Organization Settings
Manage organization-wide settings, including organization profile, plugin keys, default configurations, and team management. These settings affect all members of your organization.
Organization Profile
Organization Name
Update your organization's display name.
- Go to Settings > Organization Settings
- Under Organization Profile, edit the Organization Name field
- Click Save to apply changes
This name appears in the chat widget and is visible to customers.
Organization Logo
Upload your organization's logo to display in the chat widget.
- Go to Settings > Organization Settings
- Under Organization Profile, click Upload Logo
- Select an image file (PNG, JPG, or SVG)
- Recommended size: 200x200 pixels
- Click Save to apply changes
The logo appears in the chat widget header and notifications.
Organization Description
Add a brief description of your organization (optional).
- Go to Settings > Organization Settings
- Under Organization Profile, enter your Description
- Click Save to apply changes
Plugin Key
Your plugin key is required to integrate the Ulka Chat widget into your website.
View Plugin Key
- Go to Settings > Organization Settings
- Under Plugin Key, your unique plugin key is displayed
- Click Copy to copy the key to your clipboard
Important: Keep your plugin key secure. Never share it publicly or commit it to public repositories.
Regenerate Plugin Key
If your plugin key is compromised, you can regenerate it.
- Go to Settings > Organization Settings
- Under Plugin Key, click Regenerate Key
- Confirm the action in the dialog
- Note: Regenerating will invalidate your old key, and you'll need to update it on all websites where the chat widget is installed
Default Settings
Default Language
Set the default language for customer interactions.
- Go to Settings > Organization Settings
- Under Default Settings, select Default Language
- Choose your primary language from the dropdown
- Click Save to apply changes
Default Timezone
Set the organization's default timezone for scheduling and reporting.
- Go to Settings > Organization Settings
- Under Default Settings, select Default Timezone
- Choose your timezone from the dropdown
- Click Save to apply changes
Business Hours
Configure your organization's business hours for chat availability.
- Go to Settings > Organization Settings
- Under Business Hours, configure:
- Days: Select which days you're open
- Hours: Set opening and closing times for each day
- Timezone: Select the timezone for business hours
- Click Save to apply changes
Outside business hours, customers will see an offline message or be directed to submit a support ticket.
Offline Message
Customize the message shown to customers when chat is offline.
- Go to Settings > Organization Settings
- Under Offline Message, enter your custom message
- Click Save to apply changes
Default message: "We're currently offline. Please leave a message and we'll get back to you as soon as possible."
Team Management
View Team Members
- Go to Settings > Organization Settings
- Under Team Management, view all team members and their roles
Invite Team Members
- Go to Settings > Organization Settings
- Under Team Management, click Invite Team Member
- Enter the email address of the person you want to invite
- Select their role:
- Admin: Full access to all settings and features
- Manager: Access to conversations, analytics, and most settings
- Agent: Can respond to conversations and access assigned chats
- Click Send Invitation
The invited person will receive an email with setup instructions.
Manage Roles
- Go to Settings > Organization Settings
- Under Team Management, find the team member
- Click the Edit button next to their name
- Change their role from the dropdown
- Click Save to apply changes
Remove Team Members
- Go to Settings > Organization Settings
- Under Team Management, find the team member
- Click the Remove button next to their name
- Confirm the action in the dialog
Note: Removing a team member will unassign them from all conversations. Their conversation history remains in the system.
Subscription and Usage
View Current Plan
- Go to Settings > Organization Settings
- Under Subscription, view your current plan and usage
Manage Seats
- Go to Settings > Organization Settings
- Under Subscription, click Manage Seats
- Add or remove team member seats as needed
- Changes will be reflected in your next billing cycle
See Billing & Subscription for more details.
Chat Widget Configuration
Widget Appearance
Customize the chat widget's appearance on your website.
- Go to Settings > Organization Settings
- Under Chat Widget, configure:
- Position: Bottom-right or bottom-left corner
- Color Scheme: Primary color for the widget
- Welcome Message: Message shown when customers first open chat
- Placeholder Text: Text shown in the message input field
- Click Save to apply changes
Widget Behavior
Configure how the chat widget behaves.
- Go to Settings > Organization Settings
- Under Chat Widget Behavior, configure:
- Auto-open: Automatically open chat widget after page load (optional delay)
- Show on Mobile: Display widget on mobile devices
- Show on Desktop: Display widget on desktop devices
- Require Name/Email: Require customers to provide name/email before starting chat
- Click Save to apply changes
Integration Settings
Manage default settings for integrations.
- Go to Settings > Organization Settings
- Under Integration Settings, configure default settings for:
- Social media integrations
- Payment processors
- Third-party apps
See Integrations for more details.
Data Retention
Configure how long conversation data is retained.
- Go to Settings > Organization Settings
- Under Data Retention, set retention period:
- 30 days
- 90 days
- 1 year
- Forever (no automatic deletion)
- Click Save to apply changes
Note: After the retention period, conversations will be automatically archived. You can export data before deletion.
Permissions
Only Admin users can modify organization settings. Managers can view most settings but cannot modify them.
Need help? Visit our Help Center (opens in a new tab) or contact support@ulka.chat.