Settings
Overview of settings sections, role-based access, and navigation.
Settings
The Settings section lets you customize how Trochai works for your agency. Here you manage everything from the organization profile to lead assignment rules, the WhatsApp connection, and the AI bot.
How to access
In the sidebar, click Settings. The tabbed view opens with all available sections.
In production, settings live at settings.trochai.com. All organizations share this subdomain, but each one only sees its own data.
Available sections
| Section | Description | Page |
|---|---|---|
| Organization | Name, logo, brand color, timezone, and subdomain | Admin only |
| Team | Invite users, change roles, remove members | Admin only |
| WhatsApp Channel | Connect WhatsApp Business numbers, webhook, connection test, assignment rules | Admin only |
| Tags | Create, edit, and delete conversation tags | Admin only |
| AI Bot | Enable/disable the bot, FAQ context, custom instructions | Admin only |
| Support | Support tickets, bug reports, feature requests | Admin only |
| Billing | Current plan, usage, credit packs, invoices | Admin only |
| Profile | Name, photo, bio, public profile slug, Google Calendar | All roles |
| Preferences | Theme (light/dark), language, onboarding tour | All roles |
Role-based access
Trochai has three user roles. Settings access depends on the assigned role:
| Role | Settings access |
|---|---|
| Admin | Full access to all sections |
| Agent | Personal profile and preferences only |
| Viewer | Personal profile and preferences only |
If you are not an admin and try to access organization settings, you will see an "Access denied" message. Contact your administrator if you need to make changes.
Tab navigation
Settings sections are organized as horizontal tabs at the top of the page:
- Organization -- profile and branding
- Users -- team
- Channels -- WhatsApp and assignment rules
- Tags -- conversation organization
- Bot -- AI assistant
- Support -- support tickets
- Billing -- plan and usage
The Profile and Preferences pages are accessed from the user menu in the sidebar and do not require admin permissions.
Next step
Start by reviewing your organization settings to make sure the name, logo, and timezone are correct.