Settings
How Idealistic adapts to you.
- Time zone: not set
- Language: automatic
- Voice replies: off
- Data kept for: 30 days
Time zone
Language
Data retention
Instructions
Rules that change how the AI behaves towards you and your team.
Add an instruction
Remove an instruction
Portals
Create portals and decide how each one behaves.
Create a portal
Rename a portal
Default message
Password
Downloads
Age restriction
Login requirement
Website of the widget
Regenerate the link
Remove a portal
Restore a portal
Folders
Every portal keeps its conversations in a folder. Decide who takes part in it.
Add a participant
Remove a participant
Remove a comment
Refresh the links
Contacts
The people in your team. Their roles, hours and days are changed in the sections below.
Add a contact
Block
Control who works and when on your shared portals. Block access completely here, or restrict it to a specific day, hour and minute in Hours and Days.
- Team: allowed
Block a contact
Unblock a contact
Block the whole team
Unblock the whole team
Hours
Choose the hours each day when the team, a role or a member can use Idealistic.
- Team: not set
Team hours
Member hours
Days
Choose the days of the week when the team, a role or a member can use Idealistic.
- Team: not set
Team days
Member days
Scheduled tasks
Ask Idealistic to do something for you again and again. Each answer arrives in the chat you used last, which is the web chat if that is where you talked to Idealistic most recently.
Add a scheduled task
Delete a scheduled task
Restore a scheduled task
Credits
Decide who uses the credits of your team.