Setting Up and Configuring Multiple Brands

To effectively manage multiple brands within the Solve Widget, it's important to know how to create and link tags for each brand. This process not only helps organize workflows but also enhances user experiences by ensuring that the right content is delivered to the right audience. To start creating or adding brands to your Forethought dashboard, follow the steps below. 

How to Create Brands

1. Go to Solve > Configuration > + Create New.
   
2. Click + Create a branded widget.
   
   
3. Enter your brand name and click Save.
4. To add more brands, repeat steps 1-3.

How to Customize Your Brand

After adding your brand, you can customize it by following these steps:

1. On the left side of the dashboard, select the brand you want to customize.
2. Click on Brand to edit your brand name.
   
3. Assign tag(s). Tags are crucial because the workflows assigned with the same tag will be used to respond to conversations under this branded widget.
4. Optional: To set this brand as the default, check the box next to "Set as default." This will ensure that workflows without associated tags are included when responding to conversations under this brand.
   

   Note: Only one branded widget can be designated as the default brand.

5. Customize the following to match your brand identity:
   • Theme: Upload your logo and avatar image, and adjust colors to align with your branding.
   • Tone: Define the tone of voice your chatbot will use when communicating with users.
   • Instruction: Provide clear guidance for your chatbot on how you want it to respond to users.
   • Prompt: Customize prompts that guide user interactions.
   • Privacy: Set up privacy and consent options that will be presented to end users before they can engage with the chatbot.
   • CSAT: Configure how Customer Satisfaction Surveys and Quick Feedback will be presented to your end users.
   • Banner: Add a banner image to your chatbot to visually showcase your brand.
     

     Note: The menu options listed above are specific to each brand, while the options under the bar are global and apply to all brands.

     

Next article ➔ Creating and Linking Tags to Each Brand Including Embedded Scripts