Setup conversation
Open Setup → Conversation in Thermal →
What it's for
Sets up your company by answering questions. The setup assistant asks one question at a time, and each answer becomes a suggested change. Nothing is applied until a person approves it.
The route is /setup/conversation.
Tabs
There are no tabs.
Panels and controls
The current question, your earlier answers, and the status of each suggested change (pending, approved or declined), with the reason for each suggestion. Approve or decline a change here, or on the Automations approval queue. If the setup assistant is switched off under Automations, the screen says so and asks no questions.
What it accepts
One answer per question. Answers are turned into suggested settings changes, not saved directly.
How to configure it
- Automations settings change how this screen behaves. They live under Settings.
Who can see it
This screen sits behind the Settings area.
Owners and office managers can open it. Dispatchers and technicians cannot. The gate is checked on the server, not just hidden in the sidebar, so a direct link does not get around it.
The full role matrix is on Roles & permissions.