Project settings
The Settings section is used to manage the main parameters of your project, client base, integrations, and team members. Here you can rename your project, manage clients, configure integrations, and invite employees to your workspace.
General
This subsection allows you to change the project name.
By default, the project name is based on the email used during your ChatPlace registration. However, you can rename your project at any time.
How to rename your project:
Go to General
Enter a new name in the Workspace name field
Click Update
Contacts
This section allows you to manage your project's entire client base. Two main tools are available:
Export contacts – Export your client database as a .csv file, selecting the desired accounts and export parameters.
Telegram contact import – You can import a customer base from a Telegram bot into the ChatPlace. This is convenient if you are transferring a bot from another service or from one project to another.
Integrations
Here you can manage all external service integrations.
In this section, you can:
Connect, refresh, or remove integrations
Configure payment system integrations
Connect CRM systems
Set up Telegram notifications
Team members
This section allows you to add employees to your project and assign roles.
How to add a team member:
Ensure the employee has registered a ChatPlace account
Enter their email into the input field
Choose their role (administrator or operator)
Confirm the addition
Accounts
At the bottom of the Settings page, you will see a list of all accounts connected to the project.
What you can do:
Click + to connect a new account
Click an Instagram account to refresh permissions if access was disrupted
If it is a Telegram bot, you can update the token.
Delete any account by clicking Delete. To prevent accidental deletion, you must type the word “delete” in the confirmation field.
Important! When you delete an account from a project, all automations, clients, and growth tools associated with this account are permanently deleted.