Confirm your brand name, choose a primary business category, and upload your logos and icons so the platform shows your branding in HQ Admin, Retail Admin, mobile store sites and every email it sends. Allow about 5 minutes.

Before you begin

  • An HQ Admin account with the Admin role (the Master Admin account from installation is fine).
  • Transparent PNG files of your company logo and icon, in versions for dark backgrounds and for light backgrounds. Logos must be 1MB or smaller; icons 512KB or smaller.
  • Optional: your brand guidelines as a PDF, for the platform's AI agents and skills to follow — see Upload your brand guidelines for the AI agents for what to include.

Set the brand name and business category

  1. In the left navigation, select Company Settings.
  2. In the sub-navigation, select Brand / Logo / Guidelines.
  3. Check Brand Name and correct it if needed.

    This is the value the ${BrandName} token inserts into emails and messages, and the name used to search for your stores in Step 6.

  4. In Primary Business Category, choose the category that best describes your stores, for example Mobile Phone Shop.
  5. Select Save Changes.

Upload logos and icons

  1. Under COMPANY LOGO/ICON USED ON DARK BACKGROUNDS, select Update next to Company Logo.
  2. Choose the transparent PNG of your logo for dark backgrounds, position and resize it as needed, then confirm the upload.
  3. Select Update next to Company Icon and upload the transparent PNG icon for dark backgrounds.
  4. Under COMPANY LOGO/ICON USED ON LIGHT BACKGROUNDS, repeat the 2 uploads with the light-background versions.
  5. If you have brand guidelines, drag the PDF into BRAND GUIDELINES USED BY AI-AGENTS/SKILLS, or select Click to upload and choose the file. Only PDF documents are supported. Upload your brand guidelines for the AI agents explains what the agents draw on and how to draft the PDF.
The first pair of assets is shown on dark backgrounds (for example the HQ Admin navigation) and the second pair on light backgrounds (for example emails and mobile store sites). Upload all 4 so every surface shows your brand correctly.

Verify it worked

Your logo appears at the top of the HQ Admin left navigation in place of the default, and Brand Name and Primary Business Category show the saved values when you reopen Brand / Logo / Guidelines.

Troubleshooting

The upload is refused

Cause. The file is over the size limit or is not a PNG.

Fix. Export a transparent PNG of 1MB or less for a logo, or 512KB or less for an icon, and upload again.

Next step

Step 6 — Add your stores from Google Places