> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theomnibot.io/llms.txt
> Use this file to discover all available pages before exploring further.
# White Label Branding, Custom Domain, and SMTP Setup
> Configure brand name, logos, favicon, theme color, custom domain with SSL, SMTP email delivery, and branded email templates for your white-label portal.
Platform Branding is where you define the visual identity that your clients see when they log into and use your white-labeled ChatbotX portal. Configuring branding before you invite your first clients ensures they experience a consistent, professional portal from day one — with your name, your colors, and your domain throughout.
## Configure Platform Branding
Open the **ChatbotX Portal**, go to **Platform → Platform Branding** in the left navigation menu.
Under **Brand Identity**, enter your brand name in the **Brand Name** field. This name appears in the browser page title, the sidebar, the login page, and all automated system emails. Then select a primary **Theme** color (Yellow, Blue, Green, and more) that matches your brand guidelines — the selected color is applied to action buttons, active tabs, and graphic highlights throughout the interface.
Under **Visual Assets**, upload the following files:
| Asset | Recommended format | Where it appears |
| ---------------- | -------------------------------------- | ------------------------------------------- |
| **Logo (Light)** | Transparent PNG or SVG | Sidebar and login page on light backgrounds |
| **Logo (Dark)** | Transparent PNG or SVG | Dark mode and dark interface backgrounds |
| **Favicon** | PNG or ICO, 32×32 px or higher, square | Browser tabs and bookmarks |
Click each upload area to choose a file, or paste a direct image URL.
Under **Legal Links**, enter your **Privacy Policy URL** and **Terms of Service URL**. These links appear in the footer and during authentication flows.
Legal links are mandatory if you configure custom login applications through Google, Meta, or TikTok. Those platforms require your application to display a clear privacy policy before they approve it.
Under **Advanced**, you can add custom code to every page of the portal:
* **Custom CSS** — apply design overrides such as custom fonts, hidden elements, or adjusted spacing.
* **Custom JS** — embed third-party scripts such as Google Analytics, Facebook Pixel, or a live chat widget.
Click **Save** at the bottom of the page to apply all changes. If logos or the favicon do not update immediately, press **Ctrl + F5** (Windows) or **Cmd + Shift + R** (Mac) to bypass the browser cache, or open the portal in an incognito window to verify.
Avoid changing your brand name and theme color frequently once your portal is live. Sudden visual changes can confuse existing clients and reduce their trust in your platform.
## Set Up a Custom Domain
A custom domain lets your clients access the portal entirely under your own web address instead of the default platform URL.
Navigate to **SaaS → Custom Domain** in the left menu.
In the **Domain** field, enter your domain or subdomain (e.g., `app.youragency.com`) and click **Add domain**. The domain status shows as **pending**.
The system generates three DNS records you must configure at your domain registrar.
Log in to your domain registrar or DNS management console and add the following records:
| Record type | Value |
| --------------------- | ------------------------------------------------------------------------------------------------------------------------- |
| **CNAME** | Point to `proxy-fallback.chatconnectx.com`. For root domains, your provider may require an ALIAS or ANAME record instead. |
| **First TXT Record** | Enter the Host name and value shown in the portal to verify domain ownership. |
| **Second TXT Record** | Used to provision the SSL certificate. The value displays as `Creating…` during initialization. |
All three records are required for domain verification and SSL issuance.
Return to the portal and click **Verify now**. DNS propagation typically takes a few minutes but can take up to 24–48 hours depending on your registrar.
When DNS records are verified, the domain status badge changes to a green **active** label showing the verification date. Your clients can now access the portal through your custom domain.
To change or remove the domain, click the red **Remove domain** button and then add a new domain following the same steps.
## Configure SMTP and Email Templates
### SMTP Settings
By default, system emails are sent from the platform's standard address. Configuring your own SMTP server ensures that every email your portal sends — account verifications, password resets, and magic link logins — comes from your own domain.
Go to **SaaS → SMTP Settings** in the left menu.
Fill in all required fields:
| Field | Description |
| ------------------------ | --------------------------------------------------------------------------------------------------- |
| **SMTP host** | Your mail server address, e.g., `smtp.gmail.com`, `smtp.sendgrid.net`, `smtp.mailgun.org`. |
| **Port** | Default is `587` (TLS). Use `465` if your provider requires SSL. |
| **Username** | Your SMTP account login, typically your full email address. |
| **Password** | Your SMTP password. For Gmail, generate an **App Password** instead of using your account password. |
| **From email** | The sender address shown in your clients' inboxes, e.g., `support@yourdomain.com`. |
| **From name (optional)** | The display name for the sender, e.g., `Banana Agency Team`. |
Click **Send test**, enter a recipient email address, and verify that the test email arrives correctly and does not go to spam.
Once the test succeeds, click **Save configuration**. The **Status** bar changes to active.
### Email Templates
After SMTP is active, customize the content of each automated notification under **Platform → Email Templates**.
ChatbotX provides three ready-made template types:
| Template | When it is sent |
| ----------------------------- | ---------------------------------------------------------------------------- |
| **Signup Verification Email** | Immediately after a new user registers, containing a verification link. |
| **Forgot Password Email** | When a user requests a password reset, containing a reset link. |
| **Magic Link Sign-in Email** | When a user requests a passwordless login, containing a direct sign-in link. |
Click **Edit** on any template card to write a custom subject line and body. When editing:
* Leave the Subject and Body fields empty to use the platform's default template.
* Preserve dynamic placeholders such as `{{link}}` (for the verification or magic link) and `{{brand}}` (for your brand name) so the system can populate recipient-specific content.
Customized email templates are only sent successfully when your SMTP configuration is active. Always send a test email after editing any template to confirm delivery.