Web Settings
Web Settings is the settings panel of a flow. It holds the flow's own information (name, alias, description), its import and export, and everything that decides how the flow looks when a customer opens it on the web: colors, logo, avatar, sidebar and welcome screen.
This page is the reference for each field. What the customer actually sees, and how conversations are kept between visits, is described in Customer Portal.
Opening the Panel
In the flow editor, click the gear button in the top bar, next to Versions. The panel opens on the right with four tabs: General, Appearance, Sidebar and Welcome.
Each tab saves on its own: Save stores what you changed in the tab you are on, and Cancel closes the panel.
The Theme Is Shared
The default theme lives in the Web connector, and every flow in your organization shares it (see Channel Connectors). A banner at the top of the panel says so. What you set in the Appearance, Sidebar and Welcome tabs applies only to this flow.
A field you leave empty is inherited: it is marked Inherited from the connector (or its placeholder reads Leave empty to inherit from the connector), it uses the connector's value, and it keeps following that value if someone changes the connector's theme later. A field you fill overrides the connector for this flow.
- Reset, next to each field, clears the flow's own value so the field inherits again.
- Reset all, in the banner, puts the whole flow back on the connector's theme: every field inherits again, and wherever the connector has no value either, the platform's default applies. The flow's own logo and avatar are discarded. It cannot be undone, which is why it asks for confirmation.
The Edit the default theme link takes you to the Web connector, where the shared theme is edited.
General
Basic Configuration
| Field | Description |
|---|---|
| Name | The flow's name in the Hub. Required |
| Version | The flow's current version. Read-only |
| Alias | The identifier in the flow's web address. Required. Only letters, numbers and single hyphens; it cannot start or end with a hyphen, and cannot have two in a row (--). Valid: onboarding-v2. Invalid: -my-flow-, my--flow |
| Description | Optional. A note about what the flow is for |
| Chat title | The name shown in the chat header, up to 60 characters. Left empty, it uses the connector's name |
The alias is part of the flow's address, so changing it changes the address: a link shared with the old alias stops opening this flow.
Advanced Settings
- Export flow downloads a JSON file with the flow's configuration, nodes, connections and variables.
- Import flow loads a flow exported earlier. It replaces every node, connection and variable of the current flow, so it asks for confirmation first.
See Import & Export for the details.
Appearance
| Field | Description |
|---|---|
| Main color | The color that drives the whole theme: buttons, header and highlights |
| Talk to a human agent | Shows the option to ask for an agent in the web chat menu |
| Remember the conversation when the visitor returns | When on, a visitor who closes the tab and comes back returns to the same conversation. When off, closing the tab forgets the conversation and the next visit starts from scratch. See Sessions and Cookies |
| Phone country code | The prefix the portal's phone fields start with. While inherited, it shows the connector's code |
| Logo | Shown on the start screen, in the chat header and in the wizard sidebar |
| Chat avatar | The small image next to the bot's messages |
For the logo and the avatar, Upload own adds an image for this flow (PNG or JPG, up to 2 MB) and Replace changes it. Until you upload one, the flow shows the connector's.
A preview of the chat, with the avatar, a sample message and the main color applied, updates as you change the fields.
The Remember the conversation when the visitor returns option decides what happens between visits. To end a conversation for good at a specific point of the flow, for example so the same customer can place a second order from scratch, use the Restart the web conversation on close option of the Close Conversation node.
Sidebar
The sidebar is the side panel of the portal's wizard mode.
| Field | Description |
|---|---|
| Title | The heading of the sidebar |
| Content | The text under the heading |
Leave them empty to use the connector's.
Welcome
The welcome screen is what the customer sees before the conversation starts.
| Field | Description |
|---|---|
| Title | The heading of the screen |
| Welcome Paragraph | The text under the heading |
| Button Text | The text of the button that starts the conversation |
| Background color | The background color of the screen |
| Background pattern | A pattern drawn over the background color |
Empty fields use the connector's values. A preview of the welcome screen shows the result, combining what the flow sets with what it inherits.
Things to Know
Most flows should inherit. A field set on the flow stops following the connector. If every flow repeats the same logo or color, set it once on the connector and use Reset all on the flows, so the next brand change only has to be made in one place.
The preview is an approximation. It shows the fields as set, but to see the exact result, open the flow on the web. See Customer Portal.