Key Benefits of Agency Company Settings
Agency Company Settings serve as a centralized control panel enabling agencies to:
- Customize branding for login portals and interfaces
- Control agency-wide contact information and address details
- Add custom code (JS/CSS) for platform customization
- Toggle advanced tools like AI Employees and Premium Triggers
- Configure whitelabel and API domains for branded experiences
- Set session timeout, time zones, and client-facing settings
Accessing Agency Company Settings
Navigate to your Agency Dashboard, click the Settings gear icon in the bottom-left panel, then select the Company tab. Three primary tabs are available:
- Basic Details — Core business information and feature toggles
- Whitelabel — Logos, domains, policies, and custom code
- Advanced Settings — Security preferences and onboarding tools
Part 1: Basic Details Tab
Company Info & Identity
Update foundational company details including:
- Company name, email, and phone (used in headers and system elements)
- Website URL (appears in white-labeled experiences)
- Business category and niche (personalizes Scalendo features)