Manage

Documents

Console

Document	Summary
Persona and casting	Describes the "Connect agent" screen, where you connect the agent you cast to your site, and the "My Persona" screen, where you edit the applied agent's name, greeting, tone and instructions.
Knowledge management	Describes the "Knowledge" screen, where you register the knowledge the agent uses in replies, check collection progress, and collect again or delete sources.
Widget settings	Describes the screen for changing the widget's features and language, copying the install code, and managing widget keys.
Token usage	Describes the screen for checking tokens left, usage against the limit, and the remaining plan tokens.
Membership and billing	Describes the payment settings screen for changing plans, cancelling and resuming a subscription, registering a payment card, and viewing payment history and receipts.
Manager management	Describes the screen for inviting team members as Editors or Viewers and changing their roles, and what each role can do.
My account	Describes the My account screen, where you change your nickname, notification preference and password, and check your account status and the list of screens.

Document	Summary
Conversation history (Shopify)	Describes how to read conversations between visitors and the assistant in the "Conversations" tab of the Shopify app admin.