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Visibility controls whether your agent is hidden for your own testing or published for end users — and, when it’s public, who is allowed to chat with it. Open Channels & API → Visibility from the agent sidebar.

Prerequisites

Private vs. Public

At the top of the Visibility screen, choose how your agent is exposed:
SettingWhat it means
PrivateThe agent is completely hidden. Only you can view and interact with it, for testing purposes.
PublicThe agent is accessible to end users, based on the access settings you configure.
The Visibility screen with the Private and Public options.

Public access modes

When you select Public, the Make your chatbot public? dialog asks how you want to control access:
ModeWho can use it
Use for FreeAny user can access your chatbot without restrictions or authentication.
RestrictAccess is restricted. Only users from your CRM can use this chatbot.
Pay for AccessAccess is restricted. Only users with a paid chatbot subscription can use this.
With Restrict and Pay for Access, visitors identify or pay before the conversation starts, and their details are captured as contacts in your CRM.

Tips

  • Keep an agent Private while you build and test it, then switch to Public when it’s ready for real visitors.
  • Use Use for Free for the lowest-friction informational agent; choose Restrict or Pay for Access only when you need to gate the content.

Embed & install

Appearance

Message customization