> For the complete documentation index, see [llms.txt](https://shoppad.gitbook.io/yedric/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://shoppad.gitbook.io/yedric/going-further/settings.md).

# Settings

Every assistant has its own **Settings** tab. It holds the assistant's name, the controls for how the AI analyzer tags its conversations, the live chat and escalation setup, and assistant-level secrets.

Open an assistant and click **Settings** in the left sidebar to get there.

{% hint style="info" %}
This page is about the **per-assistant** Settings tab. Organization-wide configuration (team members and roles, AI service keys, organization secrets, developer usernames, integrations, and usage) lives on a separate screen. See [Organizations](/yedric/going-further/organizations.md).
{% endhint %}

Changes here are not saved as you type. The header shows **Unsaved changes** while you have edits pending, and you commit them with **Save changes**.

***

## General

**Name** How this assistant appears across the dashboard. It is for your own reference and is not shown to end users.

***

## Conversation tagging

This is the part of the page worth understanding, because it decides what the AI analyzer records about every conversation, and those signals feed straight into the [Dashboard](/yedric/going-further/dashboard.md) and the [Conversations](/yedric/going-further/conversations.md) filters.

**Auto-tag frustrated conversations** Applies the **Frustrated** tag when the analyzer's frustration score crosses the threshold below. You can still add or remove that tag by hand, and doing so does not change the setting.

**Frustration sensitivity** A slider from 0 to 1, shown with its current value in the label. Conversations are tagged Frustrated at or above the score you pick, so **lower is more sensitive**. It appears only when auto-tagging is on. If you are getting Frustrated tags on conversations that read as ordinary, raise it. If genuinely unhappy conversations are slipping through untagged, lower it.

**Detect feature requests** Identifies when a conversation contains a feature request. This is what powers the **Feature requests** figure on the Dashboard and the Top feature requests list, so turning it off empties both.

**Analyzer instructions** Optional free text, up to 2000 characters, applied on top of the built-in rules. Use it to tell the analyzer things it cannot infer: name your product so look-alike asks are classified correctly, or say that billing and refund disputes should count as high frustration. This is the highest-leverage field on the page if the automatic tagging does not match how your team reads its own conversations.

***

## Live chat & support

Sets how a visitor reaches a human: the **Provider** choice between Yedric's built-in chat and an external handoff, business hours, and, with the built-in provider, staffing and routing. These are covered in full on [Live Chat](/yedric/going-further/live-chat.md).

A **Canned Responses** section also appears here when the built-in live chat provider is selected.

***

## Advanced: Secrets

Each assistant can hold its own encrypted secrets, listed under **Advanced**. Use these when different assistants need different credentials, for example when each one connects to a different customer account or environment.

Values are write-only. Once saved they are encrypted at rest and never returned to the dashboard, so to change one you enter a new value rather than revealing the old one.

Organization-level secrets are listed alongside them, read-only, so you can see which names an assistant-level secret would override. **Assistant-level secrets win over organization secrets with the same name.**

Reference a secret by name in two ways, depending on where it is going:

| Form              | Use it in                                                               |
| ----------------- | ----------------------------------------------------------------------- |
| `{{name}}`        | Your instructions, a tool's base URL, or a tool URL.                    |
| `{{secret:name}}` | Authentication headers and query parameters on a custom MCP connection. |

Substitution happens server-side at chat time, so the raw credential never appears in your configuration. Single braces (`{name}`) are still accepted for backward compatibility, but prefer the double-brace form.

> **Note:** Managing secrets requires the Owner or Admin role. A Member opening this section sees a permission message rather than an empty form.

***

## Where other settings live

Not everything about an assistant is on this tab:

* Its instructions are on [Instructions](/yedric/getting-started/prompt.md).
* Its model, first message, and knowledge base live on the assistant's own pages under [Your Assistant](/yedric/getting-started/your-assistant.md).
* Its widget appearance, escalation toggle, and mascot are on [Widget](/yedric/getting-started/widget.md).
* Its actions and connections are on [Actions](/yedric/going-further/actions.md).
* Organization-wide settings are on [Organizations](/yedric/going-further/organizations.md).
