Using the Management Portal for Branding
Configure User Portal branding and Agent Portal themes interactively on the Themes page.
Overview
The Themes page (Platform > Themes) is the interactive editor for the keys described in the Branding Reference. It provides:
- An Agent Portal tab for the theme catalog: default theme, allowed themes, structured fields, an advanced JSON editor, validation, export, and delete.
- A User Portal tab for branding keys: text inputs, rich text editors, a kiosk mode toggle, a logo preview, color pickers with previews, and WCAG contrast checks.
For step-by-step instructions, see Themes.
Agent Portal Tab Summary
| Element | Behavior |
|---|---|
| Default theme | Saved immediately after you confirm Change default theme? |
| Allowed themes | Saved with Apply theme. The default theme is always allowed. |
| Theme to edit | Selects the theme shown in the editor below |
| Name, Description, Accent, Greeting | Structured fields of the selected theme |
| Advanced JSON for {name} | Full theme document. Validate before applying. |
| Reload | Reloads the catalog (asks before discarding changes) |
| Validate changes | Required after any theme change before Apply theme or Export theme |
| Export theme | Downloads appConfigurations.json for use in an artifact package |
| Delete theme | Removes a non-default theme from the catalog and deletes its key |
| Apply theme | Writes the theme document and the manifest |
User Portal Tab Summary
| Element | Behavior |
|---|---|
| Text fields | Company name, favicon, logo text, logo URL, page title, agent icon URL |
| Rich text editors | Footer text, no agents message, default agent welcome message |
| Kiosk Mode toggle | Stores true or false |
| Logo preview | Shows the logo against the primary color |
| Color groups | Accent, Background, Primary Button, Primary, Secondary Button, Secondary — each with a TEST preview |
| Show contrast information | Shows the contrast ratio and AA (4.5:1) / AAA (7:1) Pass or Fail per color group |
| Reset | Reverts unsaved changes after confirmation |
| Set Default | Loads the FoundationaLLM defaults after confirmation (still requires Save) |
| Save | Writes only the changed keys to App Configuration |
Changes are staged in the browser until you select Save (User Portal tab) or Apply theme (Agent Portal tab). The only exception is Default theme, which is saved as soon as you confirm the change.
Best Practices
- Check contrast. Turn on Show contrast information and aim for at least AA on every color pair.
- Preview the logo. Use the logo preview to confirm the logo is readable on the primary color.
- Export before overwriting packaged themes. If a theme shows a package warning, export it first so you can carry your changes into the next package version.
- Refresh the portals. Refresh the User Portal or Agent Portal after saving to see the new values.