Access Modes
Control who can access your chatbot and how.
Access Mode Options
| Mode | Description | Best For |
|---|---|---|
| Open | Anyone can access | Public chatbots |
| Managed | Only invited users | Private chatbots |
| Anonymous | Track sessions without accounts | Semi-public |
Open Access
Anyone with the chatbot URL can use it.
Enable Open Access
- Go to "Settings" > "Users"
- Set Access Mode to "Open"
- Click "Save"
Considerations
- No user tracking (unless they optionally sign in)
- No access control
- Best for public-facing chatbots
Managed Access
Only invited users can access.
Enable Managed Access
- Go to "Settings" > "Users"
- Set Access Mode to "Managed"
- Click "Save"
- Invite users
Considerations
- Full control over who accesses
- User activity tracking
- Requires user management
Anonymous Access
Users can chat without creating accounts, but sessions are tracked.
Enable Anonymous Access
- Go to "Settings" > "Users"
- Set Access Mode to "Anonymous"
- Click "Save"
How It Works
- Users get temporary session IDs
- Sessions are tracked for analytics
- No personal data collected
- Sessions can expire/reset
Session Cleanup
Configure when anonymous sessions are removed:
| Setting | Description |
|---|---|
| After inactivity | Remove after X days inactive |
| After time | Remove after X days regardless |
| Manual | Only remove manually |
Combining Options
You can combine modes:
Open with Optional Sign-in
- Access Mode: Open
- Show sign-in option: Yes
- Users can optionally create accounts
Managed with Guests
- Access Mode: Managed
- Allow guests: Yes
- Invited users sign in, others are guests
Access Mode Comparison
| Feature | Open | Managed | Anonymous |
|---|---|---|---|
| Account required | No | Yes | No |
| User tracking | No | Yes | Session only |
| Access control | No | Yes | No |
| Document access control | No | Yes | No |
| Analytics | Limited | Full | Session-based |
Changing Access Mode
warning
Changing access mode may affect existing users.
When switching modes:
- Open → Managed: Existing users need invitations
- Managed → Open: All users can access
- Any → Anonymous: User accounts remain but aren't required