Settings & Configuration
Manage your Agentix account settings, preferences, and system configuration.Account Settings
Profile Information
Update your account details and preferences:Personal Information
- Full Name: [Your Name]
- Email Address: [[email protected]]
- Phone Number: [Your Phone]
- Job Title: [Your Title]
- Company: [Your Company]
Account Preferences
- Language: English
- Timezone: UTC-5 (Eastern Time)
- Date Format: MM/DD/YYYY
- Currency: USD
Security Settings
Authentication
- Password: Last changed 30 days ago
- Two-Factor Authentication: Enabled
- Login Notifications: Enabled
- Session Timeout: 8 hours
Access Control
- API Keys: 3 active keys
- Webhook URLs: 2 configured
- IP Restrictions: None set
- Role Permissions: Admin access
Notification Preferences
Email Notifications
Configure what notifications you receive:System Notifications
- Usage Alerts: When approaching limits
- System Updates: Platform announcements
- Security Alerts: Login attempts and changes
- Billing Notifications: Payment and invoice alerts
Agent Notifications
- Performance Alerts: When agents need attention
- Error Notifications: System or agent errors
- Training Updates: Agent improvement suggestions
- Integration Alerts: External system issues
Dashboard Settings
Customize your dashboard experience:Widget Configuration
- Default View: Overview dashboard
- Refresh Rate: 5 minutes
- Data Range: Last 30 days
- Chart Types: Line and bar charts
Display Options
- Theme: Light mode
- Density: Standard
- Sidebar: Collapsible
- Animations: Enabled
Agent Configuration
Default Agent Settings
Set defaults for new agents:Response Settings
- Response Timeout: 30 seconds
- Max Response Length: 500 characters
- Fallback Behavior: Escalate to human
- Language: English
Integration Settings
- Default Channels: Website chat
- API Rate Limits: 100 requests/minute
- Webhook Timeout: 10 seconds
- Retry Logic: 3 attempts
Knowledge Base Settings
Configure knowledge management:Content Processing
- Auto-categorization: Enabled
- Content Validation: Enabled
- Duplicate Detection: Enabled
- Version Control: Enabled
Search Settings
- Search Algorithm: Semantic search
- Result Limit: 10 results
- Relevance Threshold: 0.7
- Fuzzy Matching: Enabled
Integration Settings
API Configuration
Manage your API integrations:Authentication
- API Keys: Generate and manage keys
- OAuth Settings: Configure OAuth providers
- Rate Limits: Set usage limits
- IP Whitelisting: Restrict access by IP
Webhook Settings
- Endpoint URLs: Configure webhook destinations
- Event Types: Select events to receive
- Retry Logic: Configure retry behavior
- Security: Set webhook secrets
Third-Party Integrations
Configure external system connections:CRM Systems
- Salesforce: Connected
- HubSpot: Not connected
- Pipedrive: Not connected
- Custom CRM: Available
Communication Platforms
- Slack: Connected
- Microsoft Teams: Not connected
- Discord: Not connected
- Custom Platform: Available
Data & Privacy
Data Management
Control your data and privacy settings:Data Retention
- Conversation History: 2 years
- Analytics Data: 1 year
- Log Files: 6 months
- Backup Data: 3 years
Data Export
- Export Format: JSON, CSV, PDF
- Data Scope: All data or filtered
- Scheduling: Manual or automated
- Delivery: Email or download
Privacy Controls
Manage data privacy and compliance:GDPR Compliance
- Data Processing: Lawful basis configured
- User Rights: Right to access, rectification, erasure
- Data Portability: Export user data
- Consent Management: Track user consent
Security Measures
- Data Encryption: AES-256 encryption
- Access Logging: All access logged
- Audit Trails: Complete activity history
- Backup Security: Encrypted backups
Advanced Settings
Performance Optimization
Fine-tune system performance:Response Optimization
- Caching: Enable response caching
- Compression: Compress responses
- CDN: Use content delivery network
- Load Balancing: Distribute load
Resource Management
- Memory Limits: Set memory constraints
- CPU Limits: Control CPU usage
- Storage Limits: Manage storage usage
- Network Limits: Control bandwidth
Development Settings
Configure development and testing:Environment Settings
- Environment: Production
- Debug Mode: Disabled
- Log Level: Info
- Error Reporting: Enabled
Testing Configuration
- Test Agents: Isolated test environment
- Mock Integrations: Use mock services
- Performance Testing: Load testing tools
- A/B Testing: Feature flag management
Team Management
User Roles
Manage team access and permissions:Role Types
- Admin: Full system access
- Manager: Agent and analytics access
- Developer: API and integration access
- Viewer: Read-only access
Permission Matrix
- Agent Management: Create, edit, delete agents
- Analytics Access: View usage and performance data
- Billing Access: View and manage billing
- Settings Access: Modify system settings
Team Settings
Configure team collaboration:Collaboration Features
- Shared Agents: Agents accessible to team
- Comment System: Team communication
- Version Control: Track changes
- Approval Workflows: Multi-step approvals
Notification Settings
- Team Notifications: Team-wide alerts
- Assignment Alerts: Task assignments
- Update Notifications: Change notifications
- Mention Alerts: Direct mentions
Backup & Recovery
Backup Settings
Configure data backup and recovery:Backup Schedule
- Frequency: Daily backups
- Retention: 30 days
- Storage: Encrypted cloud storage
- Verification: Automated backup verification
Recovery Options
- Point-in-Time Recovery: Restore to specific time
- Selective Recovery: Restore specific data
- Full System Recovery: Complete system restore
- Test Recovery: Verify backup integrity
Disaster Recovery
Prepare for system failures:Recovery Procedures
- RTO (Recovery Time Objective): 4 hours
- RPO (Recovery Point Objective): 1 hour
- Backup Locations: Multiple geographic regions
- Failover Systems: Automatic failover
Security Settings
Manage security and access controls
Team Management
Add and manage team members