Skip to main content

Company Configuration

Audience: Engineering · QA · Support · Management · Where in app: Internal (surfaced across Settings screens) · Plan availability: All plans (individual features gated)

Most tenant behavior is controlled by fields on the companies collection (CompanyModel, backend MongoDB). This is the canonical list of those fields, grouped by area. Use it to answer "is X enabled for this tenant / where do I configure Y?" and to map a Settings screen back to the field it writes.

Field names below are the stored config keys. Many map to a Settings UI screen but some are super-admin-only gates (often suffixed _allowed). When a value is plan- or agency-gated, verify against the live entitlement matrix.

Identity & branding​

  • company_name, website_url, industry, agent_type
  • timezone, timezone_offset
  • logo (FileModel ref)
  • affiliate_link, affiliate_link_enabled

Visibility / installation​

  • visibility — widget on/off
  • mobile_disable — hide on mobile
  • widget_installed, widget_installed_at

Widget design​

  • widget_design.* — message/button/header/footer/call-background colors, chatbot auto-trigger colors
  • primary_color, secondary_color, position (right/left)
  • launcher_style (bubble / middle / expended / bar / welcome / chat-pill / icon)
  • mobile_launcher_style
  • chat_window_type (extend/small), chat_window_color

Channels​

  • communication_options.allow_chat / allow_video_call / allow_audio_call
  • communication_options.chat_label / video_call_label / audio_call_label
  • communication_options.take_phone_number_before_call
  • communication_options.visitor_video_permissions
  • communication_options.take_over_permissions

Working hours​

  • working_hours[] — day, start_time (HH:MM), end_time (HH:MM)
  • Per-user override on users.working_hours

Online / offline copy​

  • online_title_text, online_title_text_sub_heading
  • offline_title_text, offline_title_text_sub_heading
  • chatbot_online_message, chatbot_online_questions[], chatbot_online_after_questions_message
  • chatbot_offline_message, chatbot_offline_questions[], chatbot_offline_after_questions_message

Contact-information capture​

  • contact_information_questions.name / email / phone — each enabled + question_text

Chatbot type​

  • chatbot_enabled — master switch
  • chatbot_type — basic or flow

AI chat​

  • ai_chat.setting (quick / advanced)
  • ai_chat.agent_instructions, agent_name, tone, response_size

AI calling (outbound)​

  • ai_calling.enable, setting (quick / advanced)
  • ai_calling.agent_instructions, agent_name, tone, response_size, greeting_message

AI inbound call​

  • ai_inbound_call.enable, model, model_provider, agent_voice_id, agent_language

AI outbound campaigns​

  • ai_outbound_call_enabled (tenant toggle)
  • ai_outbound_call_allowed (admin gate)
  • ai_outbound_call_agents[] — multi-agent (each with prompt, voice, model, webhook_secret)

AI auto-trigger (chatbot pop-up)​

  • ai_auto_trigger.enable, ai_model, ai_model_provider
  • ai_auto_trigger.system_instructions, threshold (default 50)
  • ai_auto_trigger.default_messages
  • ai_auto_trigger.url_rules[] — url, trigger_type (chat/call), duration, message
  • ai_auto_trigger.agent_name, agent_photo

Call auto-trigger (auto-connect video)​

  • call_auto_trigger.is_activated, display_time (default 15s)
  • call_auto_trigger.auto_connect_video_file (FileModel ObjectId)
  • call_auto_trigger.has_audio, enable_ringtone
  • call_auto_trigger.auto_connect_agent_name, auto_connect_message
  • call_auto_trigger.call_background.background_color, background_image
  • call_auto_trigger.text_color

AI config​

  • ai_config.chat_model, chat_model_provider
  • ai_config.call_model, call_agent_voice_id
  • ai_config.call_routing (ai / human / ai_to_human / hybrid)
  • ai_config.chat_routing (ai / human / ai_to_human)
  • enable_calling_agent

Routing & queues​

  • chat_queue — bool, enable chat queueing
  • allow_twilio_calls, always_twilio_calls

Knowledge base (for AI agents)​

  • agent_knowledge_base_documents[] — file (FileModel), status, job_id, page_count, error, frontmatter

Page rules / widget rules​

  • widget_page_rules.is_enable, rules[], hide_on_pages[]

White-label​

  • widget_whitelabel.is_enable, text, url
  • Agency-managed: agency_id, agency_self_account

Lead scoring​

companies.lead_score:

  • visited_heigh_intent_page, user_initiated_call
  • call_auto_connect_accepted, chat_auto_connect_accepted
  • call_greater_than, chat_greater_than
  • booked_meeting, shared_email, shared_phone
  • industry_match, product_searched
  • returned_visitor (weight 50)
  • pages_visited_exceeded (weight 50), pages_visited_threshold (default 3)
  • notification_sent

Lead intelligence / B2B enrichment​

  • lead_intelligence (master), lead_intelligence_allowed (default 40)
  • rb2b_enabled, rb2b_allowed (default 20)
  • snitcher_enabled, snitcher_allowed (default 20)
  • allow_clearbit
  • clearbit_contact_ghl.enable, synced_at
  • happier_leads_config — website_id, client_id, private_key

Identity graph​

  • identity_graph_allowed (super-admin gate)
  • identity_graph_use_custom_config
  • identity_graph_config.enabled, enabled_sections[], custom_intro
  • identity_graph_config.max_recent_pages / max_past_conversations / max_extracted_facts
  • identity_graph_config.verification_policy (permissive / moderate / strict / regulated)
  • identity_graph_config.accept_inbound_call_verification
  • identity_graph_config.capture_website_forms

See Identity Graph for what these control.

Knox (Nox admin assistant)​

  • knox.enabled — master Nox toggle for the tenant
  • knox.target_market
  • knox.tracked_pages[], watchlist_companies[], high_value_pages[]
  • knox.alert_thresholds.* — rage_click_spike_count, intent_score_floor, visit_count_alert, anomaly_std_dev, form_abandonment_rate_alert, dead_click_threshold
  • knox.digest_schedule.enabled, day, time_local
  • knox.baseline_metrics (Mixed — nightly rollup of "what's normal")

See What is Nox and Daily Brief.

Notifications​

  • notifications.chat_transcript, call, missed_call
  • notifications.reports_email.enabled, frequency, last_sent_at
  • notifications.daily_recap_email.enabled, last_sent_at
  • notifications.slack_new_visitor, slack_hot_lead
  • send_chat_transcript, chat_transcript_emails_to[]
  • billing_emails[]

Integrations​

  • hubspot.access_token / refresh_token / hub_id / scopes[]
  • go_high_level.access_token / refresh_token / location_id / company_id / secret_key / calendar_id / booking_enabled
  • ghl_self_account — alternative GHL self-service flow
  • calendly_integration.access_token / refresh_token / owner_uri / event_type_uri / event_type_duration / scheduling_url
  • google_calendar_integration.access_token / refresh_token
  • zapier.secret, zapier.webhooks[] (url, event, zap_id)
  • webhooks_enabled

See CRM Integration.

Booking​

  • booking_button — show the booking button in the widget

Billing​

  • registered_package_id (Package ref)
  • manual_ai_credits_calculation.credits_calculation, number_of_credits
  • stripe_customer_id
  • free_period_minutes (default 10)
  • grace_period_claimed

Agency​

  • agency_id (Agency ref)
  • agency_self_account (bool)