Every time you click “Apply”, the AI employee's settings are saved in the history. If the new settings turn out worse than the previous ones, you can bring the old ones back. You can delete an employee you no longer need.
Where to find it
- History: employee page → “More” → “Change history”.
- Deleting: employee page → “More” → “Remove employee”. Only the Owner sees this item.
What the history shows
In the “Applied settings” block, each entry is one application of settings. An entry shows:
- the date and time of application in UTC;
- who applied the changes;
- the “Currently active” mark on the current settings;
- the “Previous settings restored” note if the entry appeared after a restore.
Until settings have been applied at least once, you see the message “No changes yet”.
How to view previous settings
- Open “More” → “Change history”.
- Next to the entry you need, click “View”.
- In the “Settings from …” block, look at the task template in these settings and now, as well as the values of the communication fields.
- In the “Differences from current settings” section, compare the “Now” and “In these settings” lines. If the texts do not differ, you see “Text settings are the same.”.
- Compare the “Actions now” and “Actions in these settings” lists.
- Click “Close” to return to the list.
How to restore settings
- Open the entry you need with the “View” button.
- Click “Restore”.
The settings immediately become current and are applied in all connected channels. The message “Previous settings restored and applied to connected channels.” appears. A new entry marked “Previous settings restored” appears in the history. This means a restore can also be undone: restore the previous entry.
The entry marked “Currently active” has no “Restore” button.
The task template, communication fields and selected actions are restored. The following are not restored and stay as they are:
- access to documents;
- business data: information, services, documents;
- response mode, stopping answers and handing conversations to the team;
- the employee's name.
How to delete an AI employee
- On the employee page, click “More” → “Remove employee”.
- On the “Removing an employee” page, type the name in the “Enter the employee's name” field exactly as it is shown.
- Click “Remove employee”. The button becomes active only when the name matches.
After deletion, the “AI employees” page opens with the message “The AI assistant was removed and its active connections were disabled.”.
Good to know
- All members of the business can see the history. The Owner and Administrator roles can restore settings.
- Only the Owner can delete an employee.
- When an employee is deleted, all its active connections to customers are turned off. The history is kept for audit.
- A deleted employee cannot be brought back in the app. If you need it again, create a new one.
- If you only need to stop answers temporarily, do not delete the employee: click “Pause” in the header of its page.