> ## Documentation Index > Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt > Use this file to discover all available pages before exploring further. # Partner Settings overview > Configure your whitelabel portal, integrations, billing, and branding from Partner Settings — now with a section navigation rail and guided setup progress. ## What Partner Settings is The **Settings** page in the Partner Portal is where you configure everything your agency and whitelabel portal need to operate: * **Whitelabel portal** — domain, branding, landing page, portal mode * **Voice AI Agent** — configure the AI Receptionist on your portal's landing page * **Billing and payments** — Stripe Connect, subscription plans, credit packs * **Integrations** — provider API keys, SMTP email, AI translation, Sonti CRM * **Security** — password, MFA, passkeys ## Where to find it In the Partner Portal sidebar, click **Settings**. The Settings button expands to 5 sub-items: Profile Settings, Partner API Keys, Email Domain Management, Plans & Billing, White-Label Portal. Partner Portal — Settings landing showing the Profile Settings card (business name, contact name, email, phone) and the Partner Information card (partner code, partnership type, whitelabel portal URL, account status) *** ## Navigating the Whitelabel Settings page The Whitelabel Settings page (sidebar link **White-Label Portal**) has been redesigned with a **Section Navigation Rail** on the left and **collapsible sections** in the main area. This layout lets you jump directly to any part of the configuration without scrolling through a long page. Partner Portal — White-Label Customer Portal page with the Setup Progress bar ("8 of 9 complete", Next up: Landing Page), the Section Navigation Rail on the left (Domain, Voice Agent, Branding, Landing Page, Stripe Connect, Subscription Plans, Credit Plans, AI Translation, Sonti CRM, Portal Mode, SaaS Config with status dots), the expanded Domain Settings section, and the Portal Mode / SaaS Config sidebar column ### Section Nav Rail The rail on the left lists every configurable section in order. Click any item to jump straight to that section. Each entry shows a **status badge**: * **Set up** — section is incomplete or has unresolved items * **Not yet set up** — section still needs a setup action from you * No badge — not applicable to your current plan or portal mode (for example, AI Translation or Sonti CRM) The rail lists these sections in order: 1. Domain 2. Voice Agent 3. Branding 4. Landing Page 5. Stripe Connect 6. Subscription Plans 7. Credit Plans 8. AI Translation 9. Sonti CRM 10. Portal Mode 11. SaaS Config *(Beta)* ### Setup Progress Card A **Setup Progress Card** at the top of the sidebar shows how many sections are complete and highlights the single most important next step. Use it as a checklist when setting up a new whitelabel portal for the first time. Partner Portal — Whitelabel Settings Setup Progress bar showing "8 of 9 complete" with a "Next up: Landing Page" quick-jump chip, sitting above the Section Navigation Rail ### Collapsible sections Each section in the main area can be expanded or collapsed independently. The page remembers your preference per section between visits. **Smart defaults on first visit:** * Every section starts collapsed. * The single "next up" incomplete section opens automatically (the one whose prerequisites are already met). * Portal Mode is always expanded because it is a one-click control. ### Section Info Drawer Every section header has an **\[i]** (info) button. Clicking it slides open a help drawer with: * What the section does * When to visit it * Common gotchas Partner Portal — Whitelabel Settings Section Info Drawer opened on the Stripe Connect section, showing "What it is", "When you'll use it", and "Things to know" panels *** ## Sections at a glance | Section | What you configure | | ------------------------------- | ---------------------------------------------------------------------------------------------------------------- | | **Domain** | Subdomain, custom domain, portal availability | | **Voice Agent** | Public landing page AI Receptionist (name, voice, language) | | **Branding** | Logo, favicon, brand colours | | **Landing Page** | Contact info, legal links, footer, testimonials, FAQs, landing page style (Classic / NorthBeam) | | **Stripe Connect** | Connect your Stripe account to charge customers | | **Subscription Plans** | Recurring tiers *(requires Stripe Connect)* | | **Credit Plans** | Pay-as-you-go credit packs *(requires Stripe Connect)* | | **AI Translation** | Multilingual portal content | | **Sonti CRM** | Optional CRM integration | | **Portal Mode** | Choose Basic / Professional / SaaS portal experience (Professional marked UPCOMING+PREMIUM, SaaS marked PREMIUM) | | **SaaS Portal Config** *(Beta)* | Onboarding funnel, free trial, auto-deploy, telephony | ### Dependency gating Some sections require others to be completed first. When a dependency is missing, the section is visually dimmed and shows a gate overlay explaining what needs to happen first. Example: **Subscription Plans** and **Customer Credit Plans** both require **Stripe Connect** to be completed before they can be configured. *** ## Recommended setup order 1. **Portal Mode** — choose Basic or SaaS (this shapes which other sections matter). 2. **Domain Settings** — pick your subdomain; optionally point a custom domain. 3. **Portal Branding** — upload logo, favicon, and set colours. 4. **Landing Page** — fill in contact info and legal links. 5. **Stripe Connect** — required before you can sell plans or credit packs. 6. **Subscription Plans** and/or **Customer Credit Plans** — set your pricing. 7. **Voice AI Agent** — configure the AI Receptionist if you have SaaS mode or want a live widget. 8. **Integration Settings** (under the main Settings nav) — add provider API keys. ***