Brand
Everything one brand owns, in one place in the menu — its Overview, chat widget, knowledge, products, AI agents, workflows and settings.
Where it is
Brand sits in the left menu between Communications and Marketing, drawn as a bounded panel. The top row of the panel carries the brand's name and icon; clicking it opens and closes the section rather than going anywhere. Below it the brand's pages are banded by three dividers — Content (Knowledge, Products), Automation (Vex, Voice, Workflows) and Configuration (Brand settings) — with Overview and Chat widget sitting above the first divider.
The brand's own pages live at /dashboard/brands/<brandId>/…, and a bare /dashboard/brands/<brandId> sends you to Overview. A few rows lead to editors that kept their own older addresses — the widget designer, help articles and documentation pages — so links and bookmarks you already have keep working.
The brand's pages
Overview
The brand's home screen — what is set up, what needs your attention, the week in numbers and how the AI is answering.
Chat widget
The chat bubble on your site. The row opens the widget designer; a brand with no widget gets a page that offers to add one.
Knowledge
Every source this brand's AI reads, with its type, whether it is working, how much it contributes and whether it is live on the public site.
Products
Your product feeds and the catalogue they produce. The AI recommends these products when a conversation calls for one.
One brand, or several
Only one brand is shown at a time. Once you have two or more, a quiet Switch brand row appears at the bottom of the panel, below a hairline; it opens a menu of every brand, each with its brand icon — or a plain swatch where no icon is set. Under the same hairline, New brand opens a create dialog. That row is there whether you have one brand or ten, as long as you hold the Brands permission.
Switching brand lands you on the new brand's Overview whenever you were standing on something the old brand owned — one of its pages, the widget designer, a help article or a documentation page. Anywhere else, you stay where you are. Home also gains a comparison table of your brands once there is more than one.
Who sees which page
Each row is gated by its own permission, and a band whose rows are all hidden takes its divider down with it.
| Row | Permission |
|---|---|
| Overview | Overview |
| Chat widget · Brand settings · New brand | Brands |
| Knowledge | Vex, Knowledgebase or Documentation — any one is enough |
| Products · Vex | Vex |
| Voice | Voice |
| Workflows | Workflows |
A member who can open none of these pages and cannot create a brand does not see the Brand heading at all.