Configure Platform Branding
Open the ChatbotX Portal, go to Platform → Platform Branding in the left navigation menu.1
Update Brand Identity
Under Brand Identity, enter your brand name in the Brand Name field. This name appears in the browser page title, the sidebar, the login page, and all automated system emails. Then select a primary Theme color (Yellow, Blue, Green, and more) that matches your brand guidelines — the selected color is applied to action buttons, active tabs, and graphic highlights throughout the interface.
2
Upload Visual Assets
Under Visual Assets, upload the following files:
Click each upload area to choose a file, or paste a direct image URL.
3
Add Legal Links
Under Legal Links, enter your Privacy Policy URL and Terms of Service URL. These links appear in the footer and during authentication flows.
Legal links are mandatory if you configure custom login applications through Google, Meta, or TikTok. Those platforms require your application to display a clear privacy policy before they approve it.
4
Configure Advanced Settings (optional)
Under Advanced, you can add custom code to every page of the portal:
- Custom CSS — apply design overrides such as custom fonts, hidden elements, or adjusted spacing.
- Custom JS — embed third-party scripts such as Google Analytics, Facebook Pixel, or a live chat widget.
5
Save and verify
Click Save at the bottom of the page to apply all changes. If logos or the favicon do not update immediately, press Ctrl + F5 (Windows) or Cmd + Shift + R (Mac) to bypass the browser cache, or open the portal in an incognito window to verify.
Set Up a Custom Domain
A custom domain lets your clients access the portal entirely under your own web address instead of the default platform URL. Navigate to SaaS → Custom Domain in the left menu.1
Add your domain
In the Domain field, enter your domain or subdomain (e.g.,
app.youragency.com) and click Add domain. The domain status shows as pending.2
Retrieve the DNS records
The system generates three DNS records you must configure at your domain registrar.
3
Configure records at your DNS provider
Log in to your domain registrar or DNS management console and add the following records:
All three records are required for domain verification and SSL issuance.
4
Verify your domain
Return to the portal and click Verify now. DNS propagation typically takes a few minutes but can take up to 24–48 hours depending on your registrar.
5
Confirm activation
When DNS records are verified, the domain status badge changes to a green active label showing the verification date. Your clients can now access the portal through your custom domain.
Configure SMTP and Email Templates
SMTP Settings
By default, system emails are sent from the platform’s standard address. Configuring your own SMTP server ensures that every email your portal sends — account verifications, password resets, and magic link logins — comes from your own domain. Go to SaaS → SMTP Settings in the left menu.1
Enter your SMTP parameters
Fill in all required fields:
2
Test the connection
Click Send test, enter a recipient email address, and verify that the test email arrives correctly and does not go to spam.
3
Save the configuration
Once the test succeeds, click Save configuration. The Status bar changes to active.
Email Templates
After SMTP is active, customize the content of each automated notification under Platform → Email Templates. ChatbotX provides three ready-made template types:
Click Edit on any template card to write a custom subject line and body. When editing:
- Leave the Subject and Body fields empty to use the platform’s default template.
- Preserve dynamic placeholders such as
{{link}}(for the verification or magic link) and{{brand}}(for your brand name) so the system can populate recipient-specific content.