Bold Agent Workspace Customization: Step-By-Step Guide

This article explains how users can customize the BoldAgent workspace appearance to match their organization’s branding and agent preferences. Using the available settings, you can update the workspace logo, colors, theme, and date and timezone settings to create a consistent and comfortable working environment for agents.

Who can customize?

Only users with Account Owner or Admin permissions can modify workspace-level appearance settings.

Navigate to Workspace Appearance Settings

1. Sign in to your BoldAgent account.
2. From the left navigation bar, click Settings.
3. Under Settings, select General.

The Workspace Appearance page allows you to configure branding and visual preferences for your BoldAgent workspace.

Customize Workspace Logo and Favicon

You can replace the default BoldAgent branding with your organization’s logo and favicon.

Update Workspace Logo

1. In the Workspace logo and favicon section, locate Logo.
2. Click Change logo.
3. Upload your company logo image.
4. Preview the logo and confirm the change.

Tip: Use a high-resolution image with a transparent background for the best visual results.

Update Workspace Favicon

1. Next to Favicon, click Change favicon.
2. Upload a square image that represents your brand.
3. Save your changes.

The favicon appears in browser tabs and bookmarks, helping users quickly identify your BoldAgent workspace.

Edit Workspace Name

The workspace name is displayed across the agent interface.

1. In the Workspace name field, enter your preferred workspace name.
2. Review the updated name to ensure accuracy.

This change is reflected immediately across the BoldAgent application.

Configure Brand Color

The brand color defines the primary accent color used throughout the BoldAgent interface.

1. In the Brand color section, choose a color from the preset options, or
2. Enter a custom hex color code (for example, #6938EF).
3. Preview the selected color to ensure it aligns with your brand identity.

The selected brand color is applied to buttons, highlights, and key UI elements.

Set Display Preference (Theme)

BoldAgent allows agents to work in their preferred visual theme. You can easily switch between light and dark modes to suit your environment and comfort.

Under Display preference, choose one of the following options:

• System preference – Automatically matches the device’s light or dark mode settings.
• Light mode – Uses a light background for the interface.
• Dark mode – Uses a dark background to reduce eye strain in low-light environments.

Select the desired option to define the default workspace theme.

Switch Between Light and Dark Mode

You can quickly toggle between light and dark themes using the built-in theme switch:

1. Sign in to your BoldAgent account.
2. Navigate to the left navigation panel.
3. Scroll to the bottom of the sidebar.
4. Locate the Theme option.
5. Toggle the switch to enable Dark Mode.

The interface will immediately switch to a darker appearance. To switch back to Light Mode, simply toggle the switch again in the same location.

Configure Date and Time Settings

You can standardize how date and time are displayed across the workspace.

1. Choose the appropriate Time zone (for example, UTC-06:00).
2. Select your preferred Date format (such as dd MMM, yyyy).
3. Choose the Week start day.
4. Select 12-hour or 24-hour time format.

Save Changes

After completing your customization:

1. Click Save changes at the bottom of the page.
2. The updated appearance settings are applied immediately to the workspace.