White Label Setup

​

1. Activate White Label

1. Purchase the white label plan
2. Wait for activation confirmation
3. Access your dashboard

​

2. Access Administration Panel

1. Look for the “Administration Panel” button in your dashboard
   
2. Click to access administration settings

​

3. Configure Platform Settings

​

Brand Identity Configuration

• Platform Name: Company name displayed throughout the interface and emails
• Main Logo: Primary logo for dashboard header and user interface (light mode)
• Dark Mode Logo: Alternative logo for dark theme compatibility
• Auth Page Image: Custom image for login/registration pages (light mode)
• Auth Page Image (Dark): Alternative auth image for dark theme
• Favicon: Browser tab icon (.ico or .png format)
• Header Background: Login page background image (light mode)
• Header Background (Dark): Login page background for dark theme
• Logo Height: Custom logo height in pixels (default: 35px)
• Page Title: Authentication page headline text
• Page Description: Authentication page subtitle/description
• SEO Title: Browser title and search engine optimization
• SEO Description: Meta description for search engines
• SEO Keywords: Meta keywords for search optimization

• Logo: PNG/SVG recommended, transparent background
• Auth Images: High resolution JPEG/PNG/WebP (1920x1080 recommended)
• Favicon: 32x32 or 16x16 pixels
• Header Backgrounds: 1920x1080 minimum resolution

​

Custom Domain Setup

• Custom Domain: Your branded URL (e.g., app.yourcompany.com, platform.yourcompany.com)
• SSL Certificate: Automatic HTTPS setup for security (generated automatically)
• Subdomain Support: Use any subdomain (app, platform, ai, phone, etc.)

• Record Type: A record (not CNAME)
• Host/Name: Your chosen subdomain (e.g., app, platform)
• Value/Points to: Server IP address (provided in settings)

• Add DNS directly without proxy to make SSL work

• SSL certificates generate automatically when DNS is configured correctly
• If SSL fails, check that nameservers aren’t adding proxy on top
• Cloudflare users must disable the proxy feature on the DNS record
• Contact support to regenerate SSL if domain setup doesn’t work initially
• Allow 24-48 hours for DNS propagation worldwide

​

Colors & Theme Customization

• Primary Color: Main brand color for buttons, links, and accents (default: #01df4a)
• Gray Color: Secondary color for borders, backgrounds, and neutral elements
• Email Header Color: Color used in email template headers and footers

• Button backgrounds and hover states
• Navigation highlights and active states
• Progress bars and loading indicators
• Form focus states and validation
• Email branding consistency

• Choose colors with sufficient contrast (WCAG 2.1 AA compliance)
• Test colors in both light and dark modes
• Maintain consistency across all interface elements
• Consider colorblind accessibility when selecting schemes

​

Website URLs Configuration

• Terms of Service URL: Legal terms and conditions page (displayed in registration)
• Documentation URL: Custom documentation site link (replaces default docs)

• Must use HTTPS protocol (https://)
• Links should point to your own domain
• Terms of Service link appears in user registration
• Documentation URL replaces default help links throughout platform

• Terms: https://yourcompany.com/terms-and-conditions
• Docs: https://docs.yourcompany.com or https://help.yourcompany.com

​

Footer Links Management

• Link Text: Display name (max 50 characters)
• URL: Destination link (must be valid URL with https://)
• Text Color: Optional custom color for individual links

• Unlimited footer links (recommended: 3-6 links)
• Drag and drop reordering with arrow buttons
• Links only visible to your users (not in tenant admin)

• Company pages: About Us, Contact, Careers
• Support: Help Center, Documentation, Tutorials
• Legal: Privacy Policy, Terms, Cookie Policy
• Social: LinkedIn, Twitter, Facebook profiles
• Product: Features, Pricing, Case Studies

​

Social Login Integration

• Enable Social Logins: Master toggle for all social authentication
• Google OAuth Integration: Google account sign-in for users
• LinkedIn OAuth Integration: LinkedIn professional login option

• Google Client ID: OAuth application identifier from Google Cloud Console
• Google Client Secret: Secret key for authentication (hidden/revealable)
• Redirect URL: https://yourdomain.com/login/google/callback
• Required Scopes: Profile information and email access

• LinkedIn Client ID: Application ID from LinkedIn Developer Portal
• LinkedIn Client Secret: Secret key for LinkedIn authentication
• Redirect URL: https://yourdomain.com/login/linkedin-openid/callback
• OpenID Connect: Uses LinkedIn’s OpenID Connect protocol

• Disabling social logins clears all OAuth credentials
• Contact support if social login fails after setup
• Test with actual accounts before going live
• Users can still create regular accounts even with social login enabled

• Google OAuth Setup Guide
• LinkedIn OAuth Setup Guide

​

Email Templates Customization

• Email Subject: Custom subject line for new user welcome emails
• Email Preheader: Preview text shown in the inbox before the email is opened
• Greeting Text: Custom greeting header (e.g., Welcome {user_name}!)
• Email Content (HTML): Rich text editor for email body content with variables
• Journey Message: Text before contact information section
• Questions Text: Text before contact email display
• Contact Email: Support email address displayed in email footer
• Email Signature: Custom signature with tenant name variable

• {user_name} - New user’s name
• {tenant_name} - Your platform name
• {tenant_domain} - Your custom domain

• Rich text formatting (headings, lists, bold, italic, underline)
• Text alignment and color customization
• Link insertion and blockquotes
• Load default content templates

• Uses email header color from Colors & Theme tab
• Incorporates your platform name and branding
• Professional layout with your contact information
• Responsive design for mobile and desktop

• Configure SMTP settings first (next section)
• Use the built-in test email feature to preview your template
• Test email shows exactly how your welcome emails will appear to users

​

Email SMTP Configuration

• SMTP Host: Mail server hostname (e.g., smtp.gmail.com, smtp.sendgrid.net)
• SMTP Port: Server port number (465 for SSL, 587 for TLS, 25 for unsecured)
• SMTP Username: Authentication username (usually your email address)
• SMTP Password: Authentication password or app-specific password
• SMTP Encryption: Security protocol (e.g. TLS)
• From Address: Sender email address (e.g., [email protected])
• From Name: Display name for outgoing emails (e.g., “YourCompany Platform”)

• Built-in SMTP test functionality sends test email to your account
• Verifies all SMTP settings before saving
• Test email includes welcome email preview
• 10-second timeout for connection testing

​

Custom Scripts Integration

• Custom Scripts: Add your custom scripts here (live chat, feedback, etc). These scripts will be added to all pages.
• Custom Scripts (Auth): Add your custom scripts here (live chat, feedback, etc). These scripts will be added to the authentication page.

• Live chat widgets (Intercom, Zendesk Chat)
• Analytics tracking (Google Analytics, Facebook Pixel)
• Feedback tools and customer support widgets
• Custom styling or functionality

​

Custom Appearance Controls

​

Pages & Navigation

• Automation — Hide automation/workflow page
• Assistants — Hide AI assistants management page
• Campaigns — Hide campaigns management page
• Leads — Hide leads management page
• Tools — Hide tools and integrations page
• Get Phone Number — Hide phone number purchase page
• SMS History — Hide SMS messaging history page
• API Keys — Hide API documentation and keys page
• Knowledgebase — Hide knowledgebase management page
• Conversations — Hide conversations history page
• Calls History — Hide calls history and analytics page
• Blacklist — Hide phone number blacklist page
• Your Phone Numbers — Hide user’s owned phone numbers page
• Create Custom Dashboard — Hide custom dashboard creation option
• WhatsApp Senders — Hide WhatsApp senders page
• WhatsApp Templates — Hide WhatsApp templates page
• Channels — Hide channels page
• Messenger & Instagram — Hide Messenger & Instagram page

​

Features & Buttons

• Caller ID Button — Hide caller ID configuration option
• SIP Integration — Hide SIP trunking integration button
• Calendar Integration — Hide calendar booking features
• Carrier Costs Display — Hide call cost information from users
• Web Widget Feature — Hide web widget/embed functionality
• Secondary Languages — Hide secondary language options for assistants
• Dashboard Title & Subheading — Hide dashboard heading text
• Auto-Generated Plan Features — Hide auto-generated plan feature descriptions
• Add Credits Button — Hide the add credits button and page
• Plans Page & Button — Hide the plans page, button and plan badge
• VAT Text on Plans Page — Hide the note under the plans that says prices do not include VAT
• AI Prompt Editor — Hide the AI prompt editor
• Flow Builder — Hide the flow builder
• Docs Button — Hide the documentation button
• Updates Button — Hide the updates button and modal
• Platform Tour — Hide the platform tour from the dashboard
• Connect AI Button (ChatGPT/Claude) — Hide the Connect AI button

​

Plan Billing Display

• Both Monthly and Yearly — Show both billing options to users
• Monthly only — Only display monthly billing plans
• Yearly only — Only display yearly billing plans

​

Sign-ups

​

Phone Number Countries

• Select countries to hide from the phone number purchase flow
• Search and multi-select for easy configuration
• Hidden countries won’t appear as options for your users

​

Webhooks Configuration

• Webhook URL: Endpoint URL that receives POST requests when new users register
• Format: Must be a valid HTTP or HTTPS URL, HTTPS recommended (e.g., https://yourserver.com/webhook/user-signup)

{
  "id": 123,
  "name": "John Doe",
  "email": "[email protected]",
  "created_at": "2025-01-15T10:30:00+00:00"
}

• CRM Integration: Automatically add new users to your CRM (HubSpot, Salesforce, etc.)
• Email Marketing: Subscribe users to your mailing lists (Mailchimp, ActiveCampaign, etc.)
• Analytics: Track signups in your analytics platform
• Notifications: Get notified via Slack, Discord, or email when users register
• Automation: Trigger onboarding workflows in Zapier, Make, or n8n

• Your endpoint should respond with a 2xx status code to acknowledge receipt
• Webhook requests are sent asynchronously and won’t block user registration
• Implement proper error handling on your endpoint
• Consider using webhook management services like Zapier Webhooks for easy integration

​

Checkout Settings

• Require Tax ID / VAT — when enabled, users must provide their Tax ID or VAT number during Stripe checkout

​

Data Retention Policy

• You set the maximum retention period per resource type
• Your users can configure their own retention within your limit (in their Profile settings)
• Data older than the configured period is automatically soft-deleted on a recurring schedule
• Default: 24 months for all resource types

​

4. Set Up Billing

1. Click your user profile
2. Select “Billing platform”
   
3. Connect your Stripe account to start collecting payments
4. Configure payment settings

​

5. Domain Configuration

1. Choose your domain (e.g., app.yourbrand.com)
2. Add the provided DNS records to your domain
3. Wait for SSL certificate provisioning
4. Test domain access

​

6. Testing

1. Create a test account
2. Verify all branding elements
3. Test the signup process
4. Make test calls
5. Verify billing flow

​

Next Steps

• Configure your pricing plans
• Set up your support channels
• Prepare your marketing materials