> ## Documentation Index > Fetch the complete documentation index at: https://docs.salesvoicesai.com/llms.txt > Use this file to discover all available pages before exploring further. # White Label Setup > Step-by-step guide for setting up your white labeled platform 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

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

**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 Management 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 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:** * [Google OAuth Setup Guide](/white-label/social-logins/google) * [LinkedIn OAuth Setup Guide](/white-label/social-logins/linkedin) ### 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](mailto: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"

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 * [Configure your pricing plans](/white-label/plans-setup) * Set up your support channels * Prepare your marketing materials *** **Need help?** Contact our support team for assistance with any step of the setup process.