> ## 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.

# Whitelabel settings

> Configure the customer-facing portal — domain, branding, landing page, billing plans, and add-ons — all from one collapsible settings page.

## 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

1. Open **Settings** in the Partner Portal sidebar.
2. 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.

<Info>
  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).
</Info>

## 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)               | —              |

### Sidebar column

| 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.

<Tip>
  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.
</Tip>

## 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:

* [Whitelabel subdomain](/customer-management/whitelabel-subdomain) — set up your portal's subdomain (no DNS work)
* [Custom domain](/customer-management/custom-domain) — bring your own domain
* [Portal modes](/customer-management/portal-modes) — Basic vs SaaS vs Enterprise
* [Stripe Connect](/partner-portal/settings/stripe-connect) — billing setup details
* [Subscription and billing](/partner-portal/settings/subscription-and-billing) — recurring plans
* [Customer credit plans](/partner-portal/settings/customer-credit-plans) — pay-as-you-go credits
* [SaaS portal mode](/partner-portal/settings/saas-portal-mode) — SaaS-specific options

## 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

* [Whitelabel subdomain](/customer-management/whitelabel-subdomain)
* [Custom domain](/customer-management/custom-domain)
* [Portal modes](/customer-management/portal-modes)
* [Partner portal overview](/partner-portal/overview)