> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# White-Label Branding

> Customize your agency's logo, colors, domain, landing page, and email templates so clients never see CloseTheCall.

## Overview

White-label branding lets you present CloseTheCall as your own product. Every client-facing surface — the dashboard, login page, emails, and landing page — uses your agency's branding.

Navigate to **Agency Portal > Settings > Branding** to configure all options.

***

## Logo

Upload two versions of your logo:

| Version        | Used Where                                          | Recommendation                          |
| -------------- | --------------------------------------------------- | --------------------------------------- |
| **Light logo** | Displayed on dark backgrounds (sidebar, dark mode)  | White or light-colored logo, PNG or SVG |
| **Dark logo**  | Displayed on light backgrounds (login page, emails) | Dark-colored logo, PNG or SVG           |

<Tip>Use SVG format for crisp logos at any size. Minimum recommended dimensions are 200x60 pixels.</Tip>

***

## Brand Colors

Set three colors that apply across the entire client dashboard:

* **Primary** — buttons, links, active tabs, sidebar highlights
* **Secondary** — secondary buttons, hover states, card borders
* **Accent** — notification badges, status indicators, chart highlights

Enter colors as hex codes (e.g., `#FF6B00`). Changes apply immediately in the live preview.

***

## Font Family

Choose a font that matches your brand:

| Font        | Style                         | Best For                             |
| ----------- | ----------------------------- | ------------------------------------ |
| **Inter**   | Clean, modern sans-serif      | Tech agencies, SaaS brands           |
| **Poppins** | Rounded, friendly             | Creative agencies, lifestyle brands  |
| **Roboto**  | Neutral, professional         | Enterprise, corporate agencies       |
| **System**  | Uses the client's device font | Maximum performance, no font loading |

***

## Custom Welcome Message

Write a dashboard greeting that clients see when they log in. This appears at the top of their main dashboard page.

**Example:**

> Welcome back! Your AI receptionist handled 47 calls this week. Check your leads below.

You can use the placeholder `{{businessName}}` and it will be replaced with the client's business name.

***

## Email From Name

All automated emails (appointment confirmations, lead notifications, weekly summaries) are sent using your agency's name instead of "CloseTheCall."

* **From name** — e.g., "SmithAI Support" or "Your Agency Name"
* **Reply-to** — set a reply-to address so client responses go to your inbox

<Info>The actual sending email address remains a CloseTheCall domain for deliverability. Only the display name and reply-to are customized.</Info>

***

## Custom Domain

Point your own domain to the client dashboard so clients log in at `ai.youragency.com` instead of `app.closethecall.com`.

<Steps>
  <Step title="Choose your subdomain">
    Enter the subdomain you want to use, such as `ai.youragency.com` or `dashboard.youragency.com`.
  </Step>

  <Step title="Add a CNAME record">
    In your DNS provider, add a CNAME record:

    | Type  | Name | Value                  |
    | ----- | ---- | ---------------------- |
    | CNAME | `ai` | `app.closethecall.com` |
  </Step>

  <Step title="Verify DNS">
    Click **Verify Domain** in the branding settings. The system checks the CNAME record and confirms it points to the right place.
  </Step>

  <Step title="Wait for propagation">
    DNS changes can take up to 48 hours to propagate, though most complete within 15 minutes. The status will show "Pending" until verification succeeds.
  </Step>
</Steps>

<Warning>Do not use your root domain (e.g., `youragency.com`). CNAME records only work on subdomains.</Warning>

***

## Landing Page Editor

Your agency gets a public landing page where potential clients can learn about your AI receptionist service and sign up.

**Editable sections:**

* **Headline** — the main value proposition
* **Subheadline** — supporting text below the headline
* **Features list** — bullet points describing what clients get
* **Call-to-action button** — text and link (defaults to signup)
* **Testimonials** — add client quotes (optional)

The landing page URL is `youragency.closethecall.com` or your custom domain if configured.

***

## Self-Signup Toggle

Enable **self-signup** to let clients register directly from your landing page without an invite link.

When enabled:

* A signup form appears on your landing page
* New signups are automatically created as sub-accounts under your agency
* They count toward your plan's client limit (10/25/unlimited)
* You can still onboard them through the wizard after they register

When disabled:

* Clients can only join via invite links you generate from the Clients page

<Tip>Start with self-signup disabled while you refine your onboarding process. Turn it on once you have a smooth workflow and want to scale without manual invites.</Tip>

***

## Live Preview

The branding page includes a live preview panel on the right side that updates as you make changes. It shows:

* Login page with your logo and colors
* Dashboard sidebar with your brand colors
* Sample email with your from name and colors

Click **Save Branding** to apply changes. They take effect immediately for all clients.

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