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16. Settings

Settings is the control center for organization identity, access, billing, AI providers, branding, integrations, localization, BIQ Voice, assistant behavior, discount logic, and API keys.

Each settings tab saves its own area. Make changes deliberately because several settings affect public widget delivery.

For detailed operation of the high-impact settings areas, see Settings Deep Dive.

TabWhat you configure
OrganizationName, slug, production domain, staging URLs, locale, timezone, retention, source-domain rules, lead recipient, customer worker subdomain.
TeamMembers, pending invites, and roles.
Plan & BillingPlan, subscription state, invoices, and quota context.
AI providerProvider settings, budget controls, and usage-related limits.
BrandingWidget colors, font, radius, text color, button color, powered-by badge where plan allows it.
IntegrationsEmbed snippets, customer domain state, crawler domain information.
NotificationsOperational notification settings and test delivery.
LLM visibilityControls for AI crawler visibility and llms.txt-style exposure.
EmbedTouchpoint embed configuration and snippet handling.
GlossaryTerms that should be used consistently in generated answers and translations.
TranslationsPlanned locale and review behavior for translated BIQs. Translation Management comes later.
Brand Voice & ComplianceStyle rules, banned patterns, answer structure, examples, prompt guidance, product recommendation settings, and SafeGuard config.
AssistantStudio assistant access to aggregated organization data.
Discount codesDiscount-code behavior for recommendations and lead/conversion flows.
API keysServer-side public read keys and scopes.

Organization settings control identity and delivery boundaries.

Important fields:

  • organization name and slug,
  • production domain,
  • staging and test URLs,
  • locale and timezone,
  • trash retention,
  • material aging threshold,
  • official manufacturer domains,
  • excluded competitor domains,
  • behavior for BIQs without a source,
  • default lead recipient,
  • customer worker subdomain.

Changing the slug or production domain can invalidate existing embeds. After changing either, copy a fresh snippet from the Studio and test on production and staging.

Use Team settings to invite users and manage roles. Role changes affect what a user can read, edit, publish, and configure.

Recommended practice:

  • keep owner access limited,
  • use admin for operational leads,
  • use member for content work,
  • remove unused invites,
  • review team access before go-live.

Branding controls the public widget appearance:

  • primary color,
  • text color,
  • button color,
  • secondary color,
  • font family,
  • border radius,
  • powered-by badge where plan allows it.

The preview shows how public answers will look. Always check contrast after changing text and button colors.

Use these tabs to copy the embed snippet and verify delivery settings.

Check:

  • correct touchpoint selected,
  • correct mode,
  • correct org-slug,
  • correct touchpoint-slug,
  • correct data-worker-url,
  • production and staging origins allowed,
  • customer worker subdomain connected if used.

See Embedding Touchpoints and Developers.

LLM visibility controls how Klariton exposes touchpoints to AI crawlers and agentic retrieval systems.

Use it to decide:

  • whether a touchpoint should be visible to AI crawlers,
  • which routes or generated files should be exposed,
  • whether crawler visibility is intentionally enabled or disabled.

Disabling crawler visibility does not necessarily hide the normal widget from end customers. It affects AI crawler reach.

Glossary terms help Klariton use names, product terms, and brand language consistently. Add terms that must not be mistranslated or paraphrased.

Examples:

  • product family names,
  • certifications,
  • internal category names,
  • spelling rules,
  • terms that must remain in English.

Translation Management is planned for a later release. When available, translation settings define how BIQ translations are created and reviewed. A translation can become stale when the source answer changes or when SafeGuard updates the BIQ.

Planned workflow:

  1. Enable required locales.
  2. Generate translations.
  3. Review engines or locales that require review.
  4. Re-sync stale translations after source edits.
  5. Test the touchpoint in every public locale.

This tab is one of the most important areas in Klariton. It affects generation, rewriting, SafeGuard, and chat behavior.

Configure:

  • banned phrases or patterns,
  • style rules,
  • answer structure,
  • golden examples,
  • custom prompt guidance,
  • product recommendation display rules,
  • B-stock or excluded-product handling,
  • stale BIQ regeneration behavior,
  • Drift SafeGuard auto-scan config.

SafeGuard auto-scan is opt-in. It can run daily or weekly and can also check BIQs at creation time where enabled.

See Brand Voice & Compliance and SafeGuard.

Assistant settings control whether the Studio assistant may access aggregated organization data.

Sources can include:

  • reach and KPIs,
  • BIQs and content state,
  • personas,
  • product catalog,
  • material inventory,
  • SafeGuard state.

The assistant is read-only. It can explain numbers and link to actions, but it should not edit, publish, or delete content.

API keys allow server-side access to published touchpoint data.

Current public-read scope:

read_published

Rules:

  • keep keys server-side,
  • rotate keys when access changes,
  • revoke unused keys,
  • do not put keys into browser bundles,
  • prefer least scope once more scopes exist.

See Developers.