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White-label comes in three levels. Each one works on its own, so you can stop after the first.
White-label is part of the Agency Plus plan. Settings live under Settings → White-label and are Owner-only.

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1. Branding

Hide the platform name from clients removes our name from the portal, the invite page and client emails. A live preview sits next to the fields.
Hiding the platform name covers the client portal, the invite page, client emails and the outreach area. Your own team still signs in through the normal sign-in page.

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2. Custom domain

Point a hostname of yours at us and your clients open the portal at reports.agency.com instead of our address.
1

Add the hostname

Under Settings → White-label → Domains, enter for example reports.agency.com. Optionally choose which client it lands on; leave it empty and the visitor picks from the clients they can see.
2

Add the DNS record

The page shows the exact name and value to add at your DNS provider. Some providers want the name without your domain on the end.
3

Wait for the check

We check the record every half hour. The certificate is issued automatically once it resolves.
Only the Owner can see the target value. Removing a domain stops resolving it immediately. Adding it again later starts the check from the beginning.

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3. Branded client reports

A weekly or monthly report for each client, with your branding, from your address. Set it up under Reports → Schedules, choosing Client report and a cadence. It draws on the Clients tab of Reports, so it shows the same numbers your client sees in the portal.

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What your client sees

  • The portal at your domain, in your colours, with your logo.
  • Their own conversations, results and reports.
  • Never: senders, sequences, tasks, other clients, costs, or any part of the app that isn’t theirs.
Set up who has access under Clients and the Client Portal.

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Q: Do client emails come from my domain?

Yes, once you set the From address and your domain is verified for sending. Until then they come from the default address with your branding.

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Q: Can different clients have different branding?

Branding is per workspace. Run one workspace per brand if you sell under more than one.