# Settings

{/* AUTO-SYNCED SOURCE: this page lives in apps/app/src/modules/wa-bot/docs/ and is mirrored into the docs app by `bun sync:module-docs`. Edit it in the module, not in apps/docs. */}

<Lead>
The WhatsApp bot's settings live in the platform's central settings area; from inside the tool, the sidebar entry **Setup > Settings** (Einrichtung > Einstellungen) takes you straight there. Four tabs cover everything: **Profil & Texte** (profile & texts), **Verbindung** (connection), **Blockierte Kontakte** (blocked contacts) and **Daten & Löschung** (data & deletion).
</Lead>

<Note title="Who can change things here?">
Viewing only requires the tool's usage permission. Every change (saving texts, pausing the bot, disconnecting the number, unblocking contacts) requires the configuration permission for the WhatsApp bot. Without it, the controls are grayed out.
</Note>

## Profile & texts

Here you maintain the texts the bot introduces itself with:

<DefinitionList>
  <DefItem term="Name des Büros (office name)">
    "So stellt sich der Bot vor." (This is how the bot introduces itself.) Appears in the greeting and wherever the bot mentions your office.
  </DefItem>
  <DefItem term="Erreichbarkeit (availability)">
    "Ein Satz, wann Ihr Team persönlich antwortet." (One sentence about when your team replies personally.) For example weekdays from 9 am to 6 pm.
  </DefItem>
  <DefItem term="Datenschutz-Link (privacy link)">
    "Wird im Pflicht-Hinweis zu Gesprächsbeginn verlinkt." (Linked in the mandatory notice at the start of every conversation.) Only complete https addresses are accepted.
  </DefItem>
  <DefItem term="Übergabe-Notiz (handover note)">
    "Interner Hinweis für Ihr Team bei jeder Übergabe." (An internal note for your team on every handover.) Only your team sees it, never the customer.
  </DefItem>
</DefinitionList>

<Tip title="Company profile fallback">
The bot automatically fills empty fields from your company profile ("Leere Felder übernimmt der Bot automatisch aus Ihrem Unternehmensprofil."). You only need to fill in what should differ from the central profile.
</Tip>

After saving, the app confirms: "Der Bot nutzt die neuen Texte ab der nächsten Nachricht." (the bot uses the new texts from the next message). Running conversations are not interrupted.

## Connection

This tab shows the status card of your WhatsApp Business number: the number, its status ("Verbunden", "Einrichtung läuft", "Verbindung gestört" or "Getrennt") and WhatsApp's quality rating ("gut", "noch keine Bewertung", yellow or red). When the bot is live, the card carries a **Live** chip. Connecting itself happens in the tool via the [connection wizard](/tools/wa-bot/verbindung), not here.

### The "Bot antwortet" switch

The **Bot antwortet** switch (bot replies) pauses the bot without losing anything: "Pausiert speichert der Bot alles mit, antwortet aber nicht. Ihr Team kann in der Inbox weiter schreiben." (paused, the bot keeps recording everything but does not reply; your team can still write in the inbox). On toggling, the app confirms "Bot aktiv" (the bot answers new messages again) or "Bot pausiert" (new messages are stored but not answered).

### Plan & usage

Below that sits the **Plan & Verbrauch** card (plan and usage): the bookable tiers of the add-on, the monthly price per tier and a counter for the running month. Conversations with your customers are unlimited in every tier; the tier decides the feature set. A tier that is not bookable yet carries the note "Bald verfügbar" (available soon) and cannot be selected.

**Wechseln** (switch) asks for confirmation first and names the price of the target tier:

- **Upgrading** takes effect immediately, and the difference for the remaining days of the month is invoiced right away.
- **Downgrading** also takes effect immediately; the difference for the remaining days is credited on your next invoice.

<Note title="When a downgrade is refused">
If you have already used up the AI replies included in your tier this month, the smaller tier stays locked. The message names both numbers and the date the month starts counting again. From that date the switch goes through.
</Note>

Changing the tier additionally requires the billing permission, and it is always blocked inside a support session.

### Danger zone

At the bottom sits the **Gefahrenzone** (danger zone) with the **Nummer trennen** button (disconnect number): disconnecting ends the connection immediately and deletes the stored access key; conversations and contacts are kept. The confirmation dialog "Nummer wirklich trennen?" repeats this; you confirm with **Trennen**. Details are on the [connection page](/tools/wa-bot/verbindung).

## Blocked contacts

This tab lists all blocked senders with their number and the "blockiert seit" timestamp (blocked since). The rule: blocked senders receive neither bot nor team replies, but their messages are still stored so the history stays complete.

- **Entblocken** (unblock) lifts the block; the app confirms "Blockierung aufgehoben": the contact receives replies again.
- **Blocking does not happen here** but directly in the conversation via the contact card in the [inbox](/tools/wa-bot/inbox).

If nobody is blocked, the tab shows "Aktuell ist niemand blockiert." (currently nobody is blocked).

## Data & deletion

The bot automatically deletes what is no longer needed; these deadlines run daily without your involvement. Four rules apply:

<DefinitionList>
  <DefItem term="Technische Roh-Daten (technical raw data)">
    Incoming WhatsApp events in raw format are permanently deleted after 14 days. They only serve debugging.
  </DefItem>
  <DefItem term="Nachrichteninhalte (message contents)">
    Contents of conversations with no activity for 24 months are anonymized. Statistics (counts, timestamps) are kept.
  </DefItem>
  <DefItem term="Schutz vor Nachrichten-Stürmen (message storm protection)">
    On an unusually high number of messages in a short time, the bot keeps recording silently and pauses its replies until things calm down. STOP is always honored immediately.
  </DefItem>
  <DefItem term="Abmeldungen (STOP) (opt-outs)">
    Whoever writes STOP receives no more automatic messages. A new message from the contact restarts the bot at their own request.
  </DefItem>
</DefinitionList>

## Next steps

The legal background of STOP, the 24-hour window and transparency is explained under [Rules and privacy](/tools/wa-bot/regeln-und-datenschutz). Back to the [overview](/tools/wa-bot).