Configuration Settings in BotSailor

🧭 Introduction

The Configuration panel in BotSailor lets you control everything from basic bot behavior and business hours to advanced automation like email/SMS replies and autoresponders. With a user-friendly interface, this panel ensures that your bot behaves exactly how you want—during working hours, after hours, or based on user input.

This guide walks you through each configuration section with visual reference and explanations.

💡 Use Cases

• Disable bot replies outside business hours
• Send fallback messages for unmatched queries
• Automate responses via email and SMS
• Assign follow-up sequences to leads
• Improve inbox communication with signature messages

⚙️ Section 1: General Settings

1️⃣ Human Chat Email & No Match Reply

• Chat with Human Email: Email to be notified when a user requests human help.
• No Match Reply: Enable to send an automated message when no bot keyword matches the user's message.
• Response Frequency: Choose between replying Every Time or only Once a Day for unmatched messages.

🕒 Section 2: Business Hour Settings

Configure when your bot is active and when replies should be disabled.

2.1 - Timezone

Set your preferred timezone to control message scheduling precisely.

2.2 - Off Day

Select a day of the week to fully disable bot replies (e.g., Sundays).

2.3 - Start Time & End Time + Toggle

• Define your daily active hours
• Enable "Disable Bot Reply" to prevent automatic responses outside business hours

✅ Useful for ensuring human agents are available during response times.

✍️ Section 3: Shared Inbox Signature Message

These options configure your signature message shown in live chats.

3 - Enable Signature Message

Toggle ON to enable this feature and define your default signature text.

3.1 - Additional Toggles

• Bot Replay Disable: Prevent bots from replying when agents are typing
• Typing On Indicator: Show "typing..." while composing a message

🔁 Section 4: Auto Responder (New)

Automatically push collected emails into third-party platforms:

• Brevo
  
  
• Mailchimp
  
  
• ActiveCampaign
  
  
• Mautic
  
  

Each integration can be activated by entering list IDs or credentials.

📧 Section 5: Email Automation (New)

Send immediate emails when users provide their email through the bot.

• Email Profile: Choose sender configuration
• Subject & Content: Define message content using variables like {{first_name}}

📲 Section 6: SMS Automation (New)

Send SMS messages to users who share their phone numbers.

• SMS Profile: Choose SMS gateway
• SMS Content: Compose the message using merge tags

🔄 Section 7: SMS Sequence (New)

Assign a predefined SMS sequence to subscribers.

• Select the SMS Profile
  
  
• Choose the SMS drip campaign (e.g., 3-day follow-up)

This keeps your leads engaged over time automatically.

📌 Summary Table

❓ FAQs

What happens if a message arrives outside my business hours?
 If “Disable Bot Reply” is enabled, the bot won’t respond during those hours.

Can I use both email and SMS automation at once?
 Yes. You can configure both, and they will run independently based on user input.

Will my no-match message spam users repeatedly?
 No, you can choose to send it once a day or every time based on your settings.

What is the difference between Auto Responder and Email Automation?

• Auto Responder pushes emails to external platforms
• Email Automation sends an actual email message to the user

Can I use custom fields in messages?
 Yes. You can insert variables like {{first_name}} and {{last_name}} in both email and SMS messages.

🏁 Conclusion

The Configuration panel is where bot logic meets business logic. Whether you're fine-tuning working hours, automating lead nurturing, or improving human handover — BotSailor gives you full control. With a few clicks, you can automate, restrict, and personalize every interaction from a central dashboard.

⚙️ Configure smart. Respond smarter. Grow faster.