Before you save branding
A newly created deck has no branding of its own. That includes decks built from scratch and decks imported from images or a PPTX file. Decks duplicated from an existing deck or created from a template keep the source deck’s branding. Until you save the Branding tab for the first time, presentations from the deck show your organization’s name in the header, display no logo, and use the default color palette. Save the tab once to replace those defaults with your own logo, colors, and messaging.Company information
- Company Name — shown in the presentation header. Leave this empty to display only your logo. Company Name also names your company in the presentation email header and footer. Enter your company’s name here, not a heading.
- Company Logo — click to upload your logo file (JPG, PNG, WebP, or SVG, up to 10 MB). This appears in the presentation header throughout the experience and on the product pricing slide. When you replace the logo, every slide that displays it picks up the new one — including presentations customized from a template.
- Logo Size — appears once a logo is set. Choose S, M, L, or XL to scale the logo on the intro page and in the presentation header. The size scales both the logo’s height and its maximum width, so a wide wordmark grows wider as well as taller. M is the default. The Live Preview header updates as you change it. Duplicated decks and decks created from a template keep the source deck’s logo size.
Chat avatar and greeting
This controls how the Q&A chat introduces itself to the homeowner.- AI Avatar — click Replace to pick an image from your image library or upload a new one, then crop it to a square (it’s displayed as a circle). JPG, PNG, and WebP files up to 10 MB are supported; SVG isn’t accepted here. This appears in the chat bubble during Q&A.
- Assistant Name — the name shown in the chat header and messages, e.g. Brian or Your Solar Advisor
- Initial Greeting Message — the first message the homeowner sees when the chat opens. Keep it friendly and low-pressure, e.g. “Hello! I’m here to help answer any questions you have.”
Colors
- Primary — controls buttons, active states, and key highlights throughout the viewer
- Neutral — secondary text, borders, and subdued UI elements
Typography
- Primary Font (Headings) — used for titles and your company name
- Secondary Font (Body) — used for body text, chat messages, and buttons
Chat bubble colors
Customize the background color of chat messages:- User Messages — the color of the homeowner’s message bubbles
- Assistant Messages — the color of the AI response bubbles
Call to action
The label on the main action button homeowners see (in the header, on product cards, on the pre-contract screen, and on the loading signpost) is set on the Action tab, not here. The Action tab controls both the action type (letter of intent, product confirmation, appointment, external link, or none) and an optional custom button label. When you leave the button label blank, AI Presentations uses the default for the selected action type — for example, “Schedule Appointment” for appointment decks or “Reserve Your Installation” for a letter of intent. For letter-of-intent decks specifically, the fallback chain is: custom Action-tab label → the letter-of-intent template’s button text → “Reserve Your Installation”.Intro page
The Intro tab (next to Branding) lets you customize the landing page homeowners see before the presentation starts. Toggle it on to configure:- Background Image — full-bleed image behind the intro screen
- Headline — main heading, supports personalization tokens like
{{first_name}} - Subtitle — supporting line below the headline, up to 120 characters
- CTA Button Label — the “Get Started” button text, up to 30 characters
n / 120 counter under the subtitle. The counter turns red when the subtitle is over the limit, and AI Presentations blocks the save. PUT /api/decks/{deckId}/intro also rejects a changed subtitle over 120 characters or a changed button label over 30 characters with a 400. Limits count the copy as typed, before tokens expand. Existing over-length copy is grandfathered and only re-validates when you change it.
These limits keep the Get Started button above the fold on every phone. The intro page also clamps the headline to two lines, the subtitle to three, and the button label to one, truncating longer text with an ellipsis.
A strong headline example: "Welcome, {{first_name}}! Your personalized report is ready."
Supported intro tokens
The intro page resolves homeowner data from a contact-only lookup, so only the following tokens render on the headline, subtitle, and CTA button label. Both{{first_name}} and {{homeowner.first_name}} are accepted.
AI Presentations validates the headline, subtitle, and CTA button label when you save the intro. Any other token — a roof or cost field, a product or datetime token, or a typo like
{{firstname}} — is rejected with a 400 from PUT /api/decks/{deckId}/intro and the error names the offending token. Existing intro copy that predates the allowlist is grandfathered: a field only re-validates when this save actually changes it, so you can update the background image or another field without editing a legacy headline first.
The presentation email supports a wider set of tokens (roof and cost fields on top of the ten above) because it resolves the full homeowner fan-out at send time. Do not reuse an email-only token on the intro — it will be rejected on save.