Engagement Branding

Overview

This article explains how to customize the branding and set up defaults for survey and chat engagements.

Access Engagement Branding Settings

Engagement Branding settings are located within Settings, under the Company Settings tab.

To customize your engagement settings, click Edit in the top right corner of the Engagement Branding card.

Engagement Setting Options

The following options are available for customizing engagement branding:

Branding Colors

Here you can use HTML color codes to customize the engagement header, header text, header focus outline, button, and focus outline. An example of color selection in a survey engagement for contacts is shown below:

Web Content Accessibility Guidelines

For WCAG (Web Content Accessibility Guidelines) compliance, it is recommended to have a visible focus indicator for interactive elements that can be navigated or activated using the keyboard. The focus outline color (often referred to as the "focus indicator" or "focus outline") should provide sufficient contrast against the background to ensure visibility for users with low vision or other visual impairments.

While choosing the right color for the focus outline may depend on the design and color scheme of your website, it is advisable to follow the contrast ratio requirements outlined in the WCAG guidelines. A common approach is to use a border color that contrasts with the background and is easily distinguishable. For example, a darker border on a light background or a lighter border on a dark background.

Chat Header Icon

Here you can choose whether to display a robot icon (shown below) or no icon. If you select the Display Robot Icon option, the icon will be in the Button Color configured under Branding Colors.

Chat Header Text

Here you can choose your Chatbot name, which will display as below:

Default Candidate Chat

Here you can choose which chat will be displayed to a known candidate returning to your website.

Default Sales Contact Chat

Here you can choose which chat will be displayed to a known client contact returning to your website.

Default New Visitor Chat

Here you can choose which chat will be displayed to new visitors to your website (or existing people on new devices). You cannot use merge tokens, dynamic jobs, or any other personalization in New Visitor Chats because there won't be any stored information on this individual.