White-Label Setup

Three things turn your organization into a fully branded platform: a custom domain, your branding, and your own SMTP server. Domain and SMTP are required for a production setup; branding can be refined at any time.

1. Custom Domain

Your customers log in on your own domain (e.g. chat.your-agency.com). The setup wizard at Account → White-Label Setup walks you through it:

1. Enter your domain — a subdomain like chat.your-agency.com is recommended.
2. Create a DNS record at your DNS provider:

   Type	Name	Value	TTL
   CNAME	chat.your-agency.com	connect.webchatagent.com	300

3. Click Check DNS now. Once the record has propagated (usually minutes, up to 24 h depending on your provider), the domain is marked Verified.

The TLS certificate for your domain is issued automatically on the first visit — no certificate upload needed.

Once verified, the domain appears in Settings → Account with a green badge and your platform is reachable at https://chat.your-agency.com.

2. Branding

Under Settings → Account → Branding you control how the platform looks for your customers:

Changes apply platform-wide after saving.

3. SMTP (your own email server)

All emails to your customers — invitations, password resets, notifications — are sent through your SMTP server with your sender address. This is mandatory: without a working SMTP configuration, no emails are sent for your organization (the platform never falls back to its own sender, since that would leak the platform identity and break SPF/DKIM).

Configure it under Settings → Account → Email / SMTP:

Use Send test email to verify the configuration before inviting customers.