Branding, placement, and page targeting

Branding

During setup, you provide your brand color – this is the hex code used to style the widget so it matches your site. Your brokerage name is also pulled in during setup and displayed inside the assistant interface.

If either of these need updating after setup, you can change them from your assistant settings screen at any time. Changes take effect immediately.

Where your assistant appears

By default, Roof AI runs on every page of the domain you provided during setup. Most brokerages want it on listing pages and leave it running site-wide.

Excluding specific pages

If there are pages where you don't want the assistant to appear, like a careers page, a vendor login, or an internal resource page, you can exclude them by URL pattern. A URL pattern is a partial match rule, for example:

• /careers would exclude any page with that path
• /admin would exclude your backend login pages

To set up exclusion rules, depending on your site setup, your web vendor may need to implement these rules directly.

Important note: subdomains are not supported. Roof AI runs on one domain per install. Subdomains, for example listings.yourbrokerage.com vs. yourbrokerage.com, are treated as separate domains and require a separate install.

Placement checklist

Use this after install to confirm everything is working correctly: