Branding & your domain
Branding is what makes the product yours. Set it before you invite anyone: your customers see it from the sign-in screen onwards.
Your product name
Application name is the name your customers see throughout the product — in the interface, in the assistant's own answers, and in the email they receive. Set it to the name you sell under.
Until you set it, the product falls back to a neutral label rather than ours.
Logos and images
The portal takes several images, each used somewhere different:
| Image | Where it appears |
|---|---|
| Header logo | The navigation bar, on every screen. |
| Login logo | The sign-in page. |
| Email logo | Emails sent to your customers. |
| Favicon | The browser tab. |
| Background image | The sign-in page background. |
Upload the sizes each one asks for. A header logo scaled down from a large image is the most common reason branding looks soft in the interface.
Colours
Set your primary colour and the supporting colours. They drive buttons, links, and highlights across the product, so a colour with poor contrast against white will be hard to read in places you did not check — pick one you already use on your own site.
Your domain
Your customers sign in at your domain rather than ours. Enter the domain in the portal and then verify it, which proves you control it. Until verification succeeds the domain will not serve your branded product.
Verification can fail while DNS changes are still spreading; that can take some
time after you make the change. If it keeps failing, check the record was added
to the exact domain you entered, including or excluding www as you typed it.
Legal links
Point the Privacy Policy and Terms of Service links at your own pages. When they are set, your customers see yours; when they are not, the product hides them rather than showing ours.
Invoice appearance
If you bill your customers by invoice, the portal also styles the invoice itself: your logo, a letterhead, your business address, a tax or registration number, how to pay, and a footer note. See Pricing & billing for when invoices are used at all.
Test before you announce
Send a test email from the portal and open your domain in a private window. Both show what a customer actually gets, which is not always what the settings page suggests.