> ## Documentation Index
> Fetch the complete documentation index at: https://docs.convocore.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview Tab

The Agency Overview tab is where you establish your agency's identity within the Convocore platform. This information will be prominently displayed in your client dashboard, creating a cohesive and branded experience for your customers.

<Frame>
  <img src="https://mintcdn.com/convocore/h_96SLAvmHo1k2ly/images/agency-overview-tab.png?fit=max&auto=format&n=h_96SLAvmHo1k2ly&q=85&s=822d5df1b471a59201e4ad5502e2a80d" alt="Agency Overview Tab" width="923" height="992" data-path="images/agency-overview-tab.png" />
</Frame>

## Configuring Your Agency Details

<Steps>
  <Step title="Agency Name">
    Enter your agency's name in the `Agency Name` field. This will be displayed in the top left corner of the dashboard.

    <CodeGroup>
      ```plaintext Example theme={null}
      Agency Name: Convocore
      ```
    </CodeGroup>
  </Step>

  <Step title="Branding Text">
    Input your agency's slogan or a brief description in the `Branding Text` field. This supports Markdown formatting.

    <Tip>
      Use the format `[YOUR_TEXT](YOUR_LINK)` to create a clickable link within your branding text.
    </Tip>

    <CodeGroup>
      ```markdown Example theme={null}
      Create awesome AI Agents with [Convocore](https://convocore.ai)
      ```
    </CodeGroup>
  </Step>

  <Step title="Login Settings">
    Toggle `Enable Password Login` to determine how clients can access their dashboard:

    * Enabled: Clients can log in with a password
    * Disabled: Clients can also log in using OTP codes sent to their email

    <Warning>
      If you disable password login, ensure your email domain is properly set up for white-labeling. See our [Email Configuration Guide](/whitelabeling/agency/email) for details.
    </Warning>
  </Step>

  <Step title="Secret Key">
    This key is used for the Admin magic link that controls all widgets.

    <Note>
      For security reasons, you can regenerate this secret by clicking the `Regen Secret` button.
    </Note>
  </Step>

  <Step title="Agency Logo Upload">
    Upload square logos (256x256 PNG) for both light and dark modes:

    <AccordionGroup>
      <Accordion title="Light Mode Logo">
        Drag and drop or select a file for your light mode logo. This will be used when the client's dashboard is in light mode.
      </Accordion>

      <Accordion title="Dark Mode Logo">
        Drag and drop or select a file for your dark mode logo. This will be displayed when the client's dashboard is in dark mode.
      </Accordion>
    </AccordionGroup>

    <Tip>
      We recommend uploading **both** light and dark mode logos for the best user experience across different dashboard themes.
    </Tip>
  </Step>
</Steps>
