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Set up and manage your agency environment by configuring branding, domains, pricing, customers, and module access. This allows you to onboard multiple customers under your own brand while maintaining full control from a single platform.

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🎥 Video walkthrough

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Step-by-step guide

1

General Settings

Configure your agency’s basic branding and legal information.
  • Name: Enter your agency name
  • Custom Logo: Upload your brand logo
  • Favicon Logo: Upload a favicon for browser tabs
  • Privacy Policy URL: Add your privacy policy link
  • Terms & Conditions URL: Add your terms page
  • Website URL: Enter your agency website
Agency General Settings
2

Custom Domain Setup

Configure a custom domain for white-label access.
  • Domain Name: Enter your custom domain
  • Ensure the SSL certificate is generated and active
Custom Domain Setup
3

Pricing Configuration

Set up billing by connecting your Stripe account.
  • Select Country
  • Click Connect to link your Stripe account
Pricing Setup
4

Customer Management

Add and manage your customers here.
Each added customer (User B) will access the platform under your agency configuration.
  • Click Add Customer
  • Enter customer details
Customer Management
5

Module Access Control

Enable the modules you want to provide access to your customers.Available modules include:
  • Actions
  • Visibility
  • Integrations
  • Assistants
  • Billing
  • Call
  • AI Inbox
  • Campaigns
  • Chat Assistant
  • Customers
  • Emails
  • Knowledge Base
  • Phone Numbers
  • SMS AI Agent
  • User and Controls
  • Users
  • Voice AI Agent
  • Assistant Template
  • Email AI Agent
Module Access Control
6

Additional Settings

Configure support and email preferences.
  • ContactSwing Help Center: Enable if support access is required
  • Email Configuration: Set up outbound email settings
Additional Settings
Notes:
  • All branding, domain, and pricing are fully controlled by the agency.
  • Customers access the platform using the agency’s configured domain and branding.
  • Module permissions can be updated at any time.