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Follow these steps to configure your white label platform:

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
    Administration Panel Button Location
  2. Click to access administration settings

3. Configure Platform Settings

Navigate to your Administration Panel settings page to customize your platform. Each configuration section controls different aspects of your branded platform:

Brand Identity Configuration

Brand Identity Settings
Complete Branding Setup:
  • 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
Image Requirements:
  • 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 Configuration
Domain Configuration:
  • 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.)
DNS Setup Requirements:
  • Record Type: A record (not CNAME)
  • Host/Name: Your chosen subdomain (e.g., app, platform)
  • Value/Points to: Server IP address (provided in settings)
Critical SSL Requirements:
  • Add DNS directly without proxy to make SSL work
Troubleshooting Domain Issues:
  • 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

Theme Customization Settings
Color Scheme Configuration:
  • 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
Color Application Areas:
  • Button backgrounds and hover states
  • Navigation highlights and active states
  • Progress bars and loading indicators
  • Form focus states and validation
  • Email branding consistency
Best Practices:
  • 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

Website URLs Settings
Essential Platform Links:
  • Terms of Service URL: Legal terms and conditions page (displayed in registration)
  • Documentation URL: Custom documentation site link (replaces default docs)
URL Requirements:
  • 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
Usage Examples:
  • Terms: https://yourcompany.com/terms-and-conditions
  • Docs: https://docs.yourcompany.com or https://help.yourcompany.com
Footer Links Configuration
Custom Footer Links:
  • Link Text: Display name (max 50 characters)
  • URL: Destination link (must be valid URL with https://)
  • Text Color: Optional custom color for individual links
Link Features:
  • Unlimited footer links (recommended: 3-6 links)
  • Drag and drop reordering with arrow buttons
  • Links only visible to your users (not in tenant admin)
Common Link Types:
  • 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

Social Login Settings
Social Login Control:
  • 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 OAuth Configuration:
  • 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 OAuth Configuration:
  • 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
Important Notes:
  • 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
Setup Documentation:

Email Templates Customization

Email Templates Configuration
Welcome Email Configuration:
  • Email Subject: Custom subject line for new user welcome emails
  • 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
Available Variables:
  • {user_name} - New user’s name
  • {tenant_name} - Your platform name
  • {tenant_domain} - Your custom domain
Content Editor Features:
  • Rich text formatting (headings, lists, bold, italic, underline)
  • Text alignment and color customization
  • Link insertion and blockquotes
  • Load default content templates
Email Branding:
  • 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
Testing Templates:
  • 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 Email Settings
SMTP Server Settings:
  • 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., no-reply@yourdomain.com)
  • From Name: Display name for outgoing emails (e.g., “YourCompany Platform”)
Email Testing:
  • 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 Configuration
Available Script Fields:
  • 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.
Common Use Cases:
  • 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

Custom Appearance Settings
Pages & Navigation Control: Hide entire sections from user navigation:
  • ⚡ Automation: Hide automation/workflow page
  • 🤖 Assistants: Hide AI assistants management page
  • 🛠️ Tools: Hide tools and integrations page
  • 📞 Phone Numbers: Hide phone number management page
  • 💬 SMS History: Hide SMS messaging history page
  • 🔑 API Keys: Hide API documentation and keys page
Features & Buttons Control:
Hide specific functionality within pages:
  • 📱 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
Phone Number Countries:
  • Country Restrictions: Select countries to hide from phone number purchase
  • Available Countries: US, Canada, Australia, UK, South Africa, Romania, Italy, Puerto Rico, Denmark, Israel, Poland, Finland, Netherlands, Spain
  • Search & Multi-select: Easy country selection with search functionality
  • Purchase Control: Hidden countries won’t appear in phone number purchase flow
Use Cases:
  • Simplified Interface: Remove unused features for cleaner user experience
  • Regional Restrictions: Hide phone number countries not relevant to your market
  • Feature Limitations: Control access to premium features based on user plans
  • Compliance Requirements: Hide features not available in certain jurisdictions

4. Set Up Billing

  1. Click your user profile
  2. Select “Billing platform”
    Billing Dashboard Access
  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

Before launch:
  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


Need help? Contact our support team for assistance with any step of the setup process.
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