Synthflow AI White Label Solution: Comprehensive Guide

This guide serves as an in-depth manual for agencies aiming to fully customize and efficiently manage their white label solutions on the Synthflow AI platform. Here, you'll find step-by-step instructions, tips for optimization, and best practices to enhance your agency's offerings.

Quick Start: Brand Customization

Agency Portal Branding

First impressions matter. Customize your agency portal to reflect your brand's identity seamlessly with these steps:

• Logo and Brand Name Customization: Navigate to the General tab under Agencies to upload your logo and update your agency's name. These changes instantly take effect across your portal.

• Domain Connection: Connect your unique domain in three simple steps to ensure your agency's brand consistency.

  1. Add Your Domain: Whether it's a full domain or a subdomain, make sure it's not currently in use elsewhere.
  2. DNS Configuration: Follow the provided instructions to update DNS settings with your domain provider, adding a TXT record for verification.
     1. A Record can be used as an alternative instead of TXT
  3. App Launching: Once verified, you'll be prompted to launch your app with your domain, moving away from the default Synthflow AI domain.

Integrating Stripe for Payments

Ensure a smooth billing process by integrating Stripe to handle subscriptions and payments.

• Simple Integration Process: A "Connect to Stripe" button in the dashboard redirects you to Stripe for setup.
• Subscription Management: Directly manage billing plans within Synthflow AI, offering clear subscription options to your clients.

Advanced Setup: Pricing and Accounts

Crafting Pricing Tiers

Create tailored pricing tiers to meet diverse client needs, enhancing your service flexibility.

• Detailed Setup: Define monthly subscription rates, set up usage-based pricing for exceeding plan limits, and outline your profit margins by adjusting the selling price per unit.

Efficient Sub Account Management

Streamline the management of client accounts with tools designed for flexibility and control.

• Creating and Importing Accounts: Whether creating accounts manually or importing from GHL, ensure each client account is set up for success with default settings like trial minutes and preferred pricing plans.

Optimization Tips and User Management

Enhancing User Experience

Maximize the efficiency and usability of your white label solution with these optimization tips:

• User Access Control: Manage user permissions with precision, from inviting new users to assigning specific AI assistant types they can access or create.
• API Key Distribution: Facilitate the integration of Synthflow AI functionalities into other applications by managing API keys diligently.

Best Practices for Agency Management

Leverage these insider tips to elevate your agency's use of the Synthflow AI platform:

• Demo Account Creation: Set up a demo account separate from your live client accounts to test features and settings without any real-world impact.
• Default Configuration Setup: Apply default settings for new sub accounts to streamline the onboarding process, making it easier to manage trial minutes, pricing plans, and available features.