Settings in Knock2 is where you manage your personal profile, company setup, teammates, Slack and Microsoft Teams notifications, webhooks, website agent, usage, and system resources.
This article walks through each section of the Settings panel and what it controls.
How to Access Settings
Click the Settings (gear) icon in the bottom-left corner of the main navigation
The Settings panel will open with multiple configuration sections
Profile Settings
Your Profile controls your personal user configuration, including:
Contact details
Time zone
Connected Slack account
Slack Personalization
When your Slack account is connected:
You will be automatically tagged in Slack when you are the:
Account owner
Deal owner
Company owner
Opportunity owner (depending on your CRM)
Account Settings
The Account section controls your company-level configuration, including:
Company name
Company category
Company description
Teammate Management
This is also where you manage your team:
Add new teammates
Edit existing teammates
Resend invites
Manage permissions
Script
The Script section provides your unique Knock2 JavaScript snippet.
This script is used to install Knock2 on your website. You can copy and share this script directly with your developer or marketing team.
App Marketplace
Connecting Knock2 to your external tools lives in the App Marketplace (under Settings → Integrations). From the App Marketplace you can connect:
HubSpot, Salesforce, and Attio
Sales engagement platforms like Apollo, Outreach, and Lemlist
Ad platforms and ChiliPiper
Slack and Microsoft Teams channels (under Notifications)
Slack and Microsoft Teams Settings
The Slack and Microsoft Teams sections under Notifications list the channels connected to your workspace. You can reach the same channels from their cards in the App Marketplace.
Open a channel to:
Choose its standard notifications: New contacts identified and New accounts identified, which are what Knock2 sends to that channel on its own
Filter each of those with a saved view from your Contacts or Accounts page, or (on Slack) with custom conditions that belong to that channel alone
See the Plays posting to this channel, which use their own filters and are not affected by those switches
Customize the message format and action buttons (Slack)
On a Slack channel's page these are organized into four tabs: Notifications, Plays, Message format and Actions. Every change saves as you make it. The switch in the top right pauses or resumes the whole channel.
Each user can connect their own channel with their own preferences.
Slack and Teams can also be used as a destination inside a play, which lets you route different lead types to different channels. See Using Slack as a Play Output.
Alert Logic
Contact alerts fire when exact people are identified
Account alerts only fire when no exact contact match exists
This prevents duplicate alerts while still capturing full coverage.
Webhooks
The Webhooks section allows you to:
Create webhooks
Edit webhook destinations
Webhooks allow you to route Knock2 data into custom systems or automation tools.
Website Agent
The Website Agent is Knock2’s AI-powered website chat application.
From this section, you can manage:
Agent behavior
Response logic
AI chat configuration
Knowledge Base for Website Agent
The Knowledge Base powers your Website Agent’s responses.
Here you can store:
FAQs about your business
Core product and service details
Important documents
Key website content
This allows the AI agent to respond accurately to visitor questions.
Usage
The Usage section shows your:
Monthly credit consumption
Account identification volume
Contact identification volume
Top-up usage if applicable
This helps you track usage in real time across your billing cycle.
Resources
The Resources section provides quick access to:
Knock2 Help Center
Terms and Conditions
Need Help?
If you have questions about any setting, permissions, Slack routing, integrations, or usage tracking, our support team is always happy to help.