Customize your home screen cards

Thanks to the home screen cards, all communication with your customers is facilitated and centralized. They will now be able to message your team, search for documentation articles, book meetings with just a few clicks, or call you directly from the chatbox! 🚀

The tool offers 5 default cards:

• The Team inbox card

• The Knowledge Base card

• The Meetings card

• The Newsletter card

• The Phone card

You have the freedom to customize these cards if you wish, or create new cards from scratch! So you are totally free to make this home screen your own and build something that really looks like you!

How to customize a default card?

1. You can directly customize a default card by clicking on the wrench

2. You will then see the card personalization window appear.

   Certain characteristics such as the name of the card or its description cannot be modified, but you can choose who to display this card to, or even modify certain blocks (slots) of the card: for example, change texts, buttons, etc. .

   To help you find your way around slot management, a small green insert allows you to make the link between the block and its position on the card.

3. If you wish, you have the option of emptying the template and completely remodeling it to your liking! That is to say, choose which block contents you want to display.

   
   
   

4. You also have the option to reset the model to select a new card architecture!

   
   You have the choice between 9 card templates:

   
   Once the template is selected, you can, as presented previously, choose the block contents you want to display. 😊

How to create a custom card?

1. To create a new custom card, simply select the tab provided for this purpose.

2. You must then choose a card model from the 9 templates.

3. Once you have made your choice, you must enter the general parameters of the card (its name, description, display preferences, etc.)

4. You can then select a location on your card and set a block style for it.

5. Once the style of the block has been chosen, all you have to do is enter its characteristics in the settings window. For example, if you have selected a block of text, you can define its format, its alignment, its style or even the text displayed.

6. Once your card is complete, don't forget to save your work!
   Congratulations, you've created a custom card for your home screen! You can now select it on your dashboard and display it to your contacts! 🚀