Customizing the Self-Service Portal and AI Bot Branding

Harmony lets you shape how both the self-service portal and the AI bot appear to your end users. From a single Branding section in Settings, you can align the portal's visual style with your organisation's identity and give the AI bot a name and avatar that feel native to your team's Slack or Microsoft Teams environment.

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Customising the Self-Service Portal

Accessing Portal Branding Settings

1. Open Settings from the main navigation.
2. Go to Portal Preferences (or the Branding section, depending on your view).
3. Look for the portal appearance options described below.

Available Options

Accent Colour

Set a portal accent colour to match your brand palette. This colour is applied to key interactive elements across the self-service portal, giving users a consistent branded experience.

To set the accent colour:

1. Click the colour picker or enter a hex value in the accent colour field.
2. Select your desired colour.
3. Save your changes - the new colour takes effect immediately for anyone accessing the portal.

Background Image

Upload a background image to personalise the visual experience of your self-service portal. This image appears behind the main portal interface, giving you further control over the look and feel.

To upload a background image:

1. Click Upload next to the background image option.
2. Select an image file from your device.
3. Save your changes - the image is applied instantly.

Branding changes to the portal take effect immediately. No republishing or cache-clearing is required.

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Customising the AI Bot's Name and Avatar

You can personalise how the Harmony AI bot presents itself to your team in Slack or Microsoft Teams. These settings are managed from the Branding section of the Settings page.

Accessing Bot Branding Settings

1. Open Settings from the main navigation.
2. Select the Branding section.
3. Configure the options described below.

Available Options

Custom Bot Name

Rename the bot from the default "Harmony AI" to any name that fits your organisation or team culture.

To set a custom name:

1. Click the bot name field under Branding.
2. Clear the existing name and type your preferred bot name.
3. Save your changes.

Custom Avatar

Upload your own logo or image to replace the default bot avatar.

Requirements for the avatar image:

• Minimum size: 512 x 512 pixels
• The image must be square

To upload a custom avatar:

1. Click Upload next to the avatar field.
2. Select an image file that meets the size and shape requirements.
3. Save your changes.

Channel or Team Scoping

Rather than applying customisations globally, you can target specific Slack channels or Microsoft Teams teams. This lets different groups see a differently branded bot if needed.

To apply a scoped customisation:

1. In the Branding section, locate the scope selector.
2. Choose the specific Slack channel or MS Teams team you want to target.
3. Configure the bot name and avatar for that scope.
4. Save your changes.

Multiple Scopes

You can configure different bot appearances for multiple channels or teams simultaneously.

To add another scope:

1. Click the Add scope button.
2. Select the additional channel or team.
3. Set the desired bot name and avatar for that scope.
4. Save your changes.

Each scope is managed independently, so you can maintain distinct branding configurations side by side.

If no scope is specified, the bot name and avatar settings apply globally across all connected channels and teams.

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Summary of Branding Options

Setting	Where to Configure	Applies To
Portal accent colour	Settings - Portal Preferences	Self-service portal
Portal background image	Settings - Portal Preferences	Self-service portal
Bot name	Settings - Branding	Slack / MS Teams bot
Bot avatar	Settings - Branding	Slack / MS Teams bot
Channel or team scope	Settings - Branding	Specific Slack channels or MS Teams teams