> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monobot.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuration

> Configure platform structure, menus, templates, and visibility settings.

# Configuration

The Configuration section controls platform content and available functionality.

## Available Sections

<Accordion title="Menu Items">
  Control which menu items are visible in the platform navigation and customize their appearance.

  Administrators can enable or disable specific navigation items and configure active, hover, and submenu styling globally.

  ## Menu Items Visibility

  Select which menu items are available in the left navigation menu.

  ### Available Menu Items

  Depending on platform configuration, the following menu items may be available:

  * Dashboard
  * AI Agents
  * Interactions
  * Workspace
    * AI Chats
    * Call Center
  * Contacts
    * Contacts
    * Lists
    * Companies
  * Settings
  * Billing
    * Usage Report
  * Organizations
  * Phone Numbers

  ### Visibility Toggle

  Type: `boolean`

  Enable or disable a menu item.

  When disabled, the menu item is hidden from users.

  Example:

  ```text theme={null}
  Enabled
  ```

  or

  ```text theme={null}
  Disabled
  ```

  ## Active State Background

  Customize the appearance of the currently selected menu item.

  ### Background Gradient Start

  Type: `color`

  Starting color of the active menu item gradient.

  Example:

  ```text theme={null}
  #8f40ceff
  ```

  ### Background Gradient End

  Type: `color`

  Ending color of the active menu item gradient.

  Example:

  ```text theme={null}
  #5F52F3
  ```

  ## Hover State Background

  Customize the appearance when users hover over a menu item.

  ### Background Gradient Start

  Type: `color`

  Starting color of the hover gradient.

  Example:

  ```text theme={null}
  #7615c3ff
  ```

  ### Background Gradient End

  Type: `color`

  Ending color of the hover gradient.

  Example:

  ```text theme={null}
  #b71794ff
  ```

  ## Submenu Background

  Customize the appearance of expanded submenu containers.

  ### Background Gradient Start

  Type: `color`

  Starting color of the submenu background.

  Example:

  ```text theme={null}
  #1414cacf
  ```

  ### Background Gradient End

  Type: `color`

  Ending color of the submenu background.

  Example:

  ```text theme={null}
  #D394F11A
  ```

  ## Icon Styling

  Customize the appearance of menu icons across the platform.

  ### Hue Rotate

  Type: `number`

  Applies hue rotation to all navigation icons.

  Value is measured in degrees.

  Example:

  ```text theme={null}
  0°
  ```

  ### Saturation

  Type: `number`

  Controls icon color intensity.

  Higher values create more vibrant icons.

  Example:

  ```text theme={null}
  1.2
  ```

  ## Preview

  The page provides a real-time preview showing:

  * Menu item visibility
  * Active menu state
  * Hover state
  * Expanded submenu appearance
  * Icon styling adjustments

  <Info>
    Changes made in Menu Items affect the navigation experience across the entire platform.
  </Info>
</Accordion>

<Accordion title="Templates">
  Manage system email templates used for platform notifications, billing alerts, user invitations, security events, and operational communications.

  Templates support dynamic variables that are automatically replaced with actual values when emails are sent.

  ## Available Templates

  ### User Added to Organization

  Sent when a user is added to an organization.

  **Variables**

  * `organizationName`
  * `senderName`
  * `userName`

  ### User Invitation

  Sent when a user is invited to join an organization.

  **Variables**

  * `userName`
  * `organizationName`
  * `senderName`
  * `inviteUri`
  * `password`

  ### Confirmation

  Sent during account confirmation workflows.

  **Variables**

  * `url`

  ### MFA Password

  Sent when multi-factor authentication (OTP) is enabled.

  **Variables**

  * `userName`
  * `organizationName`
  * `OTP`

  ### Reset Password

  Sent when a user requests a password reset.

  **Variables**

  * `email`
  * `token`

  ## Billing & Payments

  ### Balance Alert

  Sent when an organization balance falls below the configured threshold.

  **Variables**

  * `organization`
  * `amount`

  ### Balance Topup Succeeded

  Sent after a successful balance top-up.

  **Variables**

  * `organization`
  * `amount`
  * `invoiceUrl`

  ### Balance Topup Failed

  Sent when a balance top-up transaction fails.

  **Variables**

  * `organization`
  * `amount`
  * `reason`
  * `invoiceUrl`

  ### Subscription Charge Succeeded

  Sent when a subscription payment is processed successfully.

  **Variables**

  * `organization`
  * `productName`
  * `price`
  * `invoiceUrl`

  ### Subscription Charge Failed

  Sent when a subscription payment cannot be processed.

  **Variables**

  * `organization`
  * `productName`
  * `reason`
  * `price`
  * `invoiceUrl`

  ## Usage & Units Monitoring

  ### Units Alert

  Sent when usage approaches plan limits.

  **Variables**

  * `organization`
  * `plan_name`
  * `percent_left`

  ### Units Over Alert

  Sent when usage exceeds the plan limit.

  **Variables**

  * `organization`
  * `plan_name`

  ### Units Over Alert (No Balance)

  Sent when usage exceeds plan limits and account balance is insufficient.

  **Variables**

  * `organization`
  * `plan_name`

  ## Phone Number Notifications

  ### Phone Disabled

  Sent when a phone number subscription becomes inactive.

  **Variables**

  * `organization`
  * `number`

  ### Phone Disabled Days

  Sent after a phone number has been disabled for a specified period.

  **Variables**

  * `organization`
  * `number`
  * `days_ago`

  ### Phone Lost

  Sent when a phone number is removed from the organization.

  **Variables**

  * `organization`
  * `number`

  ## Support & Requests

  ### Hire an Expert

  Sent when a user submits a "Hire an Expert" request.

  **Variables**

  * `name`
  * `email`
  * `phone`
  * `company`
  * `website`
  * `industry`
  * `userEmail`
  * `organizationName`
  * `userId`
  * `organizationId`

  ### Support Team Message

  Sent to support staff when a support request is submitted.

  **Variables**

  * `email`
  * `message`

  ## Editing Templates

  Click **Edit** on any template card to customize:

  * Email subject
  * Email body
  * Dynamic variables
  * Formatting and branding

  Variables must remain unchanged to ensure data is inserted correctly when emails are generated.

  ### Variable Syntax

  Use double curly braces:

  ```text theme={null}
  {{organization}}
  {{userName}}
  {{amount}}
  {{invoiceUrl}}
  ```

  Example:

  ```text theme={null}
  Hello {{userName}},

  You have been added to {{organizationName}} by {{senderName}}.
  ```

  <Info>
    Removing or modifying template variables may cause notification emails to display incomplete information.
  </Info>
</Accordion>

<Accordion title="Disclaimers">
  Manage legal and compliance text displayed throughout the platform.

  Disclaimers allow administrators to define legal notices, cookie consent information, and regulatory content that may be shown to users across branded experiences.

  ## Legal Disclaimer Text

  Main legal notice displayed to users of the platform.

  This disclaimer typically defines:

  * Terms of platform usage
  * Liability limitations
  * Service availability notices
  * Warranty disclaimers
  * User responsibilities
  * Legal obligations

  ### Content Type

  Type: `rich text`

  Supports formatted content including:

  * Bold text
  * Italic text
  * Headers
  * Lists
  * Links
  * Tables
  * Code blocks

  ### Example

  ```text theme={null}
  This Legal Disclaimer governs your access to and use of the platform.

  By accessing or using the Service, you acknowledge that you have read,
  understood, and agreed to these terms.
  ```

  ## Admin Cookie Consent Text

  Cookie policy and consent notice displayed to platform users.

  This content explains how cookies and tracking technologies are used within the platform.

  ### Content Type

  Type: `rich text`

  Supports formatted content including:

  * Hyperlinks
  * Lists
  * Tables
  * Text formatting
  * Embedded legal references

  ### Example

  ```text theme={null}
  This website uses cookies and similar tracking technologies
  to improve user experience and platform functionality.

  By continuing to use the platform, you consent
  to the use of cookies.
  ```

  ## Rich Text Editor

  Both disclaimer sections use a rich text editor with support for:

  ### Text Formatting

  * Bold
  * Italic
  * Underline
  * Headings
  * Horizontal separators

  ### Content Structure

  * Ordered lists
  * Unordered lists
  * Tables
  * Blockquotes

  ### Links & References

  * External URLs
  * Internal links

  Example:

  ```markdown theme={null}
  [Privacy Policy](https://example.com/privacy)
  ```

  ### Advanced Formatting

  * Code blocks
  * Inline code
  * HTML-compatible content

  ## Best Practices

  ### Legal Disclaimer

  Include:

  * Terms of service references
  * Liability limitations
  * Intellectual property statements
  * User obligations
  * Service availability notices

  ### Cookie Consent

  Include:

  * Cookie usage explanation
  * Analytics disclosure
  * Tracking technology details
  * Third-party integrations
  * Consent requirements
  * Privacy policy references

  ## Saving Changes

  After modifying disclaimer content:

  1. Update the text in the editor.
  2. Review formatting and links.
  3. Save changes.
  4. Verify content is displayed correctly in the user-facing experience.

  <Info>
    Disclaimer content is displayed exactly as configured. Administrators are responsible for ensuring all legal and compliance text meets their organization's requirements and applicable regulations.
  </Info>
</Accordion>

<Info>
  Disabling features only hides them from users. Existing configurations remain unchanged unless explicitly removed.
</Info>