Table of Contents

Account Settings

Desirée M Updated by Desirée M

Learn how to manage all the relevant information from your Landbot Account, right from your Dashboard 🔧

Account

Click on your avatar at the bottom left of your Dashboard and select Account:

Here you'll find the main information of the Account and login details for the user that created the account, namely:

● First name and Last Name: These are the personal details of the user that created the Account.

● Password / Confirm your password: This field will appear empty for security reasons.

If you want to change your password, you can type in a new password, confirm it and save the changes.

● Email: This is the main email you use to log into Landbot, not the contact email (which will be in the Company section, as we will explain further in this article).

Also, please keep in mind that each Teammate has their own login and password to enter the app. You will find this in the Team section of the account (as we explain below).

● API Token: The Token that allows your user to use Zapier and other APIs to build integrations.

Company

Click on the avatar at the bottom left of your Dashboard and select Company:

This section allows you to set up the general information about your account.

For billing and payment purposes, all changes must be made in the SUBSCRIPTION SECTION.

Please see this article to find more information about the Subscription section.

Here you can modify your Company's main information, such as:

● Company full name: Set up your BRAND NAME.

● Contact phone: Add your company’s phone number.

● Contact email: Enter the email where you want to receive Landbot notifications.

● Contact address: Provide your company’s current address.

Team

Click on the avatar at the bottom left of your Dashboard and select Team:

In this section, you can manage your team: add/delete Teammates, set their Roles and Permissions, and view information about your Team.

Preferences

● Time zone: Select the time zone you want to apply to your end-users' data.

● Date and time format: Choose how you want dates and times to be displayed.

Date formats:

Time formats:

● Assignation rules for agents: here you can select between assignation options for when agents are offline.

  • No status check: The chats will stay with the agent they were assigned, regardless of the agent's status.
  • Unassign chats: If the agent is not online, the chats will be unassigned, and can be manually reassigned to the other online agents.
  • Reassign chats to online agents: If the agent is not online, the chats will be reassigned to the other online agents, according to the volume handled by them. If there are no agents online, the chats will remain Unassigned.

Archive

In the Archive you'll find three different tabs of users' data that have been "inactive" for a year or more. This data will be automatically deleted after 5 years.

For each tab you'll be able to filter or export this data:

  • Users data tab:

Export a CSV to be sent to your Landbot account's address:

  • Chats data tab:

You will be able to download a JSON with all the messages for each chat:

  • Integrations data tab:

You will find all your integrations logs that have one year or more. Can be exported as a CSV to be sent to your address:

Notifications

The Notifications section lets you choose your preferred channel and select which types of notifications you want to receive in your account.

Notifications' Channel

You can choose between two different channels to receive notifications:

  • Desktop In-App 🖥

You will receive a pop-up notification directly in your browser (only on Desktop, not on mobile).

  • Email 📧

You will receive a notification email sent to your account’s registered email address.

When will I receive these notifications?

By default, you will not receive notifications while logged in and set to Online. You can enable them by switching the toggle if you prefer to be notified even when Online.

To learn more about Agent Status, please check this article.

Types of Notifications
  • Notify me when I am assigned to a new conversation

By enabling this notification, you receive an alert whenever a new chat passes through the Human Takeover block and is assigned to you. This way, you're always aware of new conversations that need your attention.

  • Notify me when I receive new messages in an assigned conversation

This notification keeps you informed whenever a user you're actively chatting with sends a new message. It helps you stay responsive and maintain real-time conversations.

Delete Account

WARNING: Please keep in mind that after you delete your account, it is not possible to recover your bots and any data related to the account⚠️

So if you need a backup, just Downgrade to the Sandbox plan, following the procedure we explained in this article.

If you definitely want to delete the account, when in your Dashboard, click on your Avatar on the lower left side of your screen, and select the option Company.

On the Company Section of your account, you can find the Delete this Account option in the lower right corner:

Once you click on Delete account, a confirmation message will appear. Click on Delete if you are sure you want to delete the account.

We still give you one last chance to think it over. If you are completely sure, click on Yes, and your account will be deleted.

For how long is my data kept?

We retain the data associated with your account for as long as your account is active or until you request the deletion of the account itself. If your account remains inactive for an extended period, it will be deactivated based on our retention policy:

  • 6 months for accounts that have downgraded from a paid subscription to the Sandbox plan;
  • 30 calendar days for Sandbox accounts with no paid subscriptions.

Upon account deactivation, non-personal data will be promptly deleted, while personal data will be archived and permanently deleted after 3 years, and financial data after 6 years, in compliance with legal requirements.

Please note that while we perform regular database backups for disaster recovery purposes, these backups are not intended for customer data recovery requests. Once data is deleted from your Landbot account, it will be permanently erased from our servers, and no restoration will be possible in case of account data deletion.

For more information regarding our Data Retention policies, please refer to the clause 8.3 q. of our Privacy Policy.

Was this article helpful?

Trial period

Common reasons for not receiving account activation email

Contact