The Company section of your Agency Settings allows you to customize your Agency's information, features, and visual and login configurations. Since this section contains so many important settings, follow along to learn what they are and how to use them.
Basic Details
The Basic Details section allows you to modify your agency's information and features. It's made of the following areas.
Company Details
The Company Details area allows you to update basic company details, such as your agency's name or website.
Company Address
The Company Address section allows you to update details related to your agency's location.
Features
- AI Employee: By enabling this option, you'll include AI assistants in your customers' sub-accounts.
- Workflow - Premium Features: By enabling this option, you'll include Premium triggers and actions in workflows.
- Workflow - External AI Models: By enabling this option, you'll add External AI Model support to workflows.
- Domain Purchase: By enabling this option, you'll add the option for customers to purchase a domain directly inside your CRM.
- Template Library for Clients: Enabling this option allows you to share funnel, website, social planner, and email templates with your sub-account users.
Whitelabel
The Whitelabel section allows you to customize the look of your agency's browser app. It is divided into these sections.
Logo
In this area, you can add or update your brand logo, which will be used as the icon for your agency's app.
Domains
Update your domains, URLs, and Google Login permissions in this section.
Policies
Update your privacy policies and T&C URLs in this section.
Custom JS
Customize the platform with JS coding.
Custom CSS
Customize the platform with CSS coding.
Theme
Choose a default theme for your agency.
Advanced Settings
The Advanced Settings section allows you to configure security and experience details.
Enhanced Security
The Enhanced Security area allows you to manage automatically implemented changes to strengthen security and prevent potential breaches.
Session Timeout
The Session Timeout allows you to define if and when to terminate the current session and log the user out after inactivity.
Optimize Experience
The Optimize Experience section allows you to manage guides for you and your clients. These are:
- NPS Survey: To measure customer loyalty and satisfaction by asking how likely they are to recommend your business (0-10 scale).00
- Product Guides: If enabled, guides will be shown to sub-account users to help them discover new features and increase adoption and engagement.
- Daily Updates: When enabled, the sub-account users will receive a report of their lead management.
- Lab Features: Turning this feature on gives you and your sub-account users early access to major feature upgrades.
- Preloaded Example Data: This lets you provide prefilled data in new sub-accounts to accelerate onboarding.
Single Sign-On (SSO)
Single Sign-On (SSO) allows you to access multiple applications with one set of login credentials. Set up SSO for your account to enhance security and streamline access to your applications.
These are the basics of your Agency Company Settings. We hope this little guided trip helps you navigate this section with confidence.