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Admin Panel Guide

The Admin Panel gives you full control over your Chat App or Chat Widget configuration, behavior, and monitoring. This guide covers all settings available in the Admin Panel.

Accessing the Admin Panel​

For Chat Apps​

  1. Open your Chat App
  2. Click your profile icon (bottom-left)
  3. Select Admin Settings

For Chat Widgets​

  1. In the Vectorize platform, open the agent's detail page
  2. Click Launch Admin Dashboard
  3. Sign in with your widget admin credentials

Admin Panel Sections​

Admin Panel Models Configuration

1. General Settings​

  • Agent Name: Update display name
  • Welcome Message: Primary greeting shown to users
  • Welcome Sub-Message (Chat Apps only): Optional subtitle beneath welcome
  • Button Text (Widgets only): Text on launcher button
  • Suggested Questions: Up to 4 clickable example queries

2. Content & Prompts​

  • System Prompt: Controls model behavior and tone
  • Temperature: Creativity level (0–2)
  • Max Tokens: Max response length (up to 128,000)
  • Feedback Collection: Enable/disable user thumbs-up/down
  • Voice Input (Chat Apps only): Toggle mic-based input
  • File Upload (Chat Apps only): Enable file sending with size/type limits

3. Models​

Chat Apps​

  • Configure multiple AI models
  • Set default model and reorder list
  • Enable voice input per model

Chat Widgets​

  • Use a single model
  • Select from connected providers
  • Adjust temperature and max tokens

4. AI Safety & Moderation​

  • Require user consent before using AI
  • Display customizable notice

Threat Detection​

  • Detect unsafe or malicious input
  • Configure responses:
    • Log only
    • Warn user
    • Temporary disable (with duration)
    • Permanent suspension
  • Set thresholds for actions

Abuse Detection​

  • Filter toxic language and harassment
  • Sensitivity levels: High / Medium / Low
  • Add blocked terms (custom list)
  • Auto-respond or log

5. User Management​

  • View All Users: See account access
  • Add Admins: Invite teammates
  • Assign Roles: Admin / Viewer / Custom
  • Track Activity: User and admin logs
  • Remove Access: Revoke credentials

6. Security Settings​

Authentication Methods​

  • Password Authentication:
    • Complexity rules
    • Rotation policies
  • SAML / SSO:
    • Identity provider config
    • Attribute mapping
  • 2FA (Two-Factor Authentication):
    • Email, TOTP, backup codes

Session & Access Controls​

  • Session timeout (inactivity)
  • Concurrent session limit
  • Device tracking
  • Force logout

Data Protection​

  • End-to-end encryption
  • Export restrictions
  • Data retention settings
  • Audit logging

IP Access Control​

  • Allowlist / blocklist IPs
  • Rate limit thresholds

7. Appearance & Branding​

Logos​

  • Wide logo (200×50) and square logo (64×64)
  • Light/dark mode variants
  • Max size: 2MB
  • Format: PNG, JPG, SVG

Theme & Styling​

  • Custom colors, fonts
  • Hide "Powered by Vectorize" (paid plans)
  • Inject custom CSS
  • Light / dark / auto themes

8. Language Settings​

  • Set default language
  • Allow users to change languages
  • Enable/disable specific languages

Customizable Strings​

  • Welcome message
  • Button text
  • Placeholder questions
  • Error messages
  • Labels

9. Webhooks​

Configuration​

  • Endpoint URL: Destination for events
  • Authentication:
    • Bearer token
    • Custom headers
    • HMAC signature verification

Retry Policy​

  • Max retries
  • Delay intervals
  • Exponential backoff

Events​

  • Conversation: Started, ended, user authenticated
  • Message: Sent, response generated, tool used
  • Feedback: Rating and comments
  • Errors: Model/tool/API failures, rate limits

Monitoring​

  • Test payloads
  • View recent deliveries
  • Inspect error logs
  • Replay failed attempts

10. Logs & Monitoring​

Error Logs​

  • JavaScript errors
  • API failures
  • Authentication errors
  • Tool execution errors
  • CORS violations (Widgets)

Activity Logs​

  • Conversations
  • Tool usage
  • Feedback
  • Admin config changes

Log Management​

  • Search and filter logs
  • Set retention period
  • Export logs as CSV or JSON
  • Set up alerts for key events

Widget-Specific Features​

Widget Setup​

  • Access integration code (CDN, npm, iframe)
  • Preview appearance and functionality

CORS Settings​

Control which domains can embed the widget.

Examples:

https://example.com
https://app.example.com
http://localhost:3000
  • Avoid * in production
  • Use wildcards only for subdomains: https://*.example.com

Chat App-Specific Features​

Voice Configuration​

  • Enable speech-to-text
  • Choose supported languages and platforms

File Upload Settings​

  • Max file size (in MB)
  • Allowed file types (e.g., PDF, PNG)
  • Max files per message
  • File retention period

Welcome Sub-Message​

  • Add extra greeting line
  • Supports markdown and dynamic variables

Next Steps​

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