Setup

Website

Build and publish your DSA's public marketing site in three steps — generate content with AI, add your domain, publish from settings. Pick from 9 design templates, configure Home/About/Contact/EMI Calculator pages, manage SEO.

The Website page (/settings/website) builds and publishes your DSA's public-facing marketing site — the one customers land on when they search for your firm or click links in WhatsApp/SMS campaigns. The flow is three steps: generate content with AI → add your domain → publish from settings.

Website Settings page with Public Website Settings, Website Logo, AI Website Generator, Choose Template cards highlighted
Website page: (1) Public Website Settings (publish toggle), (2) Website Logo, (3) AI Website Generator, (4) Choose Template.

The three-step workflow

1. Generate content with the AI

The AI Website Generator card lets you describe your business in natural language, and the AI generates the entire website content + picks the best template.

How to use it:

  • Click Generate in the AI Website Generator card.
  • A prompt asks for a description — e.g., "DSA partnered with HDFC, ICICI, Bajaj. Specialise in home loans and LAP for self-employed customers in Delhi NCR. Established 2018, 200+ disbursals last year."
  • The AI generates:
    • Hero headline + subheading.
    • About section (your story).
    • Services section (auto-uses your active Loan Types).
    • Trust elements (years in business, lender count, disbursal count).
    • FAQ entries.
    • Contact section.
  • It also picks the best template from the 9 designs based on your tone (corporate vs creative vs minimal).

You can edit any section afterwards via the page tabs (Home / About / Contact / EMI Calculator / SEO Settings).

2. Add your domain

Switch to the Domains tab inside the Website page.

  • Enter your domain (e.g., yourdsa.com) — apex domain preferred, no http:// or www..
  • The page shows the required A records for the domain to point at the SigmaDSA web server. Same records also appear on the DNS & Domain page.
  • Add the A records at your domain registrar (GoDaddy, Cloudflare, Namecheap, etc.).
  • DNS propagation can take up to 48 hours. The status switches to Verified once the records resolve.

3. Publish from settings

On the Public Website Settings card (top of the page):

  • Toggle Published to On.
  • Click Save Changes.
  • The site goes live at your verified domain (or at the staging URL <tenant>.sigmadsa.com until your custom domain is verified).

Until Published is On, the site is in draft — visitors see a "coming soon" placeholder.

Page tabs (after generation)

Once content is generated, the page exposes 6 tabs for editing:

TabWhat you edit
Home PageHero headline, subheading, primary CTA, trust strip (lender logos), services grid, testimonials.
AboutFounder story, team photos, mission, vision, years-in-business badge.
ContactOffice address, phone, email, business hours, embedded map, contact form configuration.
EMI CalculatorToggle the EMI calculator widget on/off. Pick loan products to show, default tenure/ROI ranges, branding.
SEO SettingsPage titles, meta descriptions, OG image, sitemap toggle, Google Site Verification code, GA4 measurement ID, Google Search Console verification.
DomainsDomain entries, DNS records to add, verification status.

Choose Template (9 designs)

The Choose Template card shows 9 design variants — the AI picks the best one, but you can switch any time. Each preview shows the look-and-feel:

TemplateVibeBest for
ModernGlassmorphism, gradient mesh, floating cardsPremium / fintech feel
MinimalSerif headings, whitespace, thin dividersBoutique / advisory
BoldDiagonal sections, wave separators, vibrant colorsCreative agencies
CorporateDark professional, geometric gridsEstablished firms
StarterPastel accents, soft cornersFriendly, family-firm
Simple CleanSaaS-style, blue-gray, pill buttonsTech-forward
Simple WarmEarth tones, roundedPersonal-relationship focus
Simple DarkSleek dark mode, premium fintech feelPremium clients
Creative FreshTeal accents, organic shapes, left-aligned heroModern challenger brands

Click any tile to switch — the live site updates within 30 seconds.

The Website Logo card uploads the logo shown on your public site (header + footer). Separate from the CRM sidebar logo managed under Branding. Recommended 200×60 px, PNG/SVG.

Common flows

  • Initial launch — Generate AI content → review/tweak → add domain in Domains tab → wait for DNS verify → toggle Published → done. Typical time: 30–45 minutes including DNS wait.
  • Refresh content — re-run the AI generator with an updated business description. AI replaces existing content; review before saving.
  • Add a new service — add it under Admin → Loan Types. The Services section on the Home tab auto-syncs.
  • Track website conversion — add the GA4 measurement ID under SEO Settings; lead-capture form submissions show in the Leads board tagged with source Web.

Permission gating

Requires admin role for the Settings + Domains + Published toggle. The AI Website Generator is gated by AI credits in the tenant's billing plan.

Next steps