Project settings
Dashboard → project is where you set the widget’s look and behavior, and manage the team.
#Widget design
On the Widget settings tab, change the brand color, position (right/left), button size, and welcome message. Saving applies it to installed sites immediately. Basic and above can remove the “Powered by Cliptalk” line as an add-on (included on Premium).
#Pre-chat and offline forms
The pre-chat form on the Pre-chat form tab collects name, email, and similar fields before a conversation starts. If you pass a signed-in customer, those fields are filled in and skipped.
The form on the Offline form tab lets visitors leave a message when no agent is available. Messages show up in the console and by email. If the AI bot is on, it still answers while you are offline.
#Business hours
On the Business hours tab, set hours by weekday and holidays. Outside those hours the widget shows a notice, and the AI bot tells the customer that an agent will reply during business hours.
#Team and roles
| Role | Can do |
|---|---|
Owner | All settings, billing and plans, delete the project |
Admin | Widget, AI bot, and team settings, plus conversations |
Agent | Conversations and their own profile |
#Scenario chatbot
A button-driven flow (for example “Shipping question → enter order number → connect an agent”). Use it when you are not using the AI bot, or when you want a fixed path only. It is an add-on on Basic and included on Premium and above.