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Choose SaaS portal mode

  1. Open Settings → Whitelabel.
  2. Find Portal Mode.
  3. Select SaaS Portal.
  4. Review the portal theme and language, then save.
SaaS portal mode is designed for a customer-facing signup and onboarding experience. If the option is unavailable, use the upgrade action shown in the portal or contact support.

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Configure AI Receptionist

AI Receptionist settings now have their own page:
  1. Open One-Click Experiences.
  2. Find AI Receptionist.
  3. Select Settings.
From there, you can configure the free-trial action, automatic setup, starting credits, agent tier, pricing, business lookup limits, and landing page style. See AI Receptionist settings for the full steps.

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Review before publishing

  1. Save your changes.
  2. Use View live to open the customer-facing page.
  3. Check the branding, pricing, signup actions, and legal links.
  4. Complete a test signup before sharing the page with customers.
The settings page shows current rates and available options. Review those values each time you change the offer instead of relying on an older saved price list.