Setup

Setup

Tier access: STARTER GROWTH PLUS PREMIER — Available on all tiers. Some Setup items are tier-gated (see each page).

Overview

Setup is where you configure how your workspace works — your live-chat experience, connected channels, supported languages, and (on higher tiers) custom fields and CX Studio automation. It's the admin's configuration hub.

You reach it from Setup in the left navigation sidebar; it expands to the pages below.

In this section

Page

What it's for

Tier

Page

What it's for

Tier

Livechat Settings

Configure the web chat widget and live-chat behaviour.

All tiers

Channels

Connect and manage messaging channels (WebChat, WhatsApp, Messenger, Instagram, Email…).

All tiers (per-channel gating applies)

Studio

CX Studio — build automation flows, conditional logic and orchestration.

Plus & Premier