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Access Modes

Control who can access your chatbot and how.

Access Mode Options​

ModeDescriptionBest For
OpenAnyone can accessPublic chatbots
ManagedOnly invited usersPrivate chatbots
AnonymousTrack sessions without accountsSemi-public

Open Access​

Anyone with the chatbot URL can use it.

Enable Open Access​

  1. Go to "Settings" > "Users"
  2. Set Access Mode to "Open"
  3. 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​

  1. Go to "Settings" > "Users"
  2. Set Access Mode to "Managed"
  3. Click "Save"
  4. 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​

  1. Go to "Settings" > "Users"
  2. Set Access Mode to "Anonymous"
  3. 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:

SettingDescription
After inactivityRemove after X days inactive
After timeRemove after X days regardless
ManualOnly remove manually

Domain-based Access Restrictions​

You can restrict chatbot access to users from specific email domains. This is useful for internal chatbots that should only be accessible to your organization.

Configure Authorized Domains​

  1. Open your chatbot
  2. Go to the "Settings" tab
  3. Open "Manage Access"
  4. Add one or more authorized domains (e.g., acme.com, partner.org)
  5. Click "Save"

When domain restrictions are active, only users whose email address matches an authorized domain can access the chatbot. Users from other domains will be denied access.

note

Domain restrictions work alongside other access modes. For example, you can use Managed access with domain restrictions to ensure only invited users from your organization can sign in.

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​

FeatureOpenManagedAnonymous
Account requiredNoYesNo
User trackingNoYesSession only
Access controlNoYesNo
Document access controlNoYesNo
AnalyticsLimitedFullSession-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