Agency

Workspace branding

Set your agency's name, logo, accent colour and support email so the platform looks like yours.

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The platform is white-label, so it should feel like your product. Your branding is set under Settings - 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.

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.

Allowing Slack for your clients

Settings - 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.