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Customizing Your Databook Branding

The Branding page lets you customize how Databook appears to your users.

Written by Geetanjali Sharma

The Branding section is available to Organization Owners and Admins.

Go to Admin Console > Navigate to Config > select Branding in the left-hand navigation.

You can upload your organization's logo, set a headline, and add links to internal resources that surface in the Databook sidebar.

Company Avatar

Upload your organization's logo under Company Avatar. Once configured, it appears on your conversation home page and in the main navigation.

How to upload a logo:

  1. Go to Config > Branding in the Admin Console.

  2. Click Upload photo and select an image file.

  3. Review the live preview, then click Save.

Image Specifications & Tips:

  • Supported formats: JPG or PNG.

  • Maximum file size: 500 KB.

  • For best results, use a square image at least 200 × 200 px.

Supported formats: JPG or PNG. Maximum file size: 500 KB. For best results, use a square image at least 200 × 200 px.

To replace or remove the logo, click Upload photo or Remove photo on the Branding page at any time. If no logo is configured, default Databook branding is shown to all users.

Company Headline

Add an optional headline under Company Headline — a short descriptor shown alongside your company logo (e.g., organization name, program, or initiative).

  • The headline can be a maximum of 25 characters.

  • If left blank, no headline text is displayed.

  • A company avatar must be uploaded for the headline to appear.

Links

Add up to 10 internal resources to your organization's main navigation under Links. These are ideal for frequently accessed materials like sales playbooks, methodologies, or company sites.

Adding and managing links

Each link requires a name and a URL:

Field

Requirements

Example

Link name

Required. Maximum 35 characters.

Company Sales Plays

Link URL

Required. Must be a valid URL. If https:// is omitted, it is added automatically.

  • Click + Add Link to create a new entry.

  • Use the drag handle (⋮⋮) to reorder links.

  • To remove a link, click Delete — a confirmation toast confirms the removal.

Note: Links support a name and URL only. File uploads and rich text formatting are not supported. Maximum of 10 links can be added per organization.

How links appear in Databook

  • Configured links appear in the Databook sidebar under Internal Resources.

  • Up to 5 are shown by default; users can click Show more to see all.

  • Each link opens in a new browser tab.

  • If no links are configured, the Internal Resources section is not shown in the sidebar.

Preview

Click Preview (top right of the Branding page) to see how the Databook home page will look with your current settings:

  • Nothing configured: Default Databook branding is shown.

  • Avatar uploaded, no headline: The logo appears in the center; a "Headline" placeholder marks where headline text would appear.

  • Avatar and headline configured: Both are shown in their final positions.

Saving changes

All changes remain in a draft state until you click Save. If you attempt to navigate away with unsaved changes, a confirmation dialog appears:

Action

Result

Save

Saves all changes and keeps you on the Branding page.

Discard

Discards unsaved changes and navigates away.


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