Account Settings
Accessing settings
Section titled “Accessing settings”Click Settings in the left sidebar of the dashboard. Settings are organized into tabs.
Account
Section titled “Account”Manage your personal and team details:
- Profile — name, email, profile photo
- Password — change your login password
- Team members — invite teammates, assign roles (Admin, Agent, Viewer)
- Notifications — email alerts for new messages, missed chats, and billing events
Team roles
Section titled “Team roles”| Role | Permissions |
|---|---|
| Admin | Full access — settings, billing, AI config, conversations |
| Agent | Conversations, contacts, catalog (read-only on settings) |
| Viewer | Read-only access to conversations and analytics |
Connect and manage your WhatsApp Business numbers:
- Connect number — link a new WhatsApp Business API number via Meta Business Platform
- Connection status — green = connected, red = disconnected
- Message templates — pre-approved templates for outbound messages (reorder reminders, promotions)
- Business hours — set hours when AI responds vs. routes to a human
Integrations
Section titled “Integrations”Connect external tools to sync data with ChatAgent:
| Integration | What it does |
|---|---|
| Shopify | Sync products, orders, and customer data |
| Tokopedia | Sync catalog and orders from your Tokopedia store |
| Shopee | Sync catalog and orders from your Shopee store |
| GoPay | Accept GoPay payments in WhatsApp |
| Xendit | Accept Xendit payments in WhatsApp |
| Custom API | Build your own integrations with the ChatAgent API |
To connect an integration:
- Go to Settings → Integrations
- Click the integration you want to connect
- Follow the authentication prompts
- Verify the connection status shows green
Billing
Section titled “Billing”View and manage your subscription:
- Current plan — see your active plan and features
- Usage — conversations used this billing cycle
- Upgrade/downgrade — change plans at any time
- Payment method — add or update credit card
- Invoices — download past invoices
Available plans
Section titled “Available plans”| Plan | Price | Conversations/mo | Key features |
|---|---|---|---|
| Free | $0 | Limited | AI auto-reply, basic catalog |
| Starter | $39/mo | 500 | Full AI agents, repeat orders, 1 number |
| Growth | $99/mo | 2,000 | Everything in Starter + analytics, 2 numbers |
| Business | $249/mo | 10,000 | Everything in Growth + priority support, 5 numbers |
| Enterprise | Custom | Unlimited | Custom setup, SLA, dedicated support |
Add-ons
Section titled “Add-ons”- CRM Integration: $149/mo
- Website Live Chat Widget: $49/mo
- Dedicated API Server: $149/mo
- Extra WhatsApp Number: $29/mo
- Extra User Seat: $15/mo
API access
Section titled “API access”For custom integrations and automations:
- Go to Settings → API
- Generate an API key
- Use the key to authenticate requests to the ChatAgent API
See the Integrations page for API documentation and examples.