Configure Your Branding

Set up your agency’s white-label branding so clients experience your brand — not Voice AI Portal’s. This guide walks you through every step from agency profile to advanced customisation.

Time to complete: ~10–15 minutes
Who this is for: Agency admins setting up their platform for the first time

Before You Begin

You will need:

  • Admin access to your Voice AI Portal account
  • Your custom domain already verified and live — if you haven’t done this yet, complete the Custom Domain Setup Guide first before continuing
  • Your agency logo in SVG or PNG format with a transparent background
  • Optional: A favicon file (ICO, PNG, or SVG, under 100KB)

⚠️ Your custom domain must be verified before logos and login page settings become available. All branding sections remain locked until Step 1 of Setup Progress shows a green checkmark ✓.

Step 1 — Fill In Your Agency Information

Your agency name, contact details, and description appear across client-facing pages, invite emails, and workspace dashboards.

  1. In the left sidebar, click Settings.
  2. Select the General tab.
  3. Under Agency Information, fill in:
    • Agency Name — your brand name as clients will see it
    • Industry — select the most relevant category from the dropdown
    • Business Description — briefly describe what your agency does and who you help (up to 500 characters)
  4. Click Save Information.
  5. Scroll down to Contact Information and fill in:
    • Support Email — used in client communications and system emails
    • Contact Number — displayed on invoices and footers
    • Website URL — your public-facing website
    • Business Address — used on billing receipts
  6. Click Save Contact Information.

💡 Tip: Keep your Business Description concise. It appears in client portal footers and email templates — 1–2 sentences is ideal.

Once your custom domain is verified, the White-Label Logo section unlocks automatically in Settings > White-Label.

  1. Scroll to White-Label Logo (Section 2).
  2. Choose your Logo Mode:
    • Use one logo for all themes — your logo displays on both light and dark backgrounds
    • Use different logos for light and dark themes (Recommended) — upload separate versions optimised for each
  3. For Light theme logo: Upload a version with a dark-coloured logo on a transparent background.
  4. For Dark theme logo: Upload a version with a light-coloured logo on a transparent background.
  5. Click Upload Logo for each. The Current Logo preview updates instantly.
  6. To remove a logo at any time, click Remove Logo.

Logo file requirements:

SettingRecommendedMaximum
FormatSVG or PNGICO, JPG also accepted
Dimensions200×50px or 512×512px2000×2000px
File sizeUnder 100KB1.0MB
BackgroundTransparent—

💡 Why two logos? Clients can switch between light and dark themes in their portal. A single logo can appear washed out or invisible on one background — separate versions ensure your brand always looks sharp.

Step 3 — Customise Your Login Page

Your login page is the first thing clients see. Customise the layout, theme, and brand colours here.

  1. In Settings > White-Label, scroll to Login Page Customization (Section 3).
  2. Under Theme Layout, select a Theme Mode:
    • Light Mode — clean white background
    • Dark Mode — dark navy background
  3. Choose a Template:
    • Modern — contemporary card layout with subtle effects
    • Premium (Recommended) — gradient background with glass effect
  4. Under Brand Color, either:
    • Click a Quick Preset colour swatch, or
    • Enter a custom HEX code directly (e.g. #0ea5e9)
  5. Your brand colour is automatically applied to buttons, links, and template accents. Premium gradient backgrounds are generated from it.
  6. Click Show Advanced to access secondary colour and text colour overrides if needed.
  7. Review your changes in the Live Preview panel:
    • Toggle between Desktop and Mobile views
    • Switch between Dark and Light preview themes
    • Click View Full Page to open a full-screen preview in a new tab
  8. Click Save Theme Settings to apply.

💡 Tip: Click View Full Page and walk through the login flow as a client would — check colours, logo placement, and the sign-in form on both desktop and mobile before going live.

Step 4 — Configure Advanced Settings

Advanced Settings are optional but improve SEO and give your login page a polished, professional feel.

  1. In Settings > White-Label, scroll to Advanced Settings (Section 4).
  2. Fill in Meta Title — the browser tab title and SEO title for your login page (max 60 characters, e.g. “Acme Voice AI — Client Portal”).
  3. Fill in Meta Description — a brief description for search engines (max 160 characters).
  4. Under Favicon, click Upload Favicon to upload your browser tab icon:
    • Accepted formats: ICO, PNG, SVG
    • Maximum size: 100KB
    • The Current Favicon preview shows your active icon
    • Click Remove Favicon to revert to the default
  5. Click Save Advanced Settings to apply.

💡 Tip: Use the same icon as your main website favicon for a consistent brand experience across browser tabs.

Confirm Your Setup is Complete

After completing all steps, your Setup Progress bar in Settings > White-Label should show 4 of 4 completed (100%).

✅ Custom Domain configured
✅ Logo configured
✅ Login Page configured
✅ Advanced Settings configured

Test your setup by visiting your custom subdomain in a private/incognito browser window. You should see your logo, brand colours, and login page exactly as configured.