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Most settings in BoundBot are scoped to the current team. If you switch teams from the sidebar, you are also switching the data, bots, channels, and integrations you are managing. Open Settings from the sidebar to reach General, Members, Integrations, API Keys, and Customize Widget. Personal profile, billing, and upgrade actions live in the avatar menu instead of team Settings. See Account settings for those pages.

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General

Open Settings -> General to update:
  • team name
  • team image
This is the identity used throughout the dashboard and team switcher. WebChat gets its customer-facing name and avatar from the bot assigned to that channel.
Use a square image (e.g. 256×256 px) for the team logo so it displays well in the dashboard and team switcher. Configure customer-facing WebChat branding separately under Customize Widget.
If you are an Owner, the General page also shows a Danger Zone where you can delete the team. Deleting a team removes access immediately, cancels billing, and starts a 30-day recovery window before permanent purge. Members do not see this action.

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Team members

Open Settings -> Members to manage access. Current workspace roles are:
  • Owner: can invite, remove, and change member roles
  • Member: can work inside the team but cannot manage ownership-level settings
If your plan allows it, owners can invite members by email.
The number of members you can invite depends on your plan. If you hit the limit, upgrade or remove an existing member before inviting someone new. Check Billing and usage or the dashboard for your current cap.

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How to invite

  1. Go to Settings -> Members.
  2. Click Invite member (or the equivalent action on your dashboard).
  3. Enter the invitee’s email and send the invite. BoundBot also shows a copyable acceptance link in case you need to share it directly.
  4. The invitee accepts with the same email address and joins as a Member.
  5. On Starter or above, an owner can change the accepted member’s role to Owner from the member list when needed.
Invites may expire after a set period; if one lapses, send a new invite from the Members page.

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Integrations

Open Settings -> Integrations to manage team-scoped services: If you disconnect an integration, anything that depends on it will stop working until you reconnect it.
Disconnecting an integration immediately affects all live bots and workflows that use it. Customers may see failed bookings, missing product data, or broken flows until you reconnect the service or update the bot. Check which bots, actions, or workflows use the integration before disconnecting—see Integrations for details.
Team-scoped integrations do not carry across teams automatically. If you connect Calendly or Google Sheets in one team, reconnect them in every other team that needs them.

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Customize widget

Open Settings → Customize Widget to manage each WebChat channel’s appearance, bot, conversation starters, voice greeting, page visibility, preview, and installation code.

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API keys

Open Settings → API Keys to create credentials for BoundBot’s hosted MCP server. The full key is shown once; store it securely and revoke it immediately if it is exposed. Each key belongs to the current team and lets a configured MCP client use the tools BoundBot exposes for that team’s bots, channels, conversations, knowledge, products, leads, orders, and dashboard data. See Connect to BoundBot through MCP for the endpoint, headers, tool boundaries, and security guidance.

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Multiple workspaces

The sidebar team switcher lets you move between teams. Multiple workspaces are available on higher tiers, which is useful for agencies, multi-brand businesses, or separate environments.

Account settings

Return to your personal profile and login settings instead of team-scoped settings.

Integrations

See what each team integration does before you connect or disconnect it.

Connected MCPs

Extend a team with external tools and live data on supported plans.

BoundBot MCP server

Connect an external AI client to the current team’s BoundBot data and tools.

WebChat

Pair widget customization with the actual channel configuration and public key.