Captivate Chat
  • 📚Overview
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  • 📕Changelog
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  • DASHBOARD
    • Homepage
      • Setup
        • My AI Chatbots
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      • Transcripts
      • Tokens
      • Settings
        • Edit Profile
        • Manage Plan
        • Account Details
        • Referrals
  • START CREATING
    • Create an AI Chatbot
      • Setting Up
      • Import Your Own Information
        • URL Crawler
      • Select Type
      • Train your AI Chatbot
      • Select Integration
      • Finishing Touches
      • Modify your AI Chatbots
    • Create a Chat Flow
      • Setting Up
      • AI Chatbots
      • Select Channel
        • Channel: Web Chat
          • Preview your Web Widget
        • Channel: Facebook
        • Channel: Instagram
        • Channel: WhatsApp
          • Setting up WhatsApp
          • Submit your first WhatsApp Sender
          • Setting up more WhatsApp Senders
          • Configure the Endpoint for Integration
        • Channel: Full Chat
          • Preview Full Chat Channel
        • Channel: Custom Channel
          • JavaScript Socket API
          • Socket API
          • Socket Conversation Testing
      • Select Live Chat Vendor
      • Modify your Chat Flow
    • Connect a Live Chat
      • Microsoft Teams
        • Set up the Captivate Chat MS Teams App
          • MS Teams App Chat Prompts
        • Connect your Captivate Chat account
        • Connect your Chat Flow
        • MS Teams App Chats
        • Test your Microsoft Teams integration
    • Create a Custom Component
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  1. DASHBOARD
  2. Homepage

Settings

PreviousTokensNextEdit Profile

Last updated 6 months ago

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The Settings view of your Captivate Chat account reveals more settings you can check and modify for your account. There's no allocated "Settings" button for this view, and you should instead do the following:

  • Click your profile picture on the upper-right side of the internal Captivate Chat dashboard.

  • Click either "Edit Profile," "Manage Plan," or "Account Details."

Settings Tabs

The Settings view of your Captivate Chat account has the following tabs:

  • Edit Profile: Modify basic details such as your display name, contact details, and avatar.

  • Manage Plan: Select or upgrade your current Captivate Chat plan.

  • Referrals: Copy your Referral Link and earn whenever a colleague registers a Captivate Chat account using that URL.

  • Account Details: Change more advanced account settings such as your password and email address. This is also where you can delete your account.

  • Transaction History: View transactions you have made with Captivate Chat.

The "Settings" view of the user. This can be accessed by selecting either "Edit Profile," "Manage Plan," or "Account Details" after clicking the user's profile picture on the upper-right side of the Captivate Chat internal dashboard.
The "Settings" view of the user. This can be accessed by selecting either "Edit Profile," "Manage Plan," or "Account Details" after clicking the user's profile picture on the upper-right side of the Captivate Chat internal dashboard.