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Account details

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Account Logo

Upload a logo to personalize your workspace and other account-level branding.

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Account name

• The display name of your workspace
• Visible across the platform (e.g., reports, dashboards)

The account name identifies your WotNot account and may be used in account-related communications and customer-facing information.

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Timezone

Sets the default timezone for:

• Reports and analytics
• Scheduling and timestamps

Your account timezone is used when displaying reporting data. WotNot’s reporting documentation confirms that report KPIs are calculated based on the account timezone. The account timezone can also affect operational features that use account-level time settings, such as live chat operational hours.

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Security settings

The Security tab allows you to enhance access control and protect your workspace with additional authentication layers. Add an extra layer of security by requiring a verification code during login. What it does:

• Requires users to enter a one-time code along with their password
• Helps prevent unauthorized access even if passwords are compromised

How it works:

• When enabled, users will be prompted to verify their identity using a code (typically via an authenticator app) during login

When to use:

• Recommended for all teams
• Essential for accounts handling sensitive customer data

Setting Up: To enable, follow these steps:

1. Goto Settings > Account > Settings
2. Select “Security”
3. Turn on the “Enable 2FA” switch

Once enabled, all your teammates signing up thereon will require to setup the 2FA on their app of choice i.e. Google Auth, LastPass, 1Password, Auth0 etc. Make sure you download your recovery codes, else you will not be able to access your dashboard. Allow your team to log in using your organization’s identity provider. What it does:

• Enables Single Sign-On (SSO) for your workspace
• Users can log in using existing credentials from providers like Google, Okta, Azure AD, etc.

Show Benefits

• Centralized access management
• Improved security and compliance
• Easier onboarding and offboarding of team members

Integrating WotNot with your identity provider makes logging in simple and secure for your team. Follow the steps in this article to configure your identity provider, to require OpenID connect SSO (Single Sign On) from all your teammates, or offer it as one of your sign in options. To enable your identity provider, follow these steps:

1. Go to Settings > Account > Security > SSO
2. Enable the SSO login switch
3. Fill in the required details
   1. IDP Provider URL
   2. Client ID
   3. Client Secret
   4. Redirect URL (to be configured in your identity provider)
4. Click “Save Changes”

Login with SSO is now enabled for your account. Any user trying to login using password or trying to reset password will not be allowed to login, and instead be directed to login using SSO. Signing in with SSO: Open https://app.wotnot.io/login and choose “Sign in with SSO”.

• Enter your email address, and click “Login”. In the background, WotNot will call your identity provider to confirm authentication and if successful, the user will be proceeded to the WotNot platform.

• If the user has access to multiple accounts, user will be asked to select the account they wish to login to.

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Password Reset

You can reset your own WotNot password from the login page if you have access to the email address registered to your account.

• Open https://app.wotnot.io/login
• Click Forgot Password.
• Enter your registered Email Address.
• Click Send the link.
• Open the password-reset email and click Reset Password.
• Enter and confirm your new password.

Use a strong password that includes a combination of uppercase letters, numbers, and special characters. For example. ‘Test123$’ If an Admin needs to manage another teammate’s access, see User management.

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Developer settings

The Developer tab provides access to your API token, which is used to authenticate and trigger programmatic actions on WotNot. Go to: Settings → Account → Developer

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API Access Token

The API Access Token is used to securely authenticate requests made to WotNot APIs. What it does:

• Authenticates API requests made from external systems
• Enables automation and integrations with your workflows

Use Cases:

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Data and Privacy

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Data retention

Automatically deletes chat and conversation data after a defined period to help with compliance and storage management. How it works:

• Once a retention period is set, data older than the selected duration is automatically deleted
• The deletion process runs periodically in the background

Important considerations:

• Deleted data cannot be recovered
• Applies to conversational data (chat history, messages)
• Recommended for organizations with compliance requirements (e.g., GDPR, HIPAA)

Data is stored such as:

• Account information
• User and teammate information
• Contact information
• Conversation and chat data
• Bot and agent configuration
• Knowledge-base content
• Campaign data
• Integration data
• Analytics and reporting data
• Technical and device data
• Security and authentication data
• Audit and activity logs

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Deleting an account

Deleting a WotNot account permanently removes the account and its associated chat data. To request account deletion:

1. Create a WotNot support ticket or email support@wotnot.io
2. Select an appropriate ticket type and describe your account-deletion request.
3. Submit the ticket and wait for confirmation from WotNot Support.

Approximately deletion requests are processed within 24 business hours. Deleting your account is different from cancelling your subscription. If you only want to stop a paid subscription while retaining your account and data, cancel the subscription instead.
How to cancel subscription, See Billing.

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Common questions