Learn how to configure your info page settings, including name, description, and button visibility.
Who is this for?
Users who want to customize how their info page appears and functions for customers.
Prerequisites
A tool with the Info Page module enabled
Access to the tool detail page
What you can customize
Page name and description
Contact button visibility
Feedback button visibility
AI Assistant button visibility
Custom page image
Step-by-Step Instructions
1. Navigate to Page Settings
Go to the Tools page and click on your tool
Find the Page section
Click Edit in the Page section
Click Settings to open page settings
IMAGE HERE (Screenshot of the Page section in edit mode with the Settings button highlighted)
2. Edit Page Name
In the Page Name field, enter the name customers will see at the top of the page
Keep it clear and relevant to your business or the page's purpose
IMAGE HERE (Screenshot of the page settings showing the Page Name field)
3. Edit Page Description
In the Description field, enter a brief description
This helps customers understand what they'll find on the page
NEEDS CONFIRMATION: Character limit for description
IMAGE HERE (Screenshot showing the Description field in page settings)
4. Configure Button Visibility
You can show or hide three different buttons on your page:
Toggle to Show or Hide the contact button
When shown, customers can quickly access contact information
Toggle to Show or Hide the feedback button
When shown, customers can leave feedback directly from the page
Toggle to Show or Hide the AI Assistant button
When shown, customers can open the AI chat from the page
IMAGE HERE (Screenshot showing the three button visibility toggles for Contact, Feedback, and AI Assistant buttons with Show/Hide options)
5. Upload a Custom Image (Optional)
Click Upload in the custom image section
Select an image from your device
This image will appear on your info page
NEEDS CONFIRMATION: Recommended image size and format
IMAGE HERE (Screenshot showing the custom image upload section with the Upload button)
6. Save Your Settings
After making all changes, click Save Changes
Wait for the confirmation message
IMAGE HERE (Screenshot highlighting the Save Changes button at the bottom of the page settings)
Expected Result
Your page name and description will appear to customers
Selected buttons will be visible or hidden based on your choices
Custom image (if uploaded) will display on the page
Changes take effect immediately
Common Mistakes
Vague page name: Use a clear, descriptive name that tells customers what the page is for.
Hiding all buttons: Ensure customers have at least one way to interact (contact, feedback, or AI Assistant).
Image too large: NEEDS CONFIRMATION: Maximum file size for custom images.
Not saving changes: Always click "Save Changes" or your edits will be lost.
Troubleshooting
Changes not appearing: Refresh the page and check that you clicked "Save Changes".
Image not uploading: Check the file size and format. Try a different image if the issue persists.
Buttons still showing/hiding incorrectly: Clear your browser cache and test again.
Can't access settings: Ensure you clicked "Edit" in the Page section first, then "Settings".
Best Practices
Clear communication: Use the page name and description to set clear expectations for customers.
Strategic button placement: Show buttons that align with your customer service strategy.
Professional images: Use high-quality images that represent your brand well.
Test on mobile: Preview your page on a mobile device to ensure it looks good on small screens.
Consistent branding: Ensure your page settings align with your overall brand identity.
Next Steps