Site Settings

Understand the workspace

• The status strip shows product type, public URL, publish or install state, and Messages readiness.
• Usage pills show plan consumption and site attribution when available.
• The right rail shows launch gates and the number currently ready.
• Open site or Open Pages checks the public destination.
• Clone site creates a staging copy. Save writes pending settings changes.

Brand

• Choose the accent used by the C+ mark, launcher border, and active widget controls.
• Use the Concierge mark, an eligible client logo, or a text fallback.
• Upload supported logo files and confirm the preview remains legible.
• Client-logo availability can depend on the active plan.

Branding attribution

Choose Powered by Concierge, Subtle, or an eligible Hidden/white-label treatment. Confirm plan access before promising white-label delivery.

Launcher and visitor actions

• Control the visitor entry point and launcher presentation.
• Enable only the actions the team can support: chat, specialist, call, SMS, ticket, recommendation, and guide.
• For tickets, configure submit and success copy plus text, email, phone, and long-answer fields.
• Mark required fields carefully and test the completed form in Preview.

Behavior and Quick Find

• Enable a proactive greeting and configure its timing, unread lifetime, and repeat rule.
• Choose whether the launcher shows an unread badge or flashes the browser tab.
• Add, remove, and drag Quick Find topics into the order visitors should see.
• Keep topic labels short and point them toward useful pricing, promotion, service, contact, FAQ, or demo paths.

Promotion

• Show or hide a featured offer in normal widget navigation.
• Set headline, badge, title, description, expiry copy, image, primary CTA, and a secondary deals link.
• Use a current image and truthful dates, prices, eligibility, and availability.
• Turning the promotion off does not delete its saved configuration.

Video

• Show an overview video inside the widget using YouTube, Vimeo, MP4, or WebM.
• Set title, description, poster, CTA label, and destination.
• Adjust CTA background, text, border, and corner radius while maintaining readable contrast.
• Test playback, mobile sizing, sound expectations, and the CTA destination.

Marketing Trigger

• Automatically reveal a configured Promotion or Video after a delay, scroll depth, or matching click selector.
• Choose once per visit, once per page, or every matching event.
• Autoplay applies only to the triggered video experience.
• Keep the trigger disabled until its content and condition have been tested on the public page.

Voice

• Voice appears only when the plan includes it, learning is approved, and monthly minutes remain.
• Choose voice, tone, greeting, and preview text.
• Define what Voice may discuss and topics it must not discuss.
• Use escalation language that asks for confirmation before opening the next route.
• Choose specialist, call, SMS, email, or Taskologic handoff plus the correct phone region.
• Enable fallback capture only when the team is prepared to follow up.

Insights

Enable visitor signal tracking when the business is ready to review activity and the legal disclosures match the deployed experience. Disabling Insights stops new signal collection for this site; it does not automatically rewrite retention policy.

Domains

• Add a business-owned Pages domain.
• Copy the required DNS records and verify ownership.
• Check DNS, hosting, database mapping, and publishing status.
• Make a verified domain primary only after it serves the correct Pages site.
• Remove stale mappings carefully so live traffic is not interrupted.

Team

• Invite members using the correct account or site scope.
• Apply an access preset and review Messages, Routing, Preview, Insights, Site Settings, Pages, Billing, and Team permissions.
• Billing is protected owner access.
• Suspend, reactivate, remove, or revoke access when responsibilities change.

Publishing and lifecycle

• Review the public URL and current launch readiness.
• Pages sites distinguish saved drafts from published content.
• Agent sites show installation state and the route back to install guidance.
• Rerun an existing site when the source website needs to be learned again.
• Clone the site when testing the same configuration on staging.

Save and verify

1. Save the settings.
2. Open Preview and test the affected action.
3. Open the public site in a private browser session.
4. Confirm mobile layout, contrast, trigger timing, routing, and Messages behavior.
5. Check usage and launch readiness again before treating the change as complete.