Settings reference.
Quick reference for every setting in the Sales Assistant. The assistant’s own settings live in the consolidated Settings hub (top nav) under Settings → Sales Assistant. A few cross-product settings live in other hub sections and are called out separately. (The Knowledge Base stays a tab on the assistant dashboard.)
Widget configuration card (Settings → Sales Assistant)
| Field | Notes |
|---|---|
| Company name | Used in prompts as {companyName} |
| Opening greeting | First message visitors see |
| Tone description | 1-sentence style anchor |
| Ideal Customer Profile | Free-form, 2000-char soft cap (the most important field) |
| Products & services | Free-form, ~4000 char — what the bot quotes about your offerings and pricing |
| Qualifying questions | One per line, 3–5 recommended |
| Booking score threshold | Slider 30–90, default 60 |
| Calendly connection | Connect button or event-type dropdown; shows a “Connected” badge once linked |
| Widget color | Colour picker (6-digit hex), default #0D2D6B. The picker UI lives in the Embed your widget card above; persisted via Save configuration here. |
| Bubble icon / Chat avatar | Glyphs for the floating bubble (default 💬) and chat header (default 🤖) |
See Greeting, tone & qualifying questions, Defining your Ideal Customer, and The booking threshold for usage guidance.
Knowledge Base card (Assistant dashboard → Knowledge Base tab)
| Method | Notes |
|---|---|
| Add a manual entry | Title + content + category |
| Bulk Import | CSV / XLS / XLSX, 200 rows max |
| Add a Source | URL / PDF / Word / MD ingestion (power user) |
See Knowledge base & document ingestion.
Embed your widget card (Settings → Sales Assistant)
| Field | Notes |
|---|---|
<script> snippet | Contains your data-business-id; auto-emits data-primary-color when the Widget color is non-default |
| Widget color picker | Updates the snippet immediately; does not change live widgets until you re-paste the snippet on your site |
See Embedding the widget and Theming & branding.
Cross-product settings (elsewhere in Settings)
These settings live in other sections of the Settings hub — they apply to every Tenlo product, not just the Sales Assistant.
| Setting | Where |
|---|---|
| Notifications (Slack/Teams/email) | Settings → Notifications |
| HubSpot / Pipedrive | Settings → Integrations |
| Widget color (per-embed override) | Via data-primary-color on the embed snippet |
The Email notification channel is auto-created against your account owner address the first time you open Notifications. To silence email alerts, toggle off the email row in the subscription grid — deleting the email channel itself isn’t supported. See Notifications.