Workspace branding

The platform is white-label, so it should feel like your product. Your branding is set under More - Your agency - Workspace (admin-only) and applied across the experience.

What you can set

• Product name - shown on sign-in, in the nav, and in invite emails.
• Logo - displayed on the sign-in page and in the portal.
• Accent colour - your brand colour, applied across the interface in place of the default.
• Support email - the address clients see when they need help. It is also the reply-to address on emails your clients receive, such as sign-in links and teammate invites, so a client who replies reaches you. If it is not set, replies go to your agency's owner.

Where it shows up

These settings flow through both your agency portal and your clients' insight dashboards, and into client-facing touchpoints like report PDFs and emails - so clients experience your brand, not a generic one.

Emails to your clients are sent as "{your agency name} Insights". The sending address itself is a shared platform address; the name clients see and the address their replies go to are yours.

Allowing Slack for your clients

More - Your agency - Workspace also carries the switch that decides whether your clients - self-serve and managed alike - can connect Slack for alerts and in-Slack questions. With it off, the Slack card doesn't appear on any client dashboard. There's also a per-client allow switch on each client's Client Settings page, on by default, for switching one client off without touching the rest.

One caveat worth knowing before you turn it on: the app that shows up in a client's Slack workspace is Agentcroft-branded and does not currently carry your agency's name or logo, even if you run a custom domain. Everything else in this section stays white-label. See Slack alerts & asking the Brain in Slack.

Branding vs domains

Branding changes how the platform looks; custom domains change the web address it runs on. Together they make the platform fully your own. You can do branding alone, or both.

A note on naming

Throughout client-facing copy the platform avoids naming any agency - so what your clients read references "your account team" or "the platform", and threads your name where appropriate. That keeps the white-label clean out of the box.