Settings
Customize the behavior, identity, and communication of your TAU assistant.
Settings
The Settings panel lets you customize how your assistant behaves, how it communicates, and when it operates. Access it from the sidebar under Configure → Settings.
Settings are organized into sections in the sidebar.
General
The basic information about your assistant and your company.
| Field | Description |
|---|---|
| Assistant Name | How your assistant will be addressed in conversations |
| Company Name | Your business name |
| Company Description | Factual context the assistant uses to understand and present your company: what it does, who it serves, main services/products, differentiators, and area of operation. Do not use this field to adjust tone of voice, response length, or emoji usage. |
| Greeting Message | First message sent when starting a conversation |
| Logo | Assistant profile image (1:1 ratio) |
| Primary color | Color of the chat widget on your website |
The company description explains the business. To change writing style, use Tone of Voice, Response Length, and Emojis.
Business Hours
Tells the assistant your establishment's operating hours. The assistant works 24 hours a day, 7 days a week — but it needs to know your actual hours to correctly answer when a customer asks if you're open, or to manage handoffs to human agents.
- Time zone — configured by default as
America/Sao_Paulo - Service rules — define days and hours (e.g. Mon–Fri 08:00–18:00)
- Add as many rules as needed with + Add rule
- Use Common suggestions to apply preset schedules quickly
Response Time
Controls how long the assistant waits before responding when the user sends several messages in a row.
- Message accumulation — the assistant waits for the user to finish typing before responding, avoiding partial replies
- This is especially useful on WhatsApp, where customers often send fragmented messages like "hi", "good afternoon", "I have a question" and only then the full question
- If messages arrive within this interval, the assistant receives everything together and responds once
- The default time is 7 seconds (adjustable from 1 to 60 seconds)
Emojis
Adjusts emoji usage in the assistant's responses.
- Scale from 0 to 5
- 0 = no emojis
- 5 = many emojis
Use this when the customer asks for more expressiveness, to remove emojis, or to adjust the amount. This setting corresponds to the emoji_preference field in integrations.
Response Length
Controls the length and level of detail in the assistant's messages.
- Scale from 1 to 10
- 1 = ultra brief
- 10 = very detailed
Use lower values for WhatsApp and objective service; use higher values when the customer needs more complete explanations. This setting corresponds to the response_length_level field in integrations.
Tone of Voice
Defines the assistant's personality and communication style. Choose from:
| Tone | Value | Ideal for |
|---|---|---|
| Friendly | friendly | Approachable and welcoming brands |
| Professional | professional | Balanced and competent communication |
| Direct | direct | Fast and objective responses |
| Formal | formal | Institutional and traditional language |
| Consultive | consultive | Expert and advisor posture |
Tone of Voice is independent of the Company Description — use it to adjust how the assistant communicates, not what it says about the business.
Situations
Specific behaviors the assistant automatically adopts in certain situations — such as when the customer asks for a discount, threatens to cancel, or requests to speak with a human.
See the Situations page for more details.
Handoff
Configures what happens when the assistant cannot resolve the issue and needs to transfer to a human agent.
- Redirect to — defines the handoff destination:
- WhatsApp number — generates a link for the customer to contact the consultant
- Dynamic number (via connected tools) — the assistant automatically looks up the responsible consultant from connected tools (such as CRM) and sends the notification directly
- Notify consultant via WhatsApp — when enabled, the consultant receives an automatic WhatsApp message about the new conversation, including a summary and the customer’s phone number
- Custom instructions — text that guides the assistant on when and how to transfer
WhatsApp notification ensures the consultant is alerted immediately, even if they’re not watching the dashboard. The message includes the company name, a conversation summary, and a direct link to contact the customer.
Conversation Limits
Controls assistant behavior when the plan's conversation limit is reached.
- Enable "Keep responding after reaching the limit" to avoid interrupting service even after exhausting the plan
Follow-up
Enables automatic follow-up messages when a customer doesn't respond.
- Enable automatic follow-up — turns the feature on or off
- Configure the interval and the re-engagement message
- Do not send follow-ups overnight — pauses automatic sends during a configurable quiet-hours window (default: 21:00–08:00). The timezone is inherited from Business Hours.
Automatic follow-up is especially useful in pre-sales: it recovers leads who started a conversation but didn't follow through.
Evaluations / Leo
Enables conversation analysis by Leo, TAU's AI sales assistant and supervisor.
Leo is sold as a separate product. To use this setting, the account needs Leo access. When enabled, Leo can analyze assistant conversations and generate insights on sales, service, and quality.
See the Analytics page for more details.
Consolidation
API Keys
Manage TAU API access keys for external integrations.
For API integrations, contact meajuda@taubot.ai