A customer books an appointment with you. The booking page has your colour and your logo. The confirmation email arrives in your company's name, with your logo at the top. Two days later they receive the video call invitation, then the quote, then the contract to sign: all with the same look. You haven't designed a single layout or uploaded your logo five times. You set it up once. That's NAiOS Company identity.
In 30 seconds
- One profile per company: logo, colours, typography, tagline, website and tone of voice, in Companies → Identity.
- It applies itself to everything NAiOS creates and sends for you: documents, presentations, invoices, booking pages, forms, invitations, emails to customers and more.
- The AI uses it too: the documents, presentations and texts you ask it for come out in your colours and in your tone.
- Emails arrive in your company's name, and if the customer replies, the reply goes to your address.
- Several companies, several identities: each one has its own, and you can always see which one you're working with.
- Whatever you've already customised takes priority. The identity is a starting point, not an imposition.
The problem: your brand scattered across twenty places
In any small business, the brand lives scattered about: the logo in the invoice template, the colour in the booking tool, the signature in the email, the tone in the head of whoever is writing. Every new tool means uploading the logo again and choosing the colour once more, and it almost never quite matches. The customer sees the result: a booking in purple, an invoice in blue and an email with no logo.
In NAiOS, all the modules share the same company. It made sense for them to share its face too.
Where to set it up
In Companies, each company has an Identity tab with everything on a single screen:
- Logo, one for light backgrounds and, if you like, another for dark backgrounds.
- Colours: primary, secondary and accent.
- Typography.
- Tagline and website.
- Tone of voice: how your company speaks, in your own words. For example: «friendly and direct, informal, no jargon».
On the right you have a preview before saving. And so you don't have to start from scratch, there are two shortcuts:
- Suggest identity: you enter your website address and NAiOS suggests colours, typography, tagline, tone and logo based on it. You review it and decide whether to apply it.
- Use ERP data: if you already had a logo and colour on your invoices, it copies them.
You always know which company you're in
If you run more than one company, each one has its own identity. Under the logo in the chat sidebar, and in the header of every module, you'll see the Active company with its logo and a line in its colour. You can switch from one to another right there.
It's a small detail that prevents a big mistake: issuing the invoice or sending the email from the wrong company.
What you create carries your brand
- Chat: the documents, presentations and pages you ask the AI for use your colours, your typeface, your logo and your tone by default. If you ask for a different style, it respects it.
- Office: presentations start out in your colour, and the Word, PDF and PowerPoint files you export carry your logo.
- ERP: quotes and invoices with your logo and your colour.
- Mail: one button prepares the mailbox signature with your logo, your tagline and your website.
- Campaigns: mailings go out with the company's name, logo and colour.
Tone of voice deserves a special mention. It isn't decoration: it's an instruction the AI receives every time it writes something for that company. It's the difference between a text that's correct and a text that sounds like you. If you're curious about why, we explain it in the Wiki: how to give instructions to an AI.
What your customers receive
This is where you notice it most. Everything NAiOS shows or sends to third parties on your behalf now carries your company's branding:
- Calendar and Bookly: the booking pages and the confirmation, change, cancellation and reminder emails.
- Meet: the invitation, the change notices, the reminder, the minutes and the page the guest joins through.
- CRM: the automatic email the contact receives when they move to a new stage.
- Sign: the signing email and page say who is requesting the signature.
- Forms: the public form, with your colour and your logo.
- OmniChat: the chat widget on your website and the bot's confirmation emails. A channel without its own instructions replies on behalf of your company, with its tagline and its tone.
- Portal and HR: the invitations and notices to your advisory clients and your employees. The payslip shows the registered company name, the NIF and the logo.
- Advisory: circulars to your client portfolio are prepared with the company's signature.
- Accounting: the journal and the general ledger carry the registered company name and the NIF in the header.
- Social: «Create from my company» creates a brand with its name, its colour and its logo.
Who sends the email
Until now, automatic notifications arrived in the platform's name. Now the sender is your company: your customer sees «Your Company (vía NAiOS)» in their inbox and, if they click Reply, the reply goes to the contact address you have on the company's record.
The technical sending address doesn't change, and that's intentional: it's the one with the reputation and the verifications that make sure the email lands in the inbox and not in spam.
Three rules so there are no surprises
- Your choices come first. If a calendar has its own logo or a form has its own colour, they are respected. The identity only fills in what you haven't chosen.
- New items keep their company. Any meeting, form or portal you create from now on is linked to the company you have active at that moment.
- No identity, no change. If a company hasn't filled in its profile, everything comes out exactly as before.
Example cases
An agency with three brands
One person runs their personal brand, the agency and a separate project. Three companies in NAiOS, three identities. Switch company in the header and proposals, invoices and invitations go out with the right brand, with no duplicate templates.
A law firm or an advisory firm
The invitation to the client portal, document requests, circulars and the contract to sign arrive with the firm's name and logo. The client recognises who is writing to them before opening the email.
A business that takes bookings
The Bookly storefront, the booking assistant and the reminders use the business's colour and logo. If the business already has its photo and name set up, they are kept.
A sales team
The salesperson asks the chat «put together a proposal for this client» and the presentation comes out with the company's colours and tone. When the opportunity moves to another stage, the automatic email to the client has the same look.
What it doesn't do yet
We'd rather tell you ourselves:
- It doesn't change the background colour of the whole platform. Inside NAiOS you'll see the logo and an accent colour from the active company; the rest of the interface keeps the light or dark theme you've chosen.
- Automatic notifications aren't sent from your own domain. They're sent in your company's name, with replies going to your address. To write from your domain, you have your Mail and Campaigns mailboxes.
- Signature evidence is neutral. The evidence certificate and the signed copy from Sign carry no branding: they are evidentiary documents and must stay that way.
- The accounting books carry no logo or colour, only the registered company name and the NIF.
- Academy and Classroom still use the branding of the academy or the course, which is configured there.
Where to find it
Company identity is available from today. If you already use NAiOS, open Companies, go into your company and head to the Identity tab: with «Suggest identity» and your website address, you'll have it ready in a couple of minutes. If you don't use it yet, create your account or take a look at the plans.
