The ChatFlint menu has five items, and every setting in the plugin sits in a tab inside one of them. If you know what the setting is called, type it into the search box at the top of this sidebar. If you only know roughly what you want to change, the tables below are the map.
Older guides and videos mention screens called Analytics and Behavior. Those are the Dashboard and Settings → AI Behavior now. The old Analytics URL still works and redirects.
Settings
Eight tabs. This is where everything that is not appearance lives.
| Tab | What you set there | Explained in |
|---|---|---|
| General & AI | Chat provider and API key, automatic failover, chat model, embedding provider and model, re-embed the knowledge base, system prompt, show sources, RAG debug mode, knowledge-gap detection | Connect an AI provider, Choose an embedding provider |
| Knowledge & Sync | WooCommerce sync, Supabase URL and service key, daily freshness check, scheduled re-crawl, sync to Supabase | Sync your WordPress content, Crawl a website |
| AI Behavior | Persona and tone, answer voice, stay on topic and strictness, website guide, Business Facts, reply in the visitor’s language, reply language, cross-language search, knowledge base language, canned responses, conversation ratings | Persona and answer voice, Keep it on topic, Business facts |
| Leads & Support | Lead capture and when to ask, form fields and text, notification email, human handoff, the “Talk to Human” button, auto-trigger conditions, response timeout, Telegram and email alerts, business hours and the offline message | Capture leads, Set up human handoff, Notifications |
| Privacy & Data | AI disclosure and its wording, privacy contact email, generated privacy text, consent notice and text, privacy policy URL, data retention, remove all data on delete | The privacy kit, Deletion and retention |
| Integrations | WhatsApp phone number ID, access token, verify token, app secret, and the webhook URL to paste into Meta | |
| Pricing & Limits | Answer cache and its lifetime, clear the cache, maximum answer length, answer depth, rate limiting per window and per day, the global daily cap, token pricing overrides | The answer cache, Answer length, Rate limits and spam |
| Import / Export | Download every setting as a file, and load one from another site. Secrets are never included | Move settings between sites |
Design
Five tabs, with a live preview beside them: every change here shows in the panel before you save.
| Tab | What you set there | Explained in |
|---|---|---|
| Theme & Colors | Theme preset, accent color, header color and fill, subtitle text, avatar or logo image, bot and visitor bubble colors, corner roundness, text size | Theme the widget |
| Placement & Visibility | Show the chat widget on the site (the master switch), where to show it: all pages, only chosen pages, or URL patterns | Put the chat on your site, Where and when it appears |
| Launcher & Window | Position on screen, button style, shape, icon, size, mobile auto-hide and full-screen, open animation, pulse, chat window width and height, z-index | Theme the widget |
| Widgets | Home screen, shopping assistant, message avatars, the “Powered by” credit, quick replies, proactive teasers, attachments — each a card you switch on and then configure | Home screen and teasers |
| Content & Text | Chatbot name, welcome message, and whether the greeting varies by time of day | Home screen and teasers |
Knowledge
| Tab | What you do there | Explained in |
|---|---|---|
| Add & Sources | Add knowledge from WordPress content, a URL, a sitemap, PDF and Word files, question-and-answer pairs, or typed text — and see every source already indexed | Sync your WordPress content, Upload PDFs and Word files, Write Q&A pairs |
| Entries | Every chunk the bot can quote, grouped by the page it came from. Read one, edit it, mark it official or background, delete it | Check what the bot learned, Official information vs background articles |
| Tools | Duplicate and overlap detection, clear the query cache, and the scoped knowledge base reset | Reset the knowledge base |
Inbox
One screen for everything a person might be waiting on, with a badge in the menu when something is. Conversations and their transcripts, live handoff chats, captured leads, and erasure requests.
| Section | What it holds | Explained in |
|---|---|---|
| Conversations | Every chat, searchable, with tags and private notes | The handoff inbox |
| Handoff | Chats waiting for a human, and the live reply window | The handoff inbox |
| Leads | Contact details the form captured, exportable as CSV | Capture leads |
| Data requests | Erasure requests from visitors, waiting for your approval | Deletion requests and retention |
Dashboard
The landing screen: the setup checklist while you are still setting up, then the numbers. Conversations, messages, ratings, the most-asked topics, how conversations ended, spend per model, and the shopping funnel if you sell.
| Panel | What it answers | Explained in |
|---|---|---|
| Totals and daily chart | How much is it being used | Dashboard and what the numbers mean |
| Most-asked topics | What do people actually want | Question topics and outcomes |
| Resolution outcomes | How did those conversations end | Question topics and outcomes |
| Usage & cost | What is this costing me | Token usage and cost |
| Conversation ratings | Are the answers any good | Ratings and feedback |
| Shopping assistant | Did the chat sell anything | The shopping assistant |
Screens without a menu item
Three screens are reached from links on the Dashboard rather than from the menu.
| Screen | What it is for | Explained in |
|---|---|---|
| System Health | The first place to look when something seems wrong: keys, tables, cron, the knowledge base, the update channel | System Health |
| Knowledge Gaps | Questions the bot could not answer, with a button that turns one into a knowledge entry | Unanswered questions |
| Help & Docs | Links back into this documentation from inside the admin |
The ones people hunt for
These come up again and again, and none of them are where people first look.
| You want to… | Go to |
|---|---|
| Hide or show the chat entirely | Design → Placement & Visibility → Show the chat widget on the site |
| Show it on some pages only | Design → Placement & Visibility → Where to show |
| Put it above or below another element | Design → Launcher & Window → Z-index |
| Remove the “Powered by” line | Design → Widgets → “Powered by” Credit |
| Tell it your phone number and opening hours | Settings → AI Behavior → Business Facts |
| Change how it talks about itself | Settings → AI Behavior → Persona / Tone and Answer voice |
| Stop it answering off-topic questions | Settings → AI Behavior → Stay on topic |
| Cap what it can cost you in a day | Settings → Pricing & Limits → Rate Limiting & Cost Protection |
| Set when your team is available | Settings → Leads & Support → Business Hours |
| Ask visitors to consent first | Settings → Privacy & Data → Consent notice |
| Delete old conversations automatically | Settings → Privacy & Data → Data retention |
| Move this configuration to another site | Settings → Import / Export |