e.g. “be concise” or “always link to the docs.”