Setting Up Branding

Modified on Wed, 31 Jul at 7:21 PM

Branding is a vital aspect of establishing your agency's identity. With Insighto.ai, you can customize your agency's dashboard to reflect your brand aesthetics. This guide will walk you through these steps.

Setting Up Your Brand

2. Click on the Branding tab and enter your desired agency name in the text box. Click on the Create button to save your agency name.

3. Next, you can upload your company’s logo to replace Insighto’s logo on the dashboard. Click on the Upload button and select your company logo file from your computer. The logo will be uploaded and automatically replace the Insighto.ai logo on the dashboard.

4. You can further customize the look of your dashboard by choosing a color preset. In the Color Presets section, browse through the available color options. Click on the color preset you want to use and click on Create Brand.

Once selected, the color preset will be applied to all the dashboard buttons and interface elements, changing their colors to match your chosen preset.

5. In the Social section, you can add links to your agency's social media profiles. Enter the URLs for platforms like Facebook, Twitter, LinkedIn, and Instagram in the provided fields and click on Submit.

This allows your customers to easily connect with your agency on social media, enhancing your online presence.

6. Insighto.ai also lets you configure SMTP settings to send emails through your agency’s email address, ensuring a consistent and professional appearance in all interactions. In the SMTP section, input your SMTP Host, SMTP Port, Username, Password, and Email Address.

Note: Fields like the agency name and domains cannot be changed later. Make sure to double-check your inputs before finalizing the setup.

By following these steps, you will be able to set up branding for your Insighto.ai agency. This customization helps in creating a cohesive and professional appearance for your agency’s dashboard, enhancing your brand identity.