Settings has five tabs: General, AI, Products, Email and Automation. Your license panel sits above them. Integrations and Import are separate screens on the main menu, and every tab has its own Save Settings button.
General:
- Your name on every reply: Brand name, Replies are signed by, Replies are sent from, and Tell me about new tickets at, where new ticket alerts and too long warnings go. The brand name is used in the AI persona and available to macros.
- Where customers go: the three pages holding your shortcodes. For each one, pick a page on this site, press Create It For Me, or type an address if it lives somewhere else.
- How your emails end: your Signature, plain text, appended by the AI persona and available as a macro placeholder.
- Ticket numbers: tickets are numbered, and numbers are never reused. If you have older tickets with the old style of reference, a button numbers them too, oldest first, with a warning that anyone holding an old code will no longer find the ticket by it.
- Support page design: the full-page Support Centre for your Contact Support page, its logo text, menu, button and footer links, and other pages to wear the same header and footer. Off by default.
- Help article design: Show help articles as a designed help centre, on by default.
- Colours: ten schemes from WordPress Native through Results Amber to Developer Dark, plus Follow the ResultsAiX Hub, with instant preview.
- Help and your account: shortcuts to the setup wizard, your account portal, Diagnostics and Training.
AI:
- Your Claude key.
- What the AI does by itself: four switches. Sort every new ticket, Try to resolve it, and Draft a reply for every ticket are on by default. Send drafts without me when confidence is high is off.
- How sure must it be to act by itself?: a percentage, 85% by default. Below it, the AI never acts alone and only drafts.
- Your monthly limit: a hard stop, 50 USD by default, counted per model at Anthropic's prices.
- Which models: everyday replies, sorting and hard tickets, each picked from Anthropic's live list of the models your key can use, with Check for new models now.
- What the AI costs you: real numbers from your own desk.
Products:
- What you sell: a name, a short code, a one line description, a price and a page address for each product. Leave it empty and the AI will not guess a product at all. See Your Products, Prices And Other Addresses.
Email:
- How your emails are sent, how your emails look, what your customers are sent, who gets told and when, and turning emails into tickets with IMAP. See Your Emails: Sending Service, Branding And Alerts and Connecting Your Support Email With IMAP.
Automation:
- Before a ticket is sent: suggest help articles as the customer types on your contact form.
- When a customer is upset: the Slack alert threshold, from Neutral (every ticket) to Angry, which is the recommended default.
- How long is too long: First reply within, 24 hours, and Resolved within, 72 hours. Zero switches a check off. Only your time counts.
- When a customer goes quiet: Solve after this many days without a reply, 7 by default. Zero switches it off.
Elsewhere:
- Chats and notifications are set up under AiX Support, Chats.
- The homepage chat, your product catalog address, the daily AI answer limit and how long chats are kept are on the Chat history screen.
Deactivating the plugin clears both scheduled jobs. Your tickets, contacts, sales and articles stay in the database.