Albato White-Label Integration Marketplace Setup (Onboarding)

Albato White-Label Integration Marketplace Setup (Onboarding)

1. 01

   Create your Albato agency account and select the plan tier that matches expected client volume.

   Review the white-label options and API documentation in the dashboard to understand customization capabilities before inviting any clients.

2. 02

   Configure your white-label branding in the White Label settings.

   Upload your agency logo, set your brand name, and customize the color scheme so end-users see your agency's identity instead of Albato's.

3. 03

   Enable the App Integrator for custom connector development.

   In the App Integrator section, build any custom API connectors your pilot clients require, testing them against your client's endpoints before deployment.

4. 04

   Set up your first client workspace and map their integration needs.

   Use the pre-built connectors (Salesforce, HubSpot, Shopify, Slack) to create initial workflows, and document the client's required triggers and actions.

5. 05

   Package your white-label integration service tiers.

   Define service levels based on Albato's pricing tiers, including transaction volume limits and feature access, then assign the appropriate plan to each client workspace.

6. 06

   Deploy the workflow builder to your client's end-users.

   Enable the visual workflow builder in their workspace so they can create custom automations, and provide a runbook explaining how to trigger and monitor activity.

7. 07

   Set up monitoring and error alerts for each client workspace.

   Configure transaction log alerts and error monitoring in the dashboard to catch automation failures early, and schedule a weekly review of usage dashboards.