Dialora Agency Setup Guide (White-Label Portal)

This guide will help you set up your Dialora Agency account, configure branding, add email SMTP, and create client sub-accounts under your white-label portal.

Accessing the Agency Dashboard

• Once you subscribe to the Agency Plan (Tier 3 or Tier 4), a dedicated Agency Dashboard will appear.

• You can switch to it anytime from the dropdown menu at the top left corner of your Dialora account.

Step 1 – Update Branding

Your first task is to white-label the platform with your agency’s identity.

1. On the Agency Dashboard, click Update Branding (top right corner).

2. In the pop-up window, provide:

• Agency/Company Name
• Brand Logo (follow logo size and pixel ratio guidelines)
• Brand Icon

• Click Save Branding
• Your agency dashboard will now display your brand identity for you and your clients.

Step 2 – Configure Email (SMTP Setup)

This ensures that all client emails (account creation, login details, notifications) are sent from your agency’s domain instead of Dialora’s.

• Go to Email Settings (SMTP) in your agency dashboard.
• Host (e.g., smtp.gmail.com)
• Port (e.g., 465 or 587)
• Username (your email address)
• Password (your email password or app-specific password)
• From Email (the sender address your clients will see)

Supported providers include Gmail, Zoho, Outlook, GoDaddy, Ionos, SendGrid, and more.

Step 3 – Create Client Sub-Accounts

Sub-accounts let you onboard clients under your agency’s white-label system.

1. Click “Sub-Accounts” in the Agency Dashboard (above Update Branding).
2. Select Create Sub-Account.

3. Fill in the client details:

   • Client/Business Name
   • Email
   • Plan Name (create a new one)
   • Credits Allocation (up to your available limit)
   • Resource Limits; As specified below the empty fields (e.g., knowledge base, number of agents, team members, concurrent calls)
   • Features Access (toggle on/off: Campaigns, Team Collaboration, Make.com  Integrations, Zapier Integrations)

4. Click Create Sub-Account.

5. The client will receive an invite email. Once accepted, they’ll appear under your Shared Workspaces.

Agency vs. Shared Workspaces

• My Workspace → Your agency’s internal space (use for managing your own Dialora agents).
• Shared Workspace → Sub-accounts (your client dashboards). _ From here you can: - Monitor client activity (agents, calls, campaigns). - Block a client (irreversible action).

Step 4 – Manage Custom Plans & Pricing

• While creating a sub-account, you can set custom plan names, allocate credits, and decide pricing.
• Example: Dental Clinic Plan – 1,000 credits, 15 users, $97/month.
• Agencies must handle client invoicing and recurring billing independently (e.g., via Stripe, which will be available soon for the users).

Optional: Request a Custom Domain

To host your agency portal on your own domain:

1. Go to Request Custom Domain in Agency Dashboard.
2. Submit your domain (e.g., app.growthdriven.com) and request details.
3. Dialora’s support team will manually configure the mapping.
4. Future versions will support direct self-setup.

OptUser Management

• Block Users: Go to Users → Cancel Subscription. Type “block” to confirm. (This cannot be undone.)
• Monitor Calls: From client sub-account → Call History → Access recordings and transcripts.
• Add Sub-Account Users: Clients can add their own team members under their workspace.

You’re all set! With branding, email, and sub-accounts configured, your Dialora Agency Portal is ready to run as your own white-label platform.