What are dashboard experience templates?
A dashboard experience template controls the visual layout and widget set a white-label customer sees when they open their portal. Each template is purpose-built for a specific type of AI product, so customers who signed up for your AI Receptionist get a call-centric dashboard, while customers using the AI Gateway see an API-usage dashboard — all automatically, with no manual setup needed.
This is a separate axis from the Dashboard Mode (Standard / Agency + Infra / Infra / JARVIS) that governs which sidebar menus are visible. The template only affects the dashboard body and chrome — menus, billing, and features are unchanged.
The six templates appear as selectable cards in the Dashboard Experience (Beta) section of any experience’s settings page (One-Click Experiences → [experience] → Settings):
The six templates
| Template | Best for | What the customer sees |
|---|
| AI Voice | AI Receptionist, Personal Assistant, Outbound SDR, Support, Appointment Setter, Lead Qualifier, Survey, Collections, Onboarding | Key stats, call volume chart, their agents list, call outcomes, recent calls |
| AI Gateway | Resell AI Gateway | Key stats, API usage volume, top models, credit balance, API keys |
| AI Memory | Customers using AI Memory / Minds | Key stats, memory growth chart, their Minds, knowledge sources, recent recalls |
| Infrastructure / VPS | VPS / infrastructure customers | Key stats, one-click apps, resource usage, installed apps, upgrade prompt |
| AI OS | OpenClaw Auto-Install, Hermes Auto-Install, OpenClaw Setup Service, OpenClaw Whitelabel | Full-screen animated Orb — customers speak or type, with an onboarding strip |
| Combination | Agency accounts with several products enabled | Key stats, activity feed, their agents, credit balance, installed apps, recent calls |
How a customer gets a template
Every customer is assigned exactly one template automatically. The system looks at the following, in order, and uses the first one that applies:
- A specific template set for that individual customer (arranged through support).
- A template you’ve chosen for that experience, in Experience Settings → Customer Dashboard.
- The built-in default for the experience type (see below).
- Your account-wide default, set in Settings → Whitelabel → Default dashboard experience.
- A fallback based on the Dashboard Mode — Standard shows AI Voice, Agency + Infra shows Combination, Infrastructure shows Infrastructure / VPS, and JARVIS shows AI OS.
If a template value is ever missing or unrecognized, it’s skipped and the system moves to the next option — so a customer always gets a working dashboard.
Built-in defaults by experience type
| Experience | Default template |
|---|
| AI Receptionist, Personal Assistant, Outbound SDR, Support Agent, Appointment Setter, Lead Qualifier, Survey Agent, Collections Agent, Onboarding Specialist | AI Voice |
| Resell AI Gateway | AI Gateway |
| OpenClaw Auto-Install, Hermes Auto-Install, OpenClaw Setup Service, OpenClaw Whitelabel | AI OS |
| AI Business Audit | Combination |
| All other experience types | Uses your account-wide default or the mode fallback |
Turning it on
The new dashboards are opt-in, and they’re off by default — nothing changes for your customers until you switch them on.
- Off: every customer keeps the current dashboard. No action needed.
- On: new customers signing up through an experience that has a template (either one you chose or its built-in default) get the new branded dashboard automatically.
- Existing customers stay on their current dashboard until a later update moves them over.
Turn it on in Settings → Whitelabel → Default dashboard experience. See Per-Experience Customer Dashboards for the step-by-step walkthrough.
Auto-branding
All six templates automatically apply your brand colors and fonts — your customers get a dashboard that looks like yours the moment they log in, with no extra work needed.
Here’s what gets branded:
- Your brand colors: Your primary and secondary brand colors automatically appear as accent colors throughout the dashboard. If you haven’t set custom colors, we use a professional indigo as the default.
- Dashboard appearance: All dashboards use a dark, modern look. Light mode is coming soon.
- Your brand font: If you’ve configured a brand font, it appears on the dashboard. Otherwise, we use a clean, professional default.
- Language support: For Arabic, Hebrew, Farsi, and Urdu customers, the dashboard automatically flips to right-to-left layout.
That’s it — your branding is live across all your customer dashboards without any additional design or configuration.
Related pages
