Account Security

Account Security

Security

Your account holds your customers’ chats, so keep it locked down. Everything below is at Dashboard → Settings → Security. Set up two-factor sign-in on day one, and especially before you invite a team member.

Before you start

  • Your phone — With an authenticator app such as Google Authenticator
  • A safe place for recovery codes — A password manager or a printed copy

How to turn on two-factor sign-in

Two-factor sign-in asks for a 6-digit code from an app on your phone, as well as your password. Someone who steals your password still cannot get in.

  1. 1

    Open Dashboard → Settings

    Then click the Security tab

  2. 2

    Find Two-factor authentication

    And start setup

  3. 3

    Scan the QR code

    With an authenticator app such as Google Authenticator

  4. 4

    Enter the 6-digit code

    Two-factor is now on

  5. 5

    Save your recovery codes

    They are shown only once. Use one if you lose your phone

Other protection

  • Passkeys — Sign in with your fingerprint, face or a security key instead of a password
  • Recent sign-in devices — See where your account is signed in
  • Password — Change it on the same tab
  • Sign in again — Botvee asks for it before buying add-ons or cancelling your plan

Your data

Under Data rights you can:

  • Export or erase one customer — Look them up by email, phone number or visitor ID, then “Export a copy” or “Erase permanently”
  • Download your whole workspace — “Download my data” (account owner only)

Good to know

  • Erasing a customer cannot be undone
  • Security alerts for sign-ins from a new device are always sent

Tip

Turn on two-factor sign-in before you invite your first team member.

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