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Settings Overview
The Settings area gives you full control over how your OmniBots workspace operates. From here you can manage your workspace profile, control who has access and what they can do, connect external services, and configure language support for your bots.
What You Can Configure
Settings are organized into several sections, each covering a distinct area of your workspace configuration.
| Section | What It Controls |
|---|---|
| Workspace | Name, branding, timezone, session timeout, data retention, API keys |
| Users & Roles | Team members, role assignments, permissions, SSO configuration |
| Integrations | AI models, storage providers, CCaaS platforms, push notifications |
| Languages | Enabled languages, default language, RTL support, translation cache |
Workspace Settings
Workspace settings define the identity and default behavior of your tenant. You can set your workspace name and logo, choose a default timezone and language, configure session timeouts, and manage data retention policies. This is also where you generate and rotate API keys for programmatic access.
See Workspace Settings for details.
Users & Roles
Control who can access your workspace and what they are allowed to do. OmniBots includes three built-in roles -- Admin, Editor, and Viewer -- and supports creating custom roles with granular permissions. You can invite new users by email, assign roles, and configure Single Sign-On through Google or Azure AD.
See Users & Roles for details.
Integrations
Integrations connect your workspace to external services that power bot capabilities. There are four categories:
- AI Models -- Anthropic (Claude), OpenAI (GPT), and Google Vertex AI (Gemini) for LLM-powered responses.
- Storage Providers -- SharePoint, Google Drive, S3, Dropbox, OneDrive, Box, and Azure Blob for Knowledge Base document sources.
- CCaaS Platforms -- Genesys Cloud, Amazon Connect, 8x8, and Google CCAI for live agent handoff.
- Push Notifications -- FCM, APNs, and Web Push for proactive messaging.
See Integrations Overview for details.
Language Configuration
OmniBots ships with 24 built-in languages and supports right-to-left (RTL) scripts for Arabic, Hebrew, Farsi, and Urdu. You can enable or disable languages per workspace, set a default language, and control how the chat widget detects the user's preferred language.
See Language Configuration for details.
Navigating Settings
To access Settings, click the gear icon in the left sidebar or select Settings from the navigation menu. Each settings section is accessible from the tabs across the top of the Settings page.
Settings page navigation layout showing tabbed sections for Workspace, Users and Roles, Integrations, and Languages across the top of the page
TIP
Changes to most settings take effect immediately. Integration changes may require you to re-test the connection before they are applied to active bots.
Who Can Access Settings
Access to settings is controlled by your role:
| Role | Workspace | Users & Roles | Integrations | Languages |
|---|---|---|---|---|
| Admin | Full access | Full access | Full access | Full access |
| Editor | View only | View only | View only | View only |
| Viewer | No access | No access | No access | No access |
WARNING
Only users with the Admin role can modify settings. If you need to make changes and lack access, contact your workspace administrator.
Next Steps
- Configure your workspace to set up branding and defaults
- Invite your team and assign appropriate roles
- Connect AI models so your bots can generate responses
- Enable languages to support multilingual conversations