Skip to main content

Project Settings Overview

The Project Settings in DigiSquares let you configure every aspect of your chatbot—from its initial welcome message and channel integrations to deployment stages, user permissions, authentication, and visual themes. Use this guide to understand each tab in the settings panel and how to apply the available options effectively.

Example Chart Visualizations​

Here are some example visualizations created using Digisquares:

General​

On the General tab you can configure your chatbot’s core messaging settings for both Development and Production:

  • Environment Toggle: Switch between Development and Production modes.
  • Welcome Message: Rich-text editor where you enter instructions or greetings.
  • Expandable Sections:
    • Theme: Override global theme settings per environment.
    • Message Options: Adjust formatting defaults, timeouts, and other message-level preferences.
    • Suggestions: Configure suggested replies or actions.
    • Footer: Add footer text or links.

Channel​

Choose which channels your bot will be available on:

ChannelDescription
WebEmbed a chat widget for seamless browser-based interactions.
SlackIntegrate directly with your Slack workspace.
MessengerConnect via Facebook Messenger.
WhatsAppLink the bot to a WhatsApp Business account.

Click Next after selecting one or more channels to continue setup.

Support Configuration​

1.Email Settings:​

establish SMTP server connections for system notifications and alerts. Required credentials include host address, port number, and authentication details.

  • SMTP Host: [Your SMTP server address]
  • SMTP Port: [Your SMTP port]
  • SMTP User: [Your SMTP username]
  • SMTP Password: [Your SMTP password]

2.Slack Integration:​

enables team communication through configured workspace channels. Both services require valid API keys and proper network access to function.

  • Slack Sign-In Key: [Your Slack sign-in key]
  • Bot Key: [Your Slack bot key]
  • Slack Channel: [Your Slack channel name]

Click Save to apply changes.

Environment​

This section displays fundamental project metadata and access information. Version tracking helps manage release cycles while status indicators show current development phase. The access URL provides the direct entry point to the live environment. All fields are automatically generated but can be manually adjusted.

  • Production

  • Development

    • Version label
    • Deploy Changes button to push updates to the dev environment
    • Promote to Testing action
    • Roll back link to revert to a previous build

Each stage shows creation date, status, and relevant action buttons.

Project User​

Control project access through granular user permission settings. Assign custom roles to tailor functionality access for different team members. Feature toggles allow enabling/disabling specific capabilities per project needs. This ensures proper security while maintaining workflow flexibility.

  • Table Columns: User, Email, Position, Created By
  • New Project User button to send invitations

Project Role​

Define custom roles and assign permissions:

  • Table Columns: Role, Users, Status, Created By
  • Add Roles button to create or assign new roles

Project Feature​

Toggle feature flags or enable experimental modules:

  • Table Columns: Name, Description, Created By
  • New Feature button to add or update a feature flag

Authentication​

Control API access tokens and social login options:

  • ApiKey: Auto-generated token for HTTP API access
    • Generate button to rotate or create a new key
  • Expiration dropdown (e.g. Never, 1 day, 7 days)
  • Access Type dropdown (e.g. Anonymous, User)
  • Authentication dropdown (Production only)
  • Social Providers (toggle on/off):
    • Google, Facebook, LinkedIn, GitHub, Twitter, Apple

Click Save to lock in authentication settings.

Copilot Dashboard​

Track your chatbot’s performance across three views:

  1. Overview
    • Metrics Cards:
      • Unique Traffic
      • Total Interactions
      • Avg Messages/Chat
      • Avg Time/Chat
    • Conversation Graph: Daily successful conversations plot
  2. Adoption
    • Metrics: Unique Traffic, Active Companies, Total Events, Avg Occurrences/User
    • Line Chart: Events, Users, Companies over time
  3. Impact
    • Metrics: Business Value Generated, Hours Saved, Cost Saved, CSAT, Avg Duration, Engagement %, Conversion %, Abandonment %
    • Bar Charts: Conversations vs. Contacts over time

Use the date and filter controls at top to narrow your analysis.

Themes​

Customize the look and feel of your chat interface:

  • Theme Presets: Default, Document, Dark, V4 Theme
  • Primary Color: Hex color picker for your brand’s accent
  • Border Radius: Slider control (e.g. 6 px) to adjust corner rounding
  • Add button to create a new theme variant

Click Save to apply your theme across the project.

Conclusion​

The Project Settings section in DigiSquares allows efficient configuration and integration management. Key features like User Management, Support Configuration and Themes offer flexibility and control. Customization options for appearance and branding ensure a consistent identity. Security features ensure safe collaboration through proper authentication and permission management. Configuring and testing in staging environments enhances performance and security. This section provides essential tools for managing both simple workflows and complex applications.