ByVeya Client Portal White-Label Configuration (Onboarding)

ByVeya Client Portal White-Label Configuration (Onboarding)

1. 01

   Create a new client workspace in ByVeya

   Navigate to the Workspaces section and select 'New Workspace'. Enter the client's business name and assign a primary agency contact. This isolates all client data, projects, and billing under a single tenant.

2. 02

   Apply white-label branding to the portal

   In the Branding settings, upload the client's logo, set their brand colors, and configure the custom domain. This ensures the portal appears as the client's own tool, not ByVeya's.

3. 03

   Connect Stripe for billing

   Go to Integrations, select Stripe, and enter the client's API keys. Configure subscription plans and invoice templates. Test a $1 charge to verify the connection before going live.

4. 04

   Enable Twilio for SMS and WhatsApp

   In the Communications settings, add the Twilio account SID and auth token. Set up the sender number and enable WhatsApp Business API if the client requires it. Send a test message to confirm delivery.

5. 05

   Configure CRM pipelines and contact fields

   In the CRM module, create pipeline stages matching the client's sales process (e.g., Lead, Qualified, Proposal, Closed). Add custom fields for industry-specific data like service type or location.

6. 06

   Set up project boards and task templates

   Create project boards for ongoing work and save task templates for recurring deliverables. Assign agency team members as project managers and set client permissions to view-only or comment-only.

7. 07

   Activate AI voice agents for inbound calls

   In the AI Agents section, create a voice agent with a script for lead qualification. Connect it to the client's phone number and set routing rules to forward qualified calls to the client's team.

8. 08

   Invite client users and assign roles

   In the Users tab, add client staff with appropriate roles (Admin, Manager, Viewer). Send invitations and schedule a training session to walk them through the portal's key features.