Agency White

Label Onboarding

Add more value to your clients

by also providing access to
Salesflows’ Reports and
Real-time AI inbox.

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Brand Salesflow as your own

Salesflow allows you to:

1. Add your own company

logo

2. Your own URL domain

3. Brand colour pallets

4. Provide access details to

your clients

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Client access - able to view reports and stats

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Client access - direct access to AI Inbox management

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Add and manage clients’ accounts easily

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Agency client login information
Steps to provide access to your clients:

1. You will need to create your clients login for them using
custom registration link
example.yourbrand.com/registration/accountwizard
2. You onboard your client or ask them to do it
3. Once done, you then provide them login details and they
can change the password should they wish
4. Basic view by default under registration link, admins
need to be admin from the backend.

*You will NOT need to do this via admin panel

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Key information needed from you

1. Your A record to point to us - please

liaise with Customer Success team in
regards to this

2. Your colour pallet, primary and

secondary

3. Your logo in Hi-res

4. An email address for allowing emails

to be sent to your clients such as
“forgot password” under your email
domain

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Other ideas to boost your client
relationships and retention

● Add further communication channels such as intercom,

hubspot chat (free)

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 Safe & Reliable Cloud
Solution For Social Selling