Settings overview

Everything that controls how Zubby AI behaves for a single store lives under Settings. Open it from the dashboard sidebar, or go directly to /app/<storeId>/settings. The header reads Settings with the subtitle “Manage your storefront connection, AI behavior, team access, and billing.”

Settings is tenant-scoped: every change you make applies only to the storeId in the URL. If you run multiple stores, switch stores first, then adjust settings - nothing here is shared across stores unless a doc says otherwise.

How settings are organized

The sub-pages are grouped into four sections in the settings navigation. Click a section to reveal its tabs:

Brand - Workspace, Brand Voice, Loyalty, Legal. How your store presents itself and what the AI is allowed to say.
Behavior - AI Setup, Custom Tools, SLA, Canned Replies. How the agent thinks, responds, and when it escalates.
Integrations - API Keys, Team. Who and what can connect to your store programmatically or as a collaborator.
Data - Billing, AI Budget, Security. Your plan, AI spend, and account-protection controls.

The default tab is Workspace

Opening Settings lands you on Workspace, which shows store health, recent sync jobs, widget appearance, and your embed credentials. It is the fastest place to confirm your store is connected and syncing.

Workspace

The landing page. It surfaces four headline cards (products indexed, active rules, recovery campaigns, and your plan), a Store health panel with connection state and the most recent sync jobs, a Widget appearance form (primary color, position, agent name, welcome message), and an Embed and credentials card with your widget preview URL and widget API key. Owners and admins can rotate the widget key here.

Behavior settings

AI Setup - the chat brand-voice knobs (tone profile, greeting style, emoji usage, custom instructions) and the conversion-flow toggles such as guided selling, lead capture, bundle recommendations, and human handoff. See AI setup & behavior.
Custom Tools (Pro and above) - give the agent new abilities by connecting your own HTTPS APIs (loyalty lookups, appointment booking, warranty checks). The AI decides when to call each tool from its description; calls are SSRF-guarded, time-limited, and capped per conversation.
SLA - first-response and resolution time targets that give support tickets a due time. See SLA targets.
Canned Replies - slash-shortcut snippets for the inbox composer. See Canned replies.

Brand settings

Brand Voice - the deep voice editor: tone, persona, reading grade, forbidden words, do/don’t examples, and per-channel variants. Applied to recovery emails, content studio and social drafts, catalog improver output, and product FAQ answers (the live chat voice is set on AI Setup). See Brand voice.
Loyalty - rewards, how each reward is delivered when a shopper redeems it, code pools, and earn-rate tiers. See Loyalty.
Legal - download a pre-filled Data Processing Addendum and privacy policy. See Legal & compliance documents.

Integrations & data settings

API Keys - mint and revoke bearer tokens for the public REST API. See API keys.
AI Shopping Feeds (Pro and above) - publish your catalog as Google Merchant Center and OpenAI product feeds. See AI shopping feeds.
Integrations - commerce, messaging, email, marketing, and helpdesk connectors. Messaging channels need Pro; Zendesk and Gorgias ticket handoff needs Growth. See Inbox and Human handoff.
Team - invite teammates and assign roles. See Team & roles.
Billing - your plan, invoices, and subscription management. See Billing.
AI Budget - token and estimated cost usage for the month, broken down by capability and model. Members with settings access can edit the monthly cap and warning threshold. See AI budget & cost caps.
Security - account-protection controls for the store. See Security.

One settings page lives outside this navigation: Notification delivery preferences at /app/<storeId>/settings/notifications, reached via the Settings button on the notifications inbox. See Notifications.

Some tabs need elevated access

Viewing and rotating widget credentials is limited to owners and admins. Other roles see a placeholder instead of the key. Team membership and roles are managed under Settings → Team.

A sensible first pass

Open Workspace and confirm the store shows as connected with a recent sync - nothing else matters until data is flowing.
Set the chat voice and conversion flows on AI Setup, then the written-content voice on Brand Voice, so every AI surface sounds like you from day one.
Invite collaborators under Team with the narrowest role that fits - access is easier to widen later than to claw back.
Finish in Data: check your plan on Billing and glance at AI Budget so usage surprises never reach your invoice.

New to the product? Start with Getting started. To understand what the agent does with these settings under the hood, read How the AI works. Pricing and plan limits are covered on the pricing page.