Site identity

In simple words

Site identity is part of Website. Brand, contact and social details. This guide takes you through it in 7 short steps.

Where it fits in your work — Style. Choose a theme, preview it live and customise colours, fonts and components.

Before you start

• You need to be signed in to your company's workspace. Website appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Site identity belongs to Appearance in Website. Brand, contact and social details.

Step by step

1. 1

   Step 1

   Open Website

   Sign in and open the Website panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Site Identity”

   In the left menu, click “Site Identity”. The “Site Identity & Contact” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Light / dark mode toggle
   • AI assistant link
   • Login / Dashboard link
   • Call-to-action button
   • Social icons in the header bar
   • Mobile menu — contact tiles (consultation, chat, WhatsApp)
   • Call-to-action band
   • WhatsApp button
   • Email & phone
   • Social icons
   • About paragraph
   • Copyright & legal links bar
   • Show the floating button
   • AI assistant
5. 5

   Step 5

   Add a new one

   Click “Add social link” to add one. A form opens for the details.

6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Choose image
   • Add link
   • Discard
   • Save & publish
7. 7

   Step 7

   Done

   Brand, contact and social details.

Tips

• You can use more than one filter together (Light / dark mode toggle, AI assistant link, Login / Dashboard link) to see exactly the records you want.
• The search box accepts: Search…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Website → Open “Site Identity” → Find what you need → Narrow the list → Add a new one → Other actions on this screen → Done

What it connects to

• CRM & Sales

  Every form submission becomes a lead.

• SEO

  SEO tools read and drive the site.

• AI Assistants

  The website chatbot uses your knowledge base.

• Client & Student Portal

  Rewards and referrals extend into the portal.

What you will see on this screen

These are the parts of the Site Identity & Contact screen, exactly as they appear in the product.

Why use Website

Website replaces website builder, cms & marketing tools, on the same login and the same data.

• Change your website any day — no developer needed
• Forms feed your CRM directly
• Offers, coupons, referrals and wallet credits built in
• AI chatbot and voice AI answer visitors around the clock

Who uses Website

• Marketing & content

  Edit pages and blog posts, run offers and campaigns.

• Designers

  Pick and customise themes, menus and the footer.

• Approvers

  Review pages waiting to be published.

• Customer-facing teams

  Review chatbot and voice conversations.

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