Settings
Platform Settings: Customizing Your ReadyChatAI Environment
The Settings section in ReadyChatAI is organized into four separate pages, each accessible from the sidebar under the Settings category:
- Business Info — Core business details used by your AI bot
- User Management — Team members, roles, and schedules
- Billing — Subscription plans, payment methods, and invoices
- Personal — Your user profile, notifications, and active devices
Business Info
The Business Info page holds the foundational details about your company. Your ReadyChatAI bot uses this information to answer customer questions, populate contact details, and ensure accurate representation across communications.
Path: Settings > Business Info
The Business Info page where you configure your company details.
Here you can review and update the following key details:
- Business Name: The official registered name of your business.
- Business Email Address: The primary email contact for your business.
- Anything About My Business: A free-text field where you provide a description of your business. This information is vital for the AI to understand your company's nature, services, and unique selling propositions. Be as descriptive as possible.
- Business Address: The physical address of your business, including Address 1, Address 2 (optional), Town/City, State/Province, Postal Code/PLZ, and Country.
- Contact Number: Your primary business phone number with country code selector.
- Business Website: The official URL of your company's website.
- Time Zone: Select the time zone for your business operations.
- Currency: The currency used for pricing and transactions.
Email Notifications:
- Email me when there are unanswered questions — Toggle to receive email alerts when the bot encounters questions it cannot answer.
Business Hours:
- Configure availability for each day of the week (Monday through Sunday)
- Set opening and closing times per day
- Toggle individual days on or off
- Disabled days appear grayed out
Pro Tip: The "Anything About My Business" field directly impacts the quality of AI responses. Include your services, target audience, key differentiators, and anything you want your bot to know when answering customer questions.
Click Update to apply any changes.
User Management
The User Management page provides tools for managing your team within ReadyChatAI, including adding team members, assigning roles, and configuring schedules.
Path: Settings > User Management
The User Management page showing your team members.
Users Table
View all team members at a glance:
| Column | Description |
|---|---|
| Username | The user's username |
| Name | User's full name |
| Phone Number | Contact phone number |
| Login email | |
| Role | Assigned role (Admin, Escalation Agent, etc.) |
| Status | Active or Inactive |
| Action | Menu button to edit or manage the user |
Adding a New User
- Click "Add New Users"
- Fill in required information:
Personal Details:
- First Name and Last Name
- Email Address
- Phone Number
- Username
- Password (temporary)
Role Assignment:
- Select the appropriate role from the dropdown
- Roles determine access permissions
Language & Regional:
- Preferred language
- Timezone
Editing User Details
- Click Edit on the user row
- Modify any details as needed
- Click Save Changes
User Schedule & Availability
Configure when team members are available for escalations and assignments:
- Weekly Hours Calendar — Visual calendar showing availability
- Day-by-Day Control — Set start and end times, toggle availability per day
- Calendar View — See the full week at a glance
- List View — Detailed breakdown by day
User Roles and Permissions
| Role | Description |
|---|---|
| Administrator | Full access to all settings, can manage users, billing, and all features |
| Agent | Can handle conversations and escalations, limited settings access |
Deactivating vs. Deleting Users
- Deactivate: User cannot log in, but data and history are preserved. Can be reactivated later.
- Delete: Permanently removes the user. Cannot be undone.
Billing
The Billing page allows you to manage your subscription plan, view your payment method, track message usage, and access your invoice history.
Path: Settings > Billing
The Billing page showing your current plan and usage.
Current Plan
Your current plan details include:
- Plan Name: Free, Standard, Pro, or Enterprise
- Monthly Cost: The price you pay per month
- Message Limit: Total AI messages included in your plan
Message Limits by Plan:
| Plan | Message Limit |
|---|---|
| Free | 100 messages/month |
| Standard | 750 messages/month |
| Pro | 2,000 messages/month |
| Enterprise | Custom |
A visual progress bar shows your current message consumption.
Payment Method:
Your stored payment method is displayed:
- Card network (Visa, Mastercard, etc.)
- Last 4 digits
- Expiration date
Upgrading Your Plan
Click "Upgrade Plan" to explore available subscription options.
Billing Frequency:
- Monthly: Pay month-to-month with flexibility
- Annually: Save with annual billing
Checkout Process:
- Select your desired plan
- Choose billing frequency (monthly/annually)
- Click "Upgrade Now" or "Get Started"
- Complete payment through Stripe's secure checkout
- Return to ReadyChatAI with your new plan active
Billing History
Each invoice entry displays:
- Plan Name: The subscription plan for that period
- Billing Period: Start and end dates
- Amount Billed: Total charge for the period
- Payment Method: Card used for the transaction
Click "Download" on any invoice to save or print for your records.
Personal
The Personal page allows you to manage your individual user profile. It is organized into three tabs: User Account, Notifications, and Active Devices.
Path: Settings > Personal
User Account
The User Account tab where you manage your profile and security settings.
Personal Details:
- Profile Picture — Upload or change your profile photo (Max size: 5MB, Formats: JPG, JPEG, PNG, GIF, WEBP, Min dimensions: 400x400)
- First Name and Last Name
- Email Address — Your login email (may require verification to change)
- Time Zone — Set your local timezone for accurate scheduling
- Promo Code — Enter a promotional code if you have one
- Language — Choose your preferred interface language
Security Settings:
- Change Password — Update your account password
Notifications
The Notifications tab where you control your alert preferences.
Control which notifications you receive. The page displays a grid with two columns: Notification Type and Action (toggle switch).
| Notification Type | Description |
|---|---|
| Orders | Alerts when new orders are placed |
| Questions | Alerts when customers ask unanswered questions |
| Token Expiration | Alerts when social media tokens need renewal |
| New Messages | Alerts when new customer messages arrive |
| Account Issues | Alerts about account-related problems |
| Message Limits | Alerts when approaching or reaching message quotas |
| Escalations | Alerts when conversations are escalated to human agents |
| File Processing | Alerts when file imports or processing tasks complete |
| Sales Leads | Alerts when new sales leads are identified |
| Scraper Completed | Alerts when a web scraping session finishes successfully |
| Scraper Failed | Alerts when a web scraping session encounters an error |
Toggle each notification type on or off based on your preferences.
Active Devices
The Active Devices tab showing sessions logged into your account.
Monitor and manage devices logged into your account:
Device Information Displayed:
- Device type (Desktop, Mobile, Tablet)
- Operating System and Browser
- IP Address
- Location (City, Region, Country)
- Last access date
- Session expiration
Security Features:
- View all active sessions
- Identify unfamiliar devices
- Log out remotely from specific devices
Security Tip: Regularly review active devices and log out any sessions you don't recognize to protect your account.
Additional Settings Pages
Delete Account
If you need to delete your account:
- Navigate to your profile settings
- Select the delete account option
- A confirmation email will be sent to your registered email
- You have 3 days to confirm the deletion
- After confirmation, the deletion is irreversible
Warning: Deleting your account permanently removes all data, including conversations, orders, products, and connected channels.
Best Practices
Account Security
- Use strong, unique passwords
- Regularly review active devices
- Keep notification preferences updated
Team Management
- Assign appropriate roles based on responsibilities
- Keep user schedules updated
- Deactivate users promptly when they leave
Business Information
- Update business info whenever details change
- Provide comprehensive business descriptions for better AI responses
- Keep contact information current