---
title: "What Settings Are Available In VA 2.0?"
slug: "how-do-i-configure-va20-profiles"
tags: ["Virtual Agent Preference", "VA 2.0"]
updated: 2026-10-15T15:26:09Z
published: 2026-10-15T15:26:09Z
canonical: "docs.interprose.com/how-do-i-configure-va20-profiles"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.interprose.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How Do I Configure VA 2.0 Profiles?

VA 2.0 is configured by setting up VA Profiles and managing permission roles.

## **How to Locate VA 2.0 Profiles:**

1. Go to **Setup → Virtual Agent → Profiles.**
2. Setup the General Section:
  1. **Enable Chat:** Refer to [How Can I Set Up Chat in ACE?](/v1/docs/how-to-set-up-chat) for details.
  2. **Enable Rainmaker Responses in Chat:** Rainmaker responds when an Agent or Supervisor is not available. See [What is Rainmaker Chatbot?](/v1/docs/what-is-rainmaker-chatbot) for more information.
  3. **Support Bundle Selector:** Allows consumers with multiple bundles of accounts in ACE to choose the bundle they want to view, pay, or update in VA 2.0. See [VA 2.0 Bundle Selector](/v1/docs/va-20-bundle-selector) for more details.
  4. **Login Link Expiration (days):** Set an expiration date for the “${debt.virtualAgentLoginUrl}” auto-login link. Refer to [Auto-Login Link to VA 2.0 Pages](https://docs.interprose.com/docs/text-message-profiles-with-va20-auto-login-links) for additional details.
  5. **Apple Domain ID:** This value is provided during the Apple Pay Domain verification procedure (via Nuvei only).

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/VA 2.0 General Section.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A37Z&se=2026-10-31T17%3A40%3A37Z&sr=c&sp=r&sig=Ka%2FHPXmixmUotLgv%2FtLJvKLVyFJyYGhEP21xdjGBy20%3D)

Image Displays VA 2.0 General Section

> [!NOTE]
> Chat and Rainmaker Behavior
> 
> 
> 
> - **Enable Chat: False:** The consumer will see the VA 2.0 "Contact Us" page.
> - **Enable Chat and Enable Rainmaker are both True:** The consumer will see a "Contact Us" page with an option to "Chat with our AI Assistant."
> - **Enable Chat: True, Primary Agent Logged In:** The consumer will be directed to the "Chat" page.

### **Virtual Agent Preference Profiles**

You can configure one or multiple Virtual Agent Preference Profiles.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-05-08 101656.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A37Z&se=2026-10-31T17%3A40%3A37Z&sr=c&sp=r&sig=Ka%2FHPXmixmUotLgv%2FtLJvKLVyFJyYGhEP21xdjGBy20%3D)

Image Displays Virtual Agent Preference Profiles Screen

## Sections in Virtual Agent Preference Profiles

1. Go to **Setup → Virtual Agent → Profiles, New.**

| Section | Description |
| --- | --- |
| Clients | Specify one or more clients. |
| General | Configure Document File mask and Bundle Group Filter. |
| Contact Information | Set company details, logos, favicon, custom color scheme, and customize text. |
| Payment Plans | Define payment terms and options. |
| Payment Options | Configure payment destinations. |
| Communication Vendors | Control text and email communication. |
| Settlement Options | Enable or disable Settlements. |
| Settlement Profiles | Manage Settlement Profiles. |

### Clients Section

1. **Clients:** Select one or more clients.
2. **Identifier:** Typically the same name as the Clients field.
3. **Active:** Check to enable this VA.
4. **Require Extra Auth:** When enabled, consumers may be required to enter their Social Security Number (SSN) or Date of Birth (DoB), depending on the available demographic information and chosen logic block:
  1. No logic match → No extra authentication is required; the consumer proceeds normally.
  2. Logic block match + SSN and DOB on account → Consumer is prompted to provide either SSN or DOB.
  3. Logic block match + only SSN or only DOB on account → Consumer is prompted to provide the one available value.
  4. Logic block match + no SSN or DOB on account → No extra authentication is required; Consumer is allowed in.

> [!NOTE]
> Please Note:
> 
> If the agency wants to prevent accounts without an SSN or DoB from logging in at all, this must be enforced through the Bundle Group Filter, and not through this setting. See [VA 2.0 Bundler Group Filter](https://docs.interprose.com/docs/va-20-bundle-group-filter) for more information.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot 2024-07-25 094437.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A37Z&se=2026-10-31T17%3A40%3A37Z&sr=c&sp=r&sig=Ka%2FHPXmixmUotLgv%2FtLJvKLVyFJyYGhEP21xdjGBy20%3D)

Image Displays Clients Section in VA 2.0

### General Section

1. **Document File Mask:** Allows consumers to view files matching the entered mask within their account. See [Managing Documents in VA 2.0](/v1/docs/managing-documents-in-va-20) for more details.
2. **Bundle Group Filter:** Limits which accounts are displayed in the VA Portal by choosing predefined Bundle Group configurations from a drop-down menu. See [VA 2.0 Bundle Group Filter](/v1/docs/va-20-bundle-group-filter) for more information.
3. **Custom Hostname:** [Create a Vanity URL.](/v1/docs/vanity-url-setup) Contact sales@interprose.com to enable this option.

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/image (56).png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A37Z&se=2026-10-31T17%3A40%3A37Z&sr=c&sp=r&sig=Ka%2FHPXmixmUotLgv%2FtLJvKLVyFJyYGhEP21xdjGBy20%3D)

Image Displays General Section

### Contact Information Section

Set the following:

1. Company Name
2. Address
3. Phone
4. Email
5. Logo: Upload your company Logo
6. Favicon: Upload option for the Favicon
7. Custom Color Scheme: Download the CSS template, update, and upload.
8. Custom Text: See [Custom Text in VA 2.0](/v1/docs/custom-text-in-va-20) for configuration details.

> [!NOTE]
> Logo Image Requirements in VA 2.0
> 
> - File formats supported: JPG, PNG, or GIF.
> - Logos must be non-transparent.
> - Maximum image size: 300 pixels wide by 200 pixels high.

### Payment Plans Section

Configure the following:

1. Maximum number of payments
2. Maximum number of days before first payment
3. Minimum payment amount
4. Allow cards to be used past their expiration date
5. Allow users to modify their own payment plans
6. Allow users to stop their own payment plans

Note

The strictest rule will apply. For instance, if the client profile sets a limit of 3 and this section specifies a limit of 5, the limit of 3 will take precedence.

### Payment Options Section

- Card Payment Destination
- Card (no cost) Payment Destination
- ACH Payment Destination

> [!NOTE]
> Note
> 
> Google Pay and Apple Pay are only available when using the Nuvei payment processor. Enabling these settings is done in Setup → Transactions → Payment Destination for Nuvei.

### Managing Communication Vendors

![](https://cdn.document360.io/6c7303ca-5ffc-4149-8868-8ea498eee635/Images/Documentation/Screenshot%202024-01-08%20100845.png?sv=2026-02-06&spr=https&st=2026-10-31T16%3A40%3A37Z&se=2026-10-31T17%3A40%3A37Z&sr=c&sp=r&sig=Ka%2FHPXmixmUotLgv%2FtLJvKLVyFJyYGhEP21xdjGBy20%3D)

Image Displays Communication Vendors

1. **Text Vendor:** Choose a pre-existing text message vendor from the dropdown menu.
2. **Email Authentication Template:** Select the email profile from the dropdown menu to send a verification link to consumers. The default template, VA_CREATE_PASSWORD under Setup → Email → Profiles, incorporates the ${link} variable, serving as the verification link for consumers.

### Customizing Settlement Options

In the "Settlement Options" section, enable or disable settlements.

### Setting up Settlement Profiles

1. Create the logic block defining eligible accounts.
2. In the Settlement Profile section, select New.
3. Enter the Identifier and select the Logic Block.
4. Input the Settlement Percentage and number of payments.
5. Click Save.

Note

The VA Settlement Profiles section follows a top-down evaluation process when there are multiple Settlement Profiles. Arrange the order by dragging and dropping. The strictest rule will be enforced.

### Permission Roles

Ensure the following permission roles are added to the "Manage - Virtual Agent" role:

1. VIRTUAL_AGENT_PREF_VIEW: Allows viewing preferences.
2. VIRTUAL_AGENT_PREF_SAVE: Permits saving preferences.
3. VIRTUAL_AGENT_PREF_NEW: Enables creating new preferences.
4. VIRTUAL_AGENT_PREF_DELETE: Allows deletion of preferences.

Additionally:

- **Agents and Admins:** Add VIRTUAL_AGENT_LOGIN_FROM_SIDEBAR permission for troubleshooting consumer accounts.
- **Chat Users:** Add CHAT_REPLY role for agents using chat functionality.

### 

A favicon is a small icon that represents a website and appears in the browser's tab or bookmark bar, helping users easily identify and access the site.

Cascading Style Sheets (CSS) is a language for specifying how things look on screens, like text, images, and their layout. While often linked to websites, it's also useful for apps, software interfaces, and documents. Its main goal is to separate design from content, making it easier to handle how things appear.