Learn how to modify your tool's configuration, including name, description, modules, and feedback routing.
Who is this for?
Users who need to update or reconfigure existing tools.
Prerequisites
At least one tool created
Access to the Tools page
NEEDS CONFIRMATION: Required permissions to edit tools
What you can edit
Tool name and description
Product barcode settings
Module availability (Page, AI Assistant, Feedback)
Customer journey flow
Feedback routing (private page vs. review sites)
Step-by-Step Instructions
1. Navigate to Your Tool
Go to the Tools page in the sidebar
Click on the tool you want to edit from the list
IMAGE HERE (Screenshot of the Tools page showing a list of tools, with one tool being clicked)
2. Access Tool Settings
On the tool detail page, click Tool Settings
IMAGE HERE (Screenshot of the tool detail page with the Tool Settings button highlighted at the top)
3. Edit Basic Information
Update the tool name as needed
This is the internal name you see in your dashboard
Update the description to help identify the tool's purpose
IMAGE HERE (Screenshot of the Tool Settings page showing the Name and Description fields)
4. Configure Product Settings
Is this tool for a manufactured product with a barcode?
Select Yes or No
If Yes:
IMAGE HERE (Screenshot showing the manufactured product section with Yes/No toggle, product image upload area, and barcode field)
5. Configure Customer Journey
How customers get help
Customers either see a Page first, go directly to your AI Assistant, or leave Feedback only.
Select from the dropdown:
IMAGE HERE (Screenshot showing the "Where customers go first" dropdown with Page, AI Chat, and Feedback options)
Select Yes or No
This determines if customers can access the AI Assistant from other sections
IMAGE HERE (Screenshot showing the AI Assistant button toggle with Yes/No options)
6. Configure Feedback Routing
Where customers go after leaving feedback
Choose one of the following options:
All customers see a private thank-you message
No public review risk
Redirect customers to a specific URL after feedback
Happy customers (based on star rating) go to Google
Unhappy customers see a private feedback form
If you select the Google reviews option:
Which star rating sends them to your review site?
Where should we send happy customers?
Enter the Google Business Profile ID or Custom URL
IMAGE HERE (Screenshot showing feedback routing options with radio buttons for private thank-you page, custom URL, and Google reviews, plus the star rating selector and destination fields)
7. Save Your Changes
After making all edits, click Save Changes
Wait for the confirmation message
IMAGE HERE (Screenshot highlighting the Save Changes button at the bottom of the Tool Settings page)
Expected Result
Your tool settings will be updated immediately
Changes apply to the tool link and QR code
Customer experience will reflect the new configuration
Existing tool links and QR codes continue to work with the new settings
Common Mistakes
Not saving changes: Always click "Save Changes" or your edits will be lost.
Removing all modules: Ensure at least one way for customers to interact (Page, AI Chat, or Feedback).
Wrong customer flow: Think through the customer journey before changing where they go first.
Incorrect review site settings: Test your Google Business Profile ID or custom URL to ensure it works.
Troubleshooting
Changes not saving: Ensure all required fields are filled correctly and try again.
Tool not working after changes: Clear your browser cache and test the tool link again.
Google Business Profile not redirecting: Verify your Google Business Profile ID is correct and active.
AI Assistant not showing: Check that you enabled "Show AI Assistant button" and that the AI Assistant module is active.
Next Steps