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Administration and Settings

Manage your work environment: users, teams, roles, subscription, the AI agent, and opening hours.

14 articles

Articles 14 articles

Administration and settings

Learn what settings you can manage yourself to alter the behavior of many parts of Sarrai

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Inviting and managing users

Learn how to add your team mates to Sarrai by inviting them into your Workspace.

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Managing Teams

Work together with your colleagues as efficiently as possible by dividing into teams and sharing the workloads.

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Setting up roles and permissions

By using roles and permissions, you govern what exactly is possible for each user and role.

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Setting up knowledge automation

Automate your knowledge base by managing the thresholds for knowledge gaps and your weekly digest.

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Requesting and downloading exports

By exporting information from Sarrai, you can create backups for safekeeping or other reporting purposes. Exports are executed in the background and you will be notified when they are available for download.

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Setting the default assignment for escalated conversations

By setting the default assignment, you control what happens to new conversations. You can either route it directly to a person or route it directly to a team.

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Setting up your workspace and theme

Learn how to set up your workspace and determine a theme for all users in the Workspace.

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Setting opening hours

By setting up your opening hours to determine when Sarrai AI can use the expert channel to double check information and to manage a customer's expectation when his/her conversation is escalated to your support team.

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Subscription and invoicing

Managing your subscription can be done from the Settings.

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How much does Sarrai cost?

Sarrai starts at € 149 per month, with the first month free. There are four plans (Starter, Growth, Pro, and Enterprise), each with its own number of conversations per month. If you go over your limit, everything keeps working and you decide what happens.

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Configuring Sarrai's standard messages (per language)

In Settings > Chat you set Sarrai's standard messages: the first message and the out-of-scope message (Sarrai tab), and the handover message and the out-of-hours message (Escalation settings tab). You can fill in each message per language; leave a language empty and Sarrai falls back to the default text.

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Configuring Sarrai AI's name, button text and avatar

In Settings > Chat > Avatar you personalise how the chat appears: the button text on the chat button, the name the assistant answers under, and the avatar image. Leave something empty and it falls back to the Sarrai default.

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Requesting visitors' contact details in the chat

In Settings > Chat > Escalation settings, Request contact details lets you decide whether visitors fill in their details before chatting: Disabled, Optional or Required, and which fields (name, email address, company) are required.

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