This is the whole of Settings in one place. Each tab has its own Save Settings button. Your licence panel sits at the top of the General tab.
Where to find it:
Open Settings on the desk's menu bar. The tabs are General, AI, Products, Email, Automation and Integrations. Chats, Chat history and Import are separate screens with their own settings.
General, your name on every reply:
- Brand name: used in the AI's voice, in emails and as {{brand}} in macros.
- Replies are signed by: the sender name customers see.
- Replies are sent from: the address replies come from. Use one on your own domain.
- Tell me about new tickets at: where alerts and late-ticket warnings go.
General, where customers go:
Send a ticket, My tickets and Help centre: for each, a page on this site, Create It For Me, or an address typed for somewhere else. See Your Customer Pages: Contact Form, My Tickets And Help Centre.
General, page designs:
- Help article design: Show help articles as a designed help centre, on by default.
- Support page design: Use the full-page Support Centre on the Contact Support page, off by default, with logo text, line under the logo, logo link, promise, menu links, menu button, footer links and other pages to wear the same design. See The Support Centre And Your Help Centre Pages.
General, how your emails end:
- Signature: added under every reply you or the AI sends, and {{signature}} in macros.
- Line under AI-written replies: added once to the end of every reply the AI writes, its drafts included. Leave it empty for none.
General, ticket numbers:
New tickets are numbered and numbers are never reused. A line says what the next number will be. On a desk with older lettered references, a button gives them numbers too, oldest first.
General, colours:
Pick a look for the desk with instant preview: Follow the ResultsAiX Hub, WordPress Native, Results Amber, Clean White, Ivory Cream, Snow Light, Developer Dark, Midnight Blue, Ocean Blue, Sunset Warm or Rose Pink. Follow the ResultsAiX Hub uses the scheme chosen for every ResultsAiX plugin; a choice made here wins.
General, help and your account:
Shortcuts to the Setup wizard, your Account portal, Troubleshooting (Diagnostics) and Training.
AI:
- Your AI services: a card each for Claude, OpenAI and Gemini, Main AI service and Backup.
- What the AI does by itself: Sort every new ticket, Try to resolve it and Draft a reply for every ticket start on; Send drafts without me when confidence is high starts off.
- How sure must it be to act by itself? 85 percent by default.
- Your monthly limit: 50 USD a month by default, a hard stop.
- The time it saves you: 6 minutes a reply by default.
- Which models: everyday replies, sorting and hard tickets for each service.
- What the AI costs you: real costs from your desk.
See Connecting Your AI (Claude, OpenAI Or Gemini) And Choosing Your Models.
Products:
What you sell, with a name, short code, one line, price and page address for each product, other addresses people ask for, and Let support read those pages. See Your Products, Prices And Other Addresses.
Email:
How your emails are sent, how your emails look, what your customers are sent, who gets told and when, and turning emails into tickets. See Your Emails: Sending Service, Branding And Alerts and Connecting Your Support Email With IMAP.
Automation:
- Suggest help articles as the customer types: on.
- Ping Slack at this mood or worse: Angry (recommended).
- First reply within (hours): 24. Resolved within (hours): 72. Zero switches a check off.
- Solve after (days without a reply): 7. Zero switches it off.
See Escalation, Slack Alerts And SLA Breaches.
Integrations:
What the desk knows about your customers: plugins found on this site, marketplaces, Commerce, other sites, Slack, and the developer options. See Your ResultsAiX Stack And The Customer 360.
Elsewhere:
- Chats and notifications: Chats on the menu bar.
- The homepage chat, your catalog address, the daily AI answer limit and how long chats are kept: Chat history.
- The contact page chat and help page answers: Public Answers on the Knowledge Base screen.
Deactivating the plugin stops its scheduled jobs. Your tickets, contacts, sales and articles stay in the database.
A real example:
Yoursite Studio's General tab: brand Yoursite Studio Support, signed by Sam at Yoursite Studio, sent from support@yoursite.com, alerts to support@yoursite.com, the signature "Thanks, Sam, Yoursite Studio", and the line "Written with help from our AI assistant." under AI replies.
Where else settings live:
- Knowledge Base, Public Answers: AI answers on your help page, asking first on the contact page, one click sign-in, and the two caps.
- Chats: each chat's five steps, every chat's rules, notifications and the line for other sites.
- Chat history: the homepage chat, catalog address, homepage leads list, AI answers a day and how long chats are kept.
- Contacts: linked emails for each customer.
- Import: your import sources and Reindex KB.
Tips:
- Change one tab at a time and press its Save Settings before moving on.
- Running the Setup Wizard again is a quick way to check the essentials. It never undoes anything.