Company information
- Company Name — shown in the presentation header. Leave this empty to display only your logo.
- Company Logo — click to upload your logo file. This appears in the presentation header throughout the experience.
Chat avatar and greeting
This controls how the Q&A chat introduces itself to the homeowner.- AI Avatar — upload a square image (it’ll be cropped to a circle). This appears in the chat bubble during Q&A.
- Assistant Name — the name shown in the chat header and messages, e.g. Brian or Your Solar Advisor
- Initial Greeting Message — the first message the homeowner sees when the chat opens. Keep it friendly and low-pressure, e.g. “Hello! I’m here to help answer any questions you have.”
Colors
- Primary — controls buttons, active states, and key highlights throughout the viewer
- Neutral — secondary text, borders, and subdued UI elements
Typography
- Primary Font (Headings) — used for titles and your company name
- Secondary Font (Body) — used for body text, chat messages, and buttons
Chat bubble colors
Customize the background color of chat messages:- User Messages — the color of the homeowner’s message bubbles
- Assistant Messages — the color of the AI response bubbles
Call to action
- Button Text — the label on the main action button, e.g. “Reserve Your Installation” or “View My Report”
Intro page
The Intro tab (next to Branding) lets you customize the landing page homeowners see before the presentation starts. Toggle it on to configure:- Background Image — full-bleed image behind the intro screen
- Headline — main heading, supports personalization tokens like
{{first_name}} - Subtitle — supporting line below the headline
- CTA Button Label — the “Get Started” button text
"Welcome, {{first_name}}! Your personalized report is ready."