Configuration¶
How Settings Work¶
Rose settings are organized in the backoffice under Settings. Some you can change yourself, others are managed by your Rose account manager.
Using the Settings Page¶
- Log in to your backoffice.
- Click Settings in the left sidebar.
- Pick a section (e.g., Appearance, CTAs).
- Edit the values you need, then click Save.
Settings are split into two groups:
- Global — Apply to your entire Rose account (e.g., your company name).
- Website Agent — Apply per site. Select the site from the top-right dropdown first.
Some sections have a toggle in the header. Turn it on to enable the feature, then configure its settings below.
Self-Service Settings¶
Identity¶
Your company profile, used by the AI agent in conversations.
- Company name — How Rose refers to your company when chatting with visitors.
- Default language — The primary language for conversations. Rose adapts automatically when visitors write in other languages, but this sets the default.
- Custom disclaimers — Override the standard AI disclaimer text. You can set a different message per language.
Appearance¶
Controls how the widget looks on your site.
- Primary color — Your brand color. The widget buttons, links, and accents use this color.
- Z-index — If the widget appears behind other elements on your page (modals, sticky headers), increase this value so it sits on top.
- Always show disclaimer — By default, the AI disclaimer only appears on the first message. Turn this on to show it on every message.
- Copilot layout toggle — Lets desktop visitors switch the expanded chat from the centered popup to the side-panel copilot layout. This controls the optional toggle in regular chat mode only; Form Assistant can still force the side-panel layout on matching form pages.
Call-to-Actions (CTAs)¶
CTAs are the action buttons Rose shows during conversations — things like "Book a Demo" or "Start Free Trial". When a visitor clicks one, they're taken to the URL you configure.
Each CTA has:
- A name the AI uses internally to decide when to show it (e.g.,
{{DEMO_CTA}}). - A tracking ID for your analytics (e.g.,
demo-cta). - A URL and button text per language — so "Book a Demo" can link to
/book-demoin English and/fr/reserver-demoin French.
You can also:
- Hide the widget on CTA pages — Useful for booking or checkout pages where you don't want the chat to distract from conversion.
- Track additional destination pages — URLs that count as CTA conversions even if they're not directly linked from a button.
Engagement¶
Controls how the agent starts and continues conversations. This is a feature toggle — enable it first, then configure:
Dynamic questions — The suggested questions visitors see when the widget loads. These help visitors start a conversation without having to think of what to ask.
You can set different questions for different pages. For example, your pricing page might suggest "What plans do you offer?" while your homepage suggests "What does Rose do?". Questions can be different per language.
Follow-up suggestions — After Rose answers a question, it suggests 2–3 related questions the visitor might want to ask next. This keeps the conversation going and helps visitors discover more about your product.
In-Chat Booking¶
When enabled, Rose collects the visitor's email before redirecting them to your booking page (Calendly, HubSpot, etc.). The booking page receives the email as a URL parameter, so the visitor doesn't have to type it again.
The flow:
- Visitor clicks a booking CTA (e.g., "Book a Demo").
- If Rose doesn't know their email yet, it asks for it in the chat.
- Once provided, Rose redirects them to your booking page with the email pre-filled.
- If the visitor's email is already known (from a previous session), the redirect happens immediately.
This means you capture the lead's email even if they don't complete the booking.
Form Assistant¶
Adds Rose's AI directly into your website forms. When visitors are filling out a contact or signup form and have a question — about pricing, features, or anything else — they can ask Rose without leaving the form.
This reduces form abandonment by answering questions right where they come up.
When a page matches your Form Assistant rules, Rose switches from the normal floating chat flow to a less intrusive side-panel experience:
- The widget starts as a small button in the bottom-right corner instead of the centered search bar
- Opening it shows the copilot side panel instead of the centered popup
- The first open starts with a welcome message and page-specific starter questions
Form Assistant is separate from the optional copilot layout toggle in Appearance. The toggle lets visitors choose the side panel in regular chat mode; Form Assistant forces it automatically on the pages you configure.
AI Sections¶
AI Sections are standalone question panels you can embed anywhere on your website — not just near the main chat widget. Each section shows a set of clickable questions relevant to that page.
When a visitor clicks a question, the Rose widget opens and answers it immediately.
You manage AI Sections from their own page in the backoffice sidebar (not from Settings). The toggle in Settings just enables or disables the feature globally.
Analytics¶
Tracking and measurement settings.
- Login URLs — Pages that indicate a logged-in user (e.g.,
/dashboard,/app). Rose excludes these visitors from engagement analytics since they're existing customers, not prospects. - UTM parameter — Custom UTM parameter name for session tracking.
- Form tracking pages — Pages where Rose tracks form submissions.
- Thank you pages — URL patterns Rose uses to detect completed form submissions (e.g.,
/thank-you,/confirmation). - Form detection strategies — Controls how Rose detects form submissions on your site, including contact forms, booking widgets, and other conversion points. All strategies are enabled by default.
- Event forwarding — Send widget events to your analytics tools. See Event Forwarding for setup.
Traffic Control (partial)¶
Some traffic control settings are self-service:
- Exclude URL patterns — URLs where the widget should never appear (e.g.,
/blog/*,/admin/*). - Display only on URLs — If set, the widget only appears on pages matching these patterns. Everything else is hidden.
- Hide on CTA pages — Automatically hide the widget on CTA destination pages.
Managed by Your Account Manager¶
These settings affect how Rose is deployed and how leads are qualified. They require coordination with your account manager to change.
Traffic Control (advanced)¶
Your account manager controls what percentage of visitors see the widget, whether it appears on mobile devices, and how it behaves on single-page applications. These settings affect widget availability across your entire site and are typically adjusted during rollout or A/B testing.
Qualification¶
Rose can automatically identify and score your visitors in the background:
- Enrichment identifies the visitor's company from their IP address before they even start chatting.
- Interest signals detect buying intent during the conversation — things like asking about pricing, requesting a demo, or comparing with competitors.
- Form collection extracts key information from the chat (company size, use case, timeline) so your sales team gets pre-qualified leads with context.
Your account manager configures which signals matter for your business and how they're scored.
Content Gating¶
Content gating lets you offer premium resources (case studies, whitepapers, detailed guides) in exchange for the visitor's email. After a set number of messages, Rose presents a gate asking for contact information before unlocking the content.
This feature requires the Nurturing Agent. Your account manager handles the setup.
Need Help?¶
Contact your Rose account manager to adjust managed settings or if you need guidance on any configuration.