Configure branding
Control how your organization and workspaces appear to customers, including names, logo, primary color, contact details, and custom short domains.
Branding settings overview
Branding settings control the names, logo, color, and links customers see in widgets, emails, SMS, and shortlinks. Tenant admins manage these settings at the organization level and per workspace.
Branding controls the visual identity and contact information that appears across your channels.
Fields
Choose whether this workspace uses the organization default branding (__tenant__) or its own workspace-specific branding. Workspace scope lets you override the default for a particular workspace.
Registered legal name of your business. This field has its own Save control, accepts up to 255 characters, and is used wherever your legal entity name is required (for example, contracts or disclosures).
Friendly name used in the widget header, emails, and SMS. Use the name customers expect to recognize (for example, Acme Support).
Public URL for your company logo. The app loads and previews the logo from this URL and uses it in widgets and notifications.
Hex color code for the primary brand color. Update using the color picker or by entering a hex value. This color is applied to buttons, accents, and other UI elements.
Customer-facing phone number shown where contact details are displayed. Include country code and formatting that matches your region.
Primary website URL for your company. Used in communication footers and as a default redirect target where needed.
Logo and website URLs must be publicly accessible so widgets, emails, and SMS can load assets and links for your customers.
Update organization and workspace branding
Use these steps to set scope and update the main branding fields.
Choose branding scope
- Open Settings → Branding.
- In Branding scope, select Organization default (uses
__tenant__branding) or Workspace specific for this workspace.
Success looks like the scope selector showing your chosen option and the branding form reflecting the corresponding values.
Set your legal business name
- In Legal Business Name, enter the registered name of your entity (up to 255 characters).
- Click the dedicated Save button next to this field.
When the save completes, the field remains populated with your legal name without any error message.
Configure visible company details
- Update Company Name with the customer-facing brand name that should appear in headers and messages.
- Set the Logo URL to a hosted image; confirm the preview updates to the correct logo.
- Pick a Primary Color using the color picker or by entering a hex code in the text input.
- Fill in Company Phone Number and Company Website with the details you want customers to see.
You should see the logo preview update and the color picker reflect your chosen brand color.
Save branding
- Review all values for accuracy.
- Click Save Branding to apply changes to all fields except Legal Business Name, which you already saved separately.
After saving, the page does not show validation errors, and new conversations or widgets use the updated name, logo, and color.
Custom shortlinks let you use branded domains for links sent from widgets, email, or SMS, with DNS and SSL managed per domain.
Global shortlink settings
Toggle to allow using custom short domains across your tenant. When disabled, all workspaces fall back to the default system domain.
Custom short domains only work when DNS records are correct and SSL is active. Until both are verified, links may not resolve or may show browser security warnings.
New domain form
Use the new domain form to register additional branded short domains.
Hostname for the short domain (for example, links.acme.support). The field validates format and uniqueness and can show an error state when invalid.
Workspace that owns this short domain. Includes a Default option to apply the domain at the tenant level when no more specific workspace domain exists.
Action button that creates or updates the domain configuration with the current values. Triggers validation on the short domain input.
Per-domain settings and status
Each existing domain shows configuration controls and status panels.
Per-domain workspace selector that lets you change which workspace uses this domain without recreating it.
Panel that displays the required DNS A record values and the domain's dns_status. Shows a Verify DNS action when the domain is not yet verified.
Panel that manages TLS certificates. Shows Generate SSL Certificate when DNS is verified but SSL is not yet active, and displays an active state once SSL is provisioned.
Website URL to redirect root traffic from the short domain (for example, when a user visits https://links.acme.support/). Includes a Save button to persist changes.
Add a custom short domain
Follow this flow to register a new custom domain.
Enable custom short domains
- Open Settings → Branding → Custom shortlinks.
- Turn on Enable custom short domain if it is not already enabled.
The domain form and existing domain cards become active when the feature is enabled.
Create the domain
- In Short Domain, enter your desired hostname, such as
links.acme.support. - Choose the Workspace that should use this domain, or select Default for a tenant-wide domain.
- Click Save Domain.
If validation passes, you see the new domain appear in the list with DNS and SSL panels.
Verify DNS and activate SSL
DNS verification ensures the domain points to the correct infrastructure before generating certificates.
Add the DNS A record
- In the new domain card, open the DNS panel and note the required A record hostname and value.
- In your DNS provider, create or update the A record for the short domain to match the provided value.
DNS changes can take time to propagate; delays here are controlled by your DNS provider.
Verify DNS status
- After DNS propagation, return to the domain's DNS panel.
- Click Verify DNS.
When verification succeeds, the DNS status updates to verified and the SSL panel shows the option to generate a certificate.
Generate SSL certificate
- In the SSL panel, confirm that DNS is verified.
- Click Generate SSL Certificate to request and install a certificate for the domain.
Once SSL is active, the panel shows an active state and users can access links over HTTPS without browser warnings.
Configure root redirect (optional)
- In the domain card, locate Company Website.
- Enter the URL you want users to reach when they open the bare short domain in a browser (for example,
https://acme.support). - Click the associated Save button.
Test by visiting the short domain root; it should redirect to the specified website.
If verification or SSL generation fails, recheck the DNS A record values at your provider and wait for propagation before trying again.
Last updated 2 weeks ago
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