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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, 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 workspace. The team name and image you set here also drive how your brand appears in the WebChat widget. When customers open the chat on your site, the widget can show your team name and logo so the experience feels on-brand. Use a clear, concise team name and a square logo or avatar for the best result in the widget header and across the dashboard.
Use a square image (e.g. 256×256 px) for the team logo so it displays well in both the dashboard and the WebChat widget. High-contrast assets work in light and dark widget themes.
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 choose the role (Member or Owner).
  4. Send the invite. The invitee receives an email with a link to join the team.
  5. After they accept, they appear in the member list and can access the workspace according to their role.
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 change the WebChat experience without leaving the dashboard. This page is the same customization flow exposed under chat experience.

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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.

WebChat

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