General Settings
The GeneralSettings
component allows administrators to configure general settings for a chatflow. This component is part of the chatbot configuration interface.
Purpose​
The main purpose of this component is to enable users to edit basic information about a chatflow, including its title, description, categories, and display mode.
Features​
Chatflow Title​
- Allows you to set or change the title of the chatflow.
- This title is used to identify the chatflow in various parts of the application.
Description​
- Provides a text area to add or edit a detailed description of the chatflow.
- This can be used to explain the purpose or functionality of the chatflow.
Categories​
- Allows you to add, edit, or remove categories associated with the chatflow.
- Categories are useful for organizing and filtering chatflows.
Display Mode​
- Chatbot: Display the chatflow as an interactive chatbot interface.
- Embedded Form: Display an embedded form within an iframe.
- When "Embedded Form" is selected, you can specify the URL of the page to embed.
- The embedded URL will be displayed in the user interface where the chatbot would normally appear.
How to Use​
-
Accessing the Settings:
- Navigate to the chatflow configuration interface.
- Locate the "General Settings" section.
-
Editing the Chatflow Title:
- Enter or modify the title in the "Chatflow Title" text field.
-
Editing the Description:
- Enter or modify the description in the "Description" text area.
- This field supports multiple lines of text.
-
Managing Categories:
- Use the tag input field to add, edit, or remove categories.
- Type a category name and press Enter to add it.
- Click on the 'x' next to a category to remove it.
-
Setting the Display Mode:
- In the "Display Mode" section, choose between "Chatbot" and "Embedded Form".
- If you select "Embedded Form":
- An input field labeled "Embedded URL" will appear.
- Enter the URL of the page you wish to embed.
- This URL will be shown in the user interface within an iframe.
-
Saving Changes:
- After making your desired changes, click the "Save" button to apply the settings.
- A success message will appear if the settings are saved successfully.
Important Notes​
- Changes take effect immediately after saving.
- If you encounter any errors while saving, an error message will be displayed.
- The chatflow title, description, categories, and display mode settings are stored as part of the chatflow data.
- When using the "Embedded Form" display mode, ensure that the URL provided is valid and allows embedding.
Technical Details​
- The component uses Redux for state management and dispatching actions.
- When saved, the configuration is updated via an API call to
updateChatflow
. - Categories are stored as a semicolon-separated string in the backend.
- Display mode and embedded URL settings are stored in the chatflow's configuration.
Error Handling​
If an error occurs while saving the settings, an error message will be displayed indicating that the update failed.
Security Implications​
- Be cautious when embedding external URLs. Ensure that the embedded content is from a trusted source.
- Some websites may prevent embedding via iframe due to security policies.
- Ensure that any information entered doesn't contain confidential or sensitive details, as it may be visible to users with access to the chatflow configuration.