> For the complete documentation index, see [llms.txt](https://ask-clio.gitbook.io/ask-clio/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://ask-clio.gitbook.io/ask-clio/basics/white-labeling-ask-clio.md).

# White Labeling Ask Clio

Ask Clio allows firms to fully white label the chat experience for their clients. 

Once your Sandbox environment is established, the team will help walk you through how to setup the following in the Ask Clio Middle Office.

### **Uploading Your Firm Branding**

* Personalize your bot:
  * Upload logos and visual branding assets in the Configuration tab.
  * Add message suggestions to guide interactions.
* Edit background colors, fonts and more

<figure><img src="/files/Qn7vyDEWKd06qANkEJxs" alt=""><figcaption></figcaption></figure>

### **Establishing Your Bot Character**

The Ask Clio team will help you define your bot character as part of onboarding.&#x20;

* Define your bot’s personality and behavior:
  * **Bot Name**: Choose a unique and engaging name.
  * **Bot Tone**: Set the tone (e.g., professional, friendly, empathetic).
  * **Topics to Avoid**: Specify any sensitive topics to block.

### Adding **Data Integrations**

* **Clearing Integrations**: Share details of your clearing firms for custom plugin support.  [Read more →](/ask-clio/tools-and-data-plug-in-your-apis/adding-your-clearing-partner.md)
* **Bespoke Data Needs**: Identify unique data requirements for asset classes or data sets.
* **Tools & Data Plugins**: Specify tools or data sources you wish to integrate.

### **Compliance and Notifications**

* Provide the following:
  * **Compliance Email Address**: Ensure it’s archivable by providers like Smarsh.
  * **Group Email Address**: General email for customer service alerts.
* Access the **Testing Dashboard** for accuracy and alignment verification.

### **Configuring Your Firm Knowledge**

* Configure your bot with firm-specific knowledge:
  * Upload FAQs in the Middle Office portal.
  * Link hosted content via Web URLs.
  * Upload documents for ingestion.

<figure><img src="/files/McXxqm9zNDozOdI5R4P9" alt=""><figcaption></figcaption></figure>

* Manage article based resources in the **Knowledge Center**.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXeudmvV3QGq_rXmLo1z5iI-cCJ6iTti9VNFwATF2kG3GXY4mTZ1K8cnhoXGNY_xTkyvBiSacGqL1BMZfI7Os2916E_bBUo9Y3ywNGJsQvVUgpgRnXDhTTiWTjqh3s-4eGn2Yo7zyA?key=a8gwNCGJsy7-9hAgv5tT7IGG" alt=""><figcaption></figcaption></figure>

### **Legal Discussion**

* Customize the **Terms and Conditions** page:
  * Include disclaimers about non-investment advice.
  * Provide your firm's specific legal language.

<figure><img src="/files/Qd9e3EDsqxr0Y7fBYbhb" alt=""><figcaption></figcaption></figure>


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