Ocelot is continually enhancing the administrative platform to increase your ability to self-serve customizable aspects of the platform. Some examples of recent additions include:

  • Users now have varying levels of permissions based on role.
  • Permissions managers can adjust permission levels for all product users.
  • Administrative-level users are able to customize the look, feel and behaviors of the chatbot.
  • Users have visibility into product usage quotas (i.e. texts sent to unique contacts, remaining live chat agent licenses available, etc.).


The following areas currently require Ocelot to adjust settings/content in the back-end administrative system:


  1. Office name and contact information variables
    • You are able to view and edit all variables with exception to office name and contact information variables. Examples of these variables include: 
      • Office-clarifying variables, such as !{office}-office, !{office}office-hours, !{office}contact-number, etc.
      • Office-specific variables, such as !FA-office, !ADMcontact-location, !ACADVcontact-link, etc.
    • A detailed explanation of these variables is available in the "Office Contact Variables" section at the bottom of the Using Variables in your Responses article.
  2. Website URL(s) that are being spidered/crawled
    • Applicable main URL domains are gathered during the set-up process and integrated into the AI knowledge base platform to provide website suggestions for applicable responses.
    • These URLs can be viewed in Spiders area of the administrative portal, but edits to these URLs are not yet self-service.
      • Navigate to Spiders:
      • Click on the eyeball icon to view the content:
  3. Your chatbot's avatar and colors
    • While your chatbot's name can be changed in the Variables section ...
    • ... the avatar image and colors can only be edited in Ocelot's back-end system.


                

In order to request adjustments for these areas, contact your Client Success Manager (CSM) or open a new support ticket and detail your request.