The Settings Module allows you to look at and manage your Space Settings. From here, you can also manage the channels that your Space is connected to as well as any integrations that you might have set up, or want to set up. You can also manage any existing users on your Space or invite new collaborators. If you are looking to manage the custom fields on your space, you can also do that from the Settings Module.
You can navigate to the Settings Module using the navigation menu on the left of the platform. Look for the icon that resembles gears.
The general Space Settings is the first section under the Settings Module.
The Space Name field shows the name of your Space. Note that it will only be used internally within the Rocketbots Platform. By default, it is set to the name that was chosen when your Space was first created.
This field represents the primary language that you use when communicating with your audience on your Space. Note that the Primary Language cannot be changed once the Space has been created.
Here you can customize how the Smart Replies feature of the Rocketbots Platform will behave on your Space.
Turning on the Automatic Smart Replies option will allow the Rocketbots Platform to automatically answer messages that you receive whenever the Smart Reply has a high enough confidence level.
If you have Automatic Smart Replies enabled, you can will be able to set the confidence threshold under this field. The Platform would automatically reply to messages if the Smart Reply has a confidence level that is above the threshold you have set.
A higher percentage threshold means that automated replies will need to meet a stricter level of confidence.
If Smart Replies Self-Learning is enabled, the Smart Reply AI will automatically update its dataset whenever you use Snippets. Whenever there is enough changes to the dataset, the Smart Reply AI will train itself based on your recent use of Snippets.
Under the Channel Settings section, you can see a list of existing channels that you have connected to your Space. From here, you can edit and manage these channels or add new ones.
To add a new channel to your existing Space, press the blue "Add Channel" button on the top of this section. For more information on adding new channels, you can take a look at the Messaging Channels page.
Next to each of your existing channels you will find a series of buttons.
Press the blue "Edit" button to make changes to any of your existing channels.
You will be able to make changes to the Channel Name, which is how the channel is referred to internally on the Rocketbots Platform. You will also be able to change the Greeting Message, which is an optional message that is shown to new contacts that first message you.
To delete an existing channel, press the icon on the left of the Edit button that resembles a trash can and follow the instructions on screen. Doing so will completely remove the channel from your Space, along with any contacts that are from the channel.
If your channel supports Scannable Codes, you can generate scannable codes by pressing the icon that resembles the focus lines on a camera. Pressing this button will open the Code Generator menu.
You may append an optional reference code to your scannable code by filling in the Add Reference field.
Once you are ready, press the blue "Download" button and select your desired pixel dimensions to download your scannable code.
If your channel supports the Chat Menu feature, you can create your own chat menu by pressing the icon that resembles several lines of options on a menu. Pressing this button will open the Chat Menu Creator.
Under the Chat Menu Creator, you can press the blue "Add Button" to start adding buttons to build your own chat menu.'
On Facebook Messenger, you can set up comment tracking for your Facebook Page or Ad campaign in order to convert users into messaging contacts.
Under the User Settings section, you can manage the users that have access to your Space. Depending on your access level, you can change the access levels of other users or even revoke their access to your Space. From here, you can also invite new collaborators to help you manage your Space.
To add a new collaborator to your Space, press the blue "Add User" button on the top of this section. This should open the Add User menu where you can send out invitations to new users to join your Space.
Enter the email address of the user that you wish to invite under the Email Address field. Next, select the desired Access Level of the new user.
Once you have filled out the fields, press on the blue "Add" button on the bottom left. An invitational email will be sent to the user's email address that you entered. To gain access to your Space, they must click on a link contained in this invitational email.
Here, you will be able to see the list of existing users that have been invited to help you manage your Space.
If they have accepted your invite to collaborate, their last time they were on your Space will be marked down. If they have not yet accepted your invitation, their email address will be marked as pending.
Press the blue "Edit" button to make changes to any of your existing users on your Space. This will open up the Edit User menu.
Here, you will be able to see the user's email address under the Email Address field. You also have the option to adjust the user's Access Level.
Once you are done, press the blue "Edit" button to save any changes that you made.
To revoke a user's access to your Space, press their respective Revoke Access button. This will open up the Revoke Access menu.
Revoking a user's access will remove them from your Space. By default, any contacts that were previously assigned to this user will be marked as unassigned. If you want these contacts to be assigned to another user, you can enable the checkbox option and select a user to assign contacts to from a dropdown menu.
Once you are ready, press the blue "Revoke" button at the bottom left to revoke this user's access to your Space.
Under the Integrations section, you can manage all of the available integrations.
Press the blue "Connect" button if you wish to start connecting to any of the integrations below. If you wish to disconnect any active integrations, press the grey "Disconnect" button instead.
Under the Custom Fields section, you can manage the existing custom fields on your Space as well as create new custom fields.
To add a new custom field to your Space, press the blue "Add Field" button on the top of this section. This should open the Add Custom Field menu where you can create your new custom field.
First, enter a name and optional description for your new custom field under their respective fields. Next, select the value type that the custom field will accept from the dropdown menu under Type.
Finally, you may elect to set a default value. This value will be automatically assigned to all new contacts. To do this, enable the default value checkbox and enter your desired default value in the following field.
Once you are ready, press the blue "Add" button on the bottom right of the menu to add your new custom field.
Here, you will be able to see the list of all the existing custom fields that have been created on your Space.
To manage your custom fields, select the More Actions button that resembles three vertical dots to open up a dropdown menu.
From the More Actions dropdown menu of the custom field that you want to edit, select the "Edit" option. This should open up the Edit Custom Field menu.
Here, you can edit the Name and Description of the custom field that you selected by editing their respective fields. You can also change the default value options from here.
Once you are done editing, press the blue "Update" button on the bottom right of the menu to update the custom field with your changes.
To delete a custom field, open up the More Actions dropdown menu of the Custom Field that you wish to remove. From there, select the "Delete" option to delete the custom field.
Deleting a custom field will completely remove it from your Space. Any data under this custom field will also be deleted permanently.
The Away Message Section allow you to set an away message.
This function is designed to be activated when Platform Users are not available to answer messages from contacts.
To completely delete your Space, scroll down to the bottom of the Settings Module to the Danger Zone section.
Under the Danger Zone section, you can find the Delete Space where you can delete your Space. Press the red "Delete" button to delete your space.
Doing so will permanently destroy all of your contacts, channels, fields, and any another other data associated with your Space.