--- title: "Configure Lightico Settings" slug: "configure-lightico-settings" updated: 2025-05-22T14:58:16Z published: 2025-05-22T14:58:16Z canonical: "knowledge.lightico.com/configure-lightico-settings" --- > ## Documentation Index > Fetch the complete documentation index at: https://knowledge.lightico.com/llms.txt > Use this file to discover all available pages before exploring further. # Configure Lightico Settings This article explains the settings found in the **Configuration**tab in Lightico settings. The settings define some aspects of running and managing a Lightico session. To configure other Lightico settings, refer to articles on the core Lightico settings such as: [General session preferences](/v1/docs/session-preferences) and [General Security Settings](/v1/docs/general-security-settings). To access Lightico settings: In Salesforce, click the app icon and navigate to the Lightico Settings page![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1647932553574.png) -OR- Click **Lightico Settings**in the Salesforce Lightico app. The **Lightico Settings** tab opens.![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/2024-11-28_10-58-15.png) The Configuration tab in Lightico Settings includes the following settings: - [Enable agent to select team](/v1/docs/configure-lightico-settings#enable-agent-to-select-team) - [Allow agent to manually enter session contact](/v1/docs/configure-lightico-settings#allow-agent-to-manually-enter-session-contact) - [Show completed files in the original object](/v1/docs/configure-lightico-settings#show-completed-files-in-the-original-object) - [Enable Agent Chat](/v1/docs/configure-lightico-settings#enable-agent-chat) - [Default communication method](/v1/docs/configure-lightico-settings#default-communication-method) - [Enable session PIN protection](/v1/docs/configure-lightico-settings#enable-session-pin-protection) - [Events](/v1/docs/configure-lightico-settings#events) - [Invitation to a Session](/v1/docs/configure-lightico-settings#invitation-to-a-session) - [Add Lightico Button](/v1/docs/configure-lightico-settings#invitation-to-a-session) ## Enable agent to select team When you enable this feature, a Teams dropdown appears on the agent screen that enables agents to select from which team to run the session. Each team can have a different set of assets, settings, and interface branding. To learn more about Lightico Teams, see [User Management](https://knowledge.lightico.com/docs/user-management). ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1645453058541.png) ## Allow agent to manually enter session contact By default, when an agent starts a Lightico session from Salesforce, the customer contact information is automatically pulled from the Salesforce contact data. Enable this setting to allow the agent to enter contact information manually. ## Show completed files in the original object By default, completed files are only shown in the object in which the session ends. Enable this feature to show the completed files also in the object from which the session started. Tip You can customize the name of Lightico files, including adding customer name or account. In the Lightico platform UI, go to **System Settings** > **Session**> **Document handling**. For more information, see [Customize file names for system use](https://knowledge.lightico.com/docs/document-handling#customize-file-names-for-system-use). ## Enable agent chat When you enable this feature, you provide agents with a toggle that hides/shows the customer chat during a Lightico session. To hide the chat, the agent turns off the Customer Chat toggle before starting the session. When the toggle is off, neither the customer cannot send text messages. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1645453058607.png) Note: You can also hide the customer chat in the process builder. Set the “Session Customer Chat” parameter to **False**. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1645453058655.png) ## Default communication method When an agent starts a Lightico session they have a choice of how to send the session invitation to the customer - by email or text message. This setting allows you to define which communication method is selected by default when the agent opens the window. ## Enable session PIN protection This setting allows you to require that the customer enter a PIN code before entering a session. When you enable the session PIN, you have two options for how to set the PIN: - Allow agents to set the session PIN - Session PIN is pulled from a contact field ## Events Events in Lightico notify you when significant activities occur within your account and provide detailed information about those activities. You can [configure webhooks for events](https://developers.lightico.com/docs/api-guide/orhzgr3vb2ddu-configure-your-lightico-api-integration#define-event-destinations) through a Lightico custom integration hub. If you set up multiple custom hubs, each with different webhook locations, events are sent to each defined location. In the Lightico Salesforce app, the Events setting allows you to define a single hub for event webhooks. Once a hub is selected, events will only be sent to the webhooks defined in that specific hub, ensuring no duplication or delivery to other locations. ## Invitation to a session When an agent starts a collaboration session, an email or SMS message is sent to the customer with a link for connecting to the session. You can customize the default message that appears in the email subject or SMS message and allow agents to customize their own message from the Agent screen before starting a session.![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/SMS%20invitation(1).jpg) **To customize the default invitation message:** - In Lightico Settings, under **Invitation to a Session**, toggle the switch next to **Email subject** or **SMS content** to on and edit the text in the field. Note: Use Merge Fields to add predefined fields. For example, use {!Contact.FirstName} to automatically populate the message with the current contact’s first name. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/Snag_c10ac3.png) - Leave the switch in the on position to allow agents to customize their own message from the Agent screen. -OR- Turn the switch off to lock the default message so that it cannot be changed by an agent. ## Add a lightico session button Some of the Standard objects (Account/Case/Contact/Lead/Opportunity) include a Lightico Start Session button as part of the package. This section explains how to add a button to other standard objects and to custom objects. **Note:** This settings adds the button to the object, but it will not show up on the object page until you add it to the page layout (see [Add Lightico elements to page layout](/v1/docs/page-layout-settings)). **To add a start session button to a custom object:** 1. In Lightico Settings, under Add Lightico button, click **Create button**. The Start Session Button window appears. ![](https://cdn.document360.io/473bb8c5-ff1b-4930-8109-2321ac6ab967/Images/Documentation/image-1645453058707.png) Define the following: - Select object - Name of the standard/custom object to which you want to add the button - Button Label - Text that appears on the button - Related contact and account - You must choose at least one contact lookup field; choosing an account is optional. Selecting an account will give the agent the option of starting the session with any of that account's elated Contacts. **Note:** You cannot add more than one account field. Each user is associated with a team. A team defines unique settings that affect how a Collaboration Room session functions and what cases are available in Case Manager.