Client Options
- Company-level settings that control how new and anonymous clients are handled
- Per-client options for customizing bot behavior and account management
- How to link client accounts across multiple messaging channels
AutoTalk provides several options at both the company level and the individual client level that control how clients are managed, how the AI bot interacts with them, and how their accounts are connected across channels.
Company-level client settings
These settings apply to your entire business and affect how all new or anonymous clients are handled. You can find them in your company configuration:
| Setting | Description |
|---|---|
| Permitir clientes anonimos (Allow anonymous clients) | When enabled, people who contact your business without identifying themselves are still tracked as anonymous client records. When disabled, the system requires identification before creating a client record. |
| Clientes novos nao devem ser atendidos pelo robo (New clients should not be served by the bot) | When enabled, messages from brand-new clients are routed directly to a human agent instead of being handled by the AI bot. This is useful if you prefer to personally handle first-time interactions. |
These two settings give you control over the balance between automation and personal attention for new contacts.
Per-client options
Each individual client record also has options you can toggle to customize how AutoTalk interacts with that specific person:
| Option | Description |
|---|---|
| Disable service bot | The AI agent will not respond to this client's messages. All their messages are routed to a human agent. |
| Disable name update | The client's name will not be automatically overwritten when the messaging platform provides an updated display name. Useful when you have manually corrected a client's name. |
| Appointments need approval | Bookings made by or for this client require manual approval before being confirmed on the calendar. |
| Ignore in app | This client's messages will not appear in the inbox. Use this for spam contacts or numbers you want to suppress. |
How to configure per-client options
- Navigate to Empresa > Clientes and find the client.
- Click on the client's name to open their profile.
- Locate the Options or toggle section within the profile.
- Enable or disable the options as needed.
- Save your changes.
Linking client accounts across channels
If the same person contacts you from multiple platforms (for example, WhatsApp and Instagram), they may have two separate client records. You can link these accounts to get a unified view:
- Open one of the client profiles.
- Find the Associated Clients section.
- Search for and select the other client record.
- The accounts are now linked, sharing conversation history and appointment records across platforms.
Linking accounts ensures you see the complete picture of a customer's interactions regardless of which channel they use.
If your business values personal attention for first-time clients, enable the "Clientes novos nao devem ser atendidos pelo robo" setting. This routes new client messages directly to your team, letting you make a strong first impression before transitioning them to bot-assisted service later.
Next steps
- Tags and categories — Organize clients with labels and groups
- Custom attributes — Store business-specific data on client profiles