What Whitelabel Settings controls
The Whitelabel page is the main control center for how your customer portal looks and behaves. It bundles everything partner-facing (domain, branding, landing page, billing, add-ons) into a single page organized into collapsible sections.
A Setup Progress card at the top shows how many sections you’ve completed and suggests what to set up next — so you can move through the page one step at a time instead of staring at a wall of options.
Where to find it
- Open Settings in the Partner Portal sidebar.
- Click Whitelabel.
You’ll land on /partner/settings/whitelabel.
The Setup Progress card
At the very top of the page, a card shows your progress:
- A progress bar with X / N sections complete.
- Up to 3 “Next up” chips that quick-jump to the next incomplete section (skipping any whose dependencies aren’t met yet).
- When everything is complete, the card shows a “You’re all set” success state.
Click any chip to scroll straight to that section and have it open automatically.
The card hides sections that are “not applicable” to your current setup (for example, the SaaS Portal Configuration section is hidden unless you’ve chosen the SAAS portal mode).
Section layout
All sections are collapsible. On first visit every section starts collapsed, except the single “next up” incomplete section (which auto-opens so you can act on it). Once you’ve opened or closed a section, your choice is remembered for next time.
Sections are arranged in two columns:
Main column
| Section | What it configures | Depends on |
|---|
| Domain | Subdomain, custom domain, portal availability, and portal enablement toggles | — |
| Voice AI Agent | The interactive voice agent your portal visitors talk to | — |
| Portal Branding | Logo, favicon, and brand colors | — |
| Landing Page | Contact info, legal links, footer, and landing content | — |
| Stripe Connect | Connect Stripe so you can charge your customers | — |
| Subscription Plans | Recurring subscription tiers for your customers | Stripe Connect |
| Customer Credit Plans | Pay-as-you-go credit packs for your customers | Stripe Connect |
| AI Translation | Auto-translate portal content for multilingual customers (add-on) | — |
| Sonti CRM | Optional CRM integration for unified customer records (add-on) | — |
| Section | What it configures | Notes |
|---|
| Portal Mode | Choose your portal experience (Basic / SaaS / Enterprise) | Always open — it’s a one-click control |
| SaaS Portal Configuration | Configure your AI receptionist onboarding experience | Only visible when the selected portal mode is SaaS |
Working with collapsible sections
- Click a section header to expand or collapse it. Headers are clickable.
- Status dot — each section shows a small teal dot on the right when it’s fully configured. The dot is reserved for “set up” status, not for active/selected states.
- Info drawer — every section has a help icon that opens a right-side drawer with extra context, tips, and “what to do next” guidance.
- Dependency gating — if a section depends on another section you haven’t completed yet (for example, Subscription Plans needs Stripe Connect), the section is dimmed and shows a “Needs Stripe” badge in the header. Any draft values you typed are preserved — finish the dependency and the gate lifts automatically.
Your progress is saved continuously, so you can leave mid-edit and return without losing work. Collapsing a section hides it but keeps whatever you’ve typed, so you can switch between sections without losing focus.
When to use which deep-dive page
The Whitelabel page is the entry point for most of these settings. For step-by-step setup of a specific area, jump to:
Good to know
- Voice AI Agent has its own section. It’s no longer part of Domain Settings.
- Domain Settings is just about domains — your subdomain, custom domain, portal availability, and the Enable Customer Portal and Enable Customer Signup toggles.
- Your subdomain and custom domain can’t be changed once they’re registered and verified, so choose them carefully.
- Subscription Plans and Customer Credit Plans stay locked until you finish Stripe Connect.
- Every section collapses, so the page stays short and easy to scan on first load.
Related pages
