What Is the Settings Section?
The Settings section is where you configure the foundational elements of your agency account. It controls how your agency is presented to customers, how billing and invoicing are handled, how your domain and branding appear on customer-facing pages, and who on your team has access to the platform.
Settings is divided into eight sub-sections. Several must be completed before you can create chat links or onboard your first customer. Completing them in full ensures the platform operates correctly and that your customers experience a professional, branded interaction from the first touchpoint.
Settings Sub-Sections
General Settings — sets your agency's company name and logo. This is the identity that appears across the platform and on customer-facing pages.
Talk to a Human — configures a contact button that appears on the Growth Plan your prospects receive. You can set a phone number, a booking link, or both so prospects can reach you when they are ready to speak with someone before committing.
Integrations — connects third-party services required for the platform to function. Currently, Stripe is the only integration available and must be connected before any Growth Plan can be activated.
Whitelabel — controls the domain and branding used for customer-facing pages, including the chat experience, Growth Plans, and the Customer Hub. Options include the default Growbotik domain, a gray label brand, or a custom domain.
Marketing Website — configures your agency's marketing website settings within the platform.
Invoice Configuration — controls the branding, contact details, tax configuration, and legal terms that appear on every invoice sent to your customers. Invoices represent your agency, not Growbotik.
Billing — a read-only section showing your current subscription plan, how many Growth Plans you have generated and activated in the current billing period, your payment method, and your current billing estimate.
Team Members — controls who has access to your Growbotik dashboard.
Recommended Setup Order
Before creating any chat links or onboarding customers, complete the following in this order:
General Settings — add your company name and logo.
Talk to a Human — add your phone number or booking link.
Integrations — connect your Stripe account.
Whitelabel — select your branding option.
Marketing Website — configure your marketing website.
Invoice Configuration — complete your invoice design, terms and conditions, and tax configuration.
Prices — configure your pricing groups and markup.
Once these are done, you are ready to create chat links and start onboarding customers.
Frequently Asked Questions
Do I need to complete all Settings before creating a chat link?
Stripe must be connected before any Growth Plan can be activated and billed. General Settings and Invoice Configuration should also be completed so that prospects and customers see your agency's branding from the first interaction. Other sub-sections can be updated at any time.
Can I update Settings after going live with customers?
Yes. All sub-sections can be updated at any time. Changes to Invoice Configuration take effect on subsequent invoices. Changes to General Settings and Whitelabel take effect immediately across customer-facing pages.