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Three sections of the Account page apply to the whole account: Branding, which changes how the app looks, and Global Instructions and Global Knowledge, which every assistant in the account can inherit. Open Account in the sidebar — depending on your account it sits at the top level or under More — then pick the section from the list on the left. The page is visible to the root and admin roles only.

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Branding

The Account Branding section has three independent blocks. Each one saves and clears on its own.

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App Name

Set a custom name for your app. This appears in the browser tab and other branded surfaces. Type the name into the App Name field and click Save App Name.

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Favicon

Upload a square image for your browser tab icon. PNG, JPG or ICO, SVG, 32×32px or larger. A small browser mock-up above the upload area previews the tab as your users will see it, using your app name and the icon you have chosen.
1

Choose an image

Drop a file on the upload area or click to browse. You will be offered a cropper before the file is accepted.
2

Save

Click Save Favicon.
To go back to the default icon, click Remove.

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Brand Colors

Set the primary and secondary colours for your branded interfaces. Pick a Primary Color and a Secondary Color, then click Save Colors. Remove clears both back to the defaults.

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Global Assistant Instructions

Define a set of global instructions that will be automatically applied to every interaction with assistants.
This feature needs to be enabled on each assistant that you want to use the global instructions. Writing global instructions does not on its own change how an existing assistant behaves.
Global instructions are the right place for standards that hold across the whole account, for example:
  • Keep a professional, direct tone.
  • Always check the source before quoting a figure.
  • Hand over to a person when someone asks for one.
Keep them short. Behaviour that belongs to one job belongs in that assistant’s own instructions instead.

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Global Knowledge

Upload or select files that you want to be available as knowledge for all assistants where the Global Knowledge feature is enabled. Supported file types are PDF, CSV, TXT and MD. For best results, we recommend keeping individual file sizes under 5MB.
Global Knowledge takes files. Pasting text and linking to a URL are not supported here.
Typical content is material every assistant should be able to quote from — an internal glossary, a policy document, a standard price list.

Learn more about Knowledge

How knowledge sources work on an individual assistant →

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Common questions

Only the root and admin roles can open the Account page at all. About roles →
Global instructions and global knowledge are opt-in per assistant. Enable the feature on the assistant itself.
Yes, for the favicon and the colours — each block has its own Remove. The app name has no reset; clear the field and save to drop it.
The branding is — the app name, favicon and colours are what every user in the account sees. Global instructions and global knowledge are not shown to users; only the answers assistants give using them.

Account Settings

Account details, escalations, retention and specialization

Create Your First Assistant

Build an assistant that inherits these settings

Knowledge Configuration

Knowledge on an individual assistant

User Management

Manage who has admin access