Settings
A map of every screen in ShowPilot Settings and what each one controls.
Settings is where you decide where your agents appear and how your brand looks. It also holds your team and your data, and the systems ShowPilot connects to. Each row shows its current state on the right, like Ready, None yet or a count, so you can see at a glance what still needs setting up.
This page maps every screen in Settings to what it controls and the help article that covers it.
You're in the right place when you know what you want to change but not which screen holds it.
Which screen does what?
Select Settings to see every setting for your organization, grouped under Account, Organization, Tours and Integrations.
| Screen | Group | What it's for | Help page |
|---|---|---|---|
| Profile | Account | Your name, company, role and a short bio for your team. | Your profile |
| User Management | Organization | Inviting teammates and removing people who've left. | Team members |
| Brand | Organization | Your logo, colors and fonts, the kit that offers, tour slides and hub pages start from. | Brand |
| Targeting | Organization | The domains your agents may appear on, and the paths and triggers that decide where and when. | Targeting |
| Privacy & Data | Organization | Visitor data export and delete requests, and how long visitor data is kept. | Privacy and data |
| Voice | Organization | Voice profiles that tune pronunciation, listen-for words and pace on voice calls. | Voice profiles |
| Context | Tours | Your product, go-to-market, writing voice and tour audiences, which every new tour starts from. | Tour context |
| Tour Defaults | Tours | The house style every new tour starts from. Each tour can override it. | Style and defaults |
| Style Guides | Tours | Visual presets for the look of your tours, such as colors and type. | Style and defaults |
| CRM & Sales tools | Integrations | Connecting HubSpot, Salesforce, Pardot and Slack. | Integrations |
| Web Tag | Integrations | The one script that puts your agents on your website. | Web tag |
| Tracking | Integrations | Running your Google Tag Manager container on tour and hub pages ShowPilot hosts. | Run Tag Manager on hosted pages |
| Insights | Integrations | Keeping your own team's visits out of your numbers by excluding internal IP addresses. | Exclude internal traffic |
| API keys | Integrations | Keys that let your own tools read your workspace, and write where you allow it. | Create an API key |
| Meetings | Integrations | Booking links your agents can offer to qualified visitors. | Set up booking |
For how ShowPilot protects your visitors' data, see Trust and security.
Troubleshooting
| Issue | What to check |
|---|---|
| A change is refused with a message about admins | Some settings need an admin. Ask an admin in your organization to make it. |
| Web Tag says Approve a domain first | Approve your domain in Targeting. The web tag only loads agents on approved domains. |
| A row says None yet or Not set up | Nothing is set there yet. Open it to set it up. |
Frequently asked questions
How do I know what still needs setting up?
Check the state on the right of each row. None yet means nothing is set there. Ready means it's set up.
Where did routing settings go?
Routing lives in Inbound → Routing. See Routing rules.