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Setting up your brand with the Agent

Fill your logos, colors, fonts, about copy, contacts and terms from your website, brand PDFs or pasted guidelines, ready for every quote.

Your brand already lives somewhere: on your website, in a brand PDF, in a designer's guidelines. Copying logos, color codes, fonts and trading terms into a settings page by hand is slow. The Agent does it for you.

Import your brand

  1. Open the Agent at Home.

  2. Ask "Import my brand from ourwebsite.com", or attach your brand PDF or guidelines.

  3. The Agent reads your site or files and fills your branding.

  4. It tells you what it filled and anything it couldn't find, with a way to add it.

What it fills

  • Your logo, including a reversed version for dark backgrounds

  • Brand colors and fonts

  • A cover image

  • Your about copy

  • Contacts and addresses

  • Footer line and trading terms

Details you've already set stay as they are unless you ask to refresh them.

Where it's used

Your branding appears on every quote and proposal you export. Review or edit it any time in Settings → Branding.

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