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Response Settings

Control where and how Chat Aid responds to questions across your organization. This settings page allows you to configure data sources, channel response permissions, and response behavior.

Data Source Settings

Configure which data sources Chat Aid uses when answering questions.

Available Options

Company Data Sources Only

  • Chat Aid will only search your indexed company data
  • Answers are based exclusively on documents, messages, and content you've added
  • Best for organizations that want complete control over information sources
  • Fastest response time

Online Data Only

  • Chat Aid will search the internet for answers
  • Uses GPT-4.1 with May 2024 knowledge cutoff
  • Useful for general knowledge questions
  • No access to your proprietary company information

Company and Online Data (Recommended)

  • Combined search across your company data AND online sources
  • Prioritizes company data when available
  • Falls back to online sources when company data doesn't have the answer
  • Most comprehensive answers

How to Configure

  1. Navigate to SettingsResponse Settings
  2. Under Data Sources, select your preferred option
  3. Changes take effect immediately for all new questions
note

This setting applies globally to all Chat Aid interactions unless overridden at the API key or widget level.

Channel Response Permissions TeamBusinessEnterprise

Overview

Channel Response Permissions control where Chat Aid can respond to questions in Slack and Microsoft Teams channels. This setting requires either Slack or Microsoft Teams to be connected to appear.

Response Modes

Allow responses in all channels – Respond anywhere Chat Aid is added or mentioned.

Only respond in channels with licensed users – Respond only in channels with at least one licensed user.

Only respond in private channels with licensed users – Respond only in private channels with at least one licensed user.

Disable responses in all channels – No channel responses (DMs may still work).

How to Configure

  1. Navigate to SettingsResponse Settings
  2. Under Channel Response Permissions, select your desired mode
  3. Click Save or wait for auto-save
Caching Behavior

User license status and channel membership is cached for up to 10 minutes for performance. There may be a short delay after adding or removing users from channels before Chat Aid's response behavior adjusts.

Channel Overrides

When using restrictive response modes (licensed-only, private-only, or disabled), you can add specific channels as overrides to allow responses regardless of the global setting.

Use Cases:

  • Allow #general channel even when using "licensed only" mode
  • Enable #support channel even when global responses are disabled
  • Whitelist specific channels for testing

Adding Override Channels:

  1. In Response Settings, scroll to Override Channels section
  2. Click Add Channels
  3. Search for and select channels
  4. Select channels to add
  5. Click Add Selected

Removing Override Channels:

  1. Find the channel in the Override Channels table
  2. Select channels to remove
  3. Click Remove Override in the bulk actions menu
Filtering

Use the search box and platform filter (Slack/Teams) to quickly find channels in large workspaces.

Direct Message Settings

Allow Direct Message Responses

Control whether Chat Aid responds to direct messages (DMs) from users.

Options:

  • Yes (Default): Users can ask questions via DM
  • No: DMs are disabled; users must ask in channels

When to Disable DMs:

  • Encourage public knowledge sharing in channels
  • Reduce question volume
  • Enforce team-based access control

How to Configure

  1. Navigate to SettingsResponse Settings
  2. Find Direct Message Responses
  3. Select Yes or No
  4. Changes apply immediately

Bot Response Settings

Allow Bot Mentions

Control whether Chat Aid responds when mentioned by other bots.

Options:

  • Yes: Chat Aid will respond to bot mentions (Note: Chat Aid will never respond to itself)
  • No (Default): Ignores messages from bots

When to Enable:

  • Integration workflows that involve bot-to-bot communication
  • Automation scenarios where bots ask questions on behalf of users
  • Zapier or other automation triggers

When to Disable:

  • Prevent bot loops
  • Reduce noise from automated systems
  • Focus on human interactions only

How to Configure

  1. Navigate to SettingsResponse Settings
  2. Find Bot Responses
  3. Select Yes or No
  4. Changes apply immediately

Common Scenarios

ScenarioResponse ModeChannel OverridesDM ResponsesResult
Public Workspace, Selective Access
Allow everyone to ask questions, but only in certain channels
Disable responses in all channelsAdd approved channels (#help, #questions, #support)YesChat Aid only responds in approved channels and DMs
License Enforcement
Only allow licensed users to access Chat Aid
Only respond in channels with licensed usersNone or add specific public channelsYes (DMs check user license automatically)Chat Aid respects license boundaries while allowing access in licensed contexts
Private Knowledge Base
Restrict Chat Aid to private channels only
Only respond in private channels with licensed usersNoneYesPrevents public channel access, maintains privacy
Maintenance Mode
Temporarily disable Chat Aid while updating data sources
Disable responses in all channelsKeep admin channels for testingNoChat Aid is effectively offline except for override channels

Troubleshooting

Chat Aid Not Responding in Expected Channel

Check:

  1. Is the channel included in an override list (if using restrictive mode)?
  2. Does the channel have at least one licensed user (if using licensed mode)?
  3. Is the channel private/public matching your mode setting?
  4. Has it been 10+ minutes since user licenses changed?

Solutions:

  • Add channel to overrides
  • Add a licensed user to the channel
  • Adjust response mode
  • Wait for cache to refresh

Override Not Working

Possible Causes:

  • Response mode set to "all channels" (overrides only apply in restrictive modes)
  • Channel ID mismatch
  • Platform filter applied

Solutions:

  • Verify you're using a restrictive response mode
  • Re-add the channel override
  • Check both Slack and Teams sections

DMs Not Working

Check:

  1. Is DM responses enabled?
  2. Does the user have a license (if plan requires it)?
  3. Has the user messaged Chat Aid before?

Solutions:

  • Enable DM responses in settings
  • Assign user a license
  • Have user send first message to initiate conversation

API and Widget Overrides

Note that response settings configured here can be overridden at more specific levels:

  • Custom API Keys: Can specify their own data source settings
  • Chat Widgets: Can configure independent response behavior
  • Team Settings: Team-level settings may override organization settings

The hierarchy is: Widget/API > Team > Organization

See Custom APIs for API-specific configuration.