How to setup Custom User Portal
What is Custom User Portal
ChatLab offers the option to set up a custom Client UI for agencies that purchase our whitelabel solution. This feature allows agencies to:
- Customize the interface with their own logos
- Host the solution on their custom domain
- Display their agency's logo in the chatbot
This setup is designed for agencies who intend to resell the solution to their clients. It provides the following benefits:
- Clients can maintain control over their chatbots
- The interface displays agency logos instead of ChatLab's
This white-label approach allows agencies to offer a seamless, branded experience to their clients while leveraging ChatLab's powerful technology behind the scenes.
It's important to note that the custom Client UI has some limitations:
- Users can register and manage their basic account
- Agencies can share prepared chatbots with their users
- Users can only see the chatbots shared by their agency
- Users cannot create their own chatbots
However, users still have some control over the shared chatbots, as defined by the agencies. They can:
- Train the chatbot
- Manage selected settings
- Add corrections
- View chatlogs and analytics
This approach allows agencies to maintain overall control while giving their clients the ability to customize and optimize the chatbots for their specific needs.
How to setup Custom User UI
Before setting up the Custom User UI, it's important to note a crucial prerequisite:
Once you have your custom domain ready, you can proceed with the following steps to set up the Custom User UI:
- In the Account Settings go to Custom User Portal
Click on Enable User Portal
You should see a screen with the following settings:
- User Portal Subdomain: This is where you set up the subdomain for your custom user portal. For example, if your domain is mydomain.com and you provide "chatadmin" as the subdomain, your users will access the admin panel via chatadmin.mydomain.com.
Setting up this subdomain involves multiple steps, similar to setting up a custom domain:
- Our staff needs to validate your ownership of the domain.
- You will receive one CNAME record for verification.
- After validation, you'll receive another CNAME record to point to your custom user portal on our server.
Please note that it may take some time for DNS changes to propagate fully.
- Brand Name: This is where you enter your agency's brand name. This name will be used throughout the customer portal in place of ChatLab's name, providing a consistent branded experience for your clients.
- Website URL: Enter your agency's commercial website URL here. This URL will be used in the footer of the custom user portal, where a link with your brand name will be displayed. This helps reinforce your brand identity and provides a way for users to easily access your main website.
- Privacy Policy URL: Provide the URL to your agency's privacy policy. This is crucial as your users will be required to accept this policy during the registration process. Ensure that your privacy policy is up-to-date and compliant with relevant data protection regulations.
- Terms of Service URL: Enter the URL to your agency's Terms of Service. Similar to the Privacy Policy, users will need to accept these terms during registration. Make sure your Terms of Service are comprehensive and up-to-date, covering all aspects of your service provision and user responsibilities.
- Logos:
- Icon 200x200px - will be used in dialogs & confirmations
- Logo for dark background 400x160px - should be on transparent background, suited for display on dark backgrounds
- Logo for light background 400x160px - should be on transparent background, suited for display on light backgrounds
- Enable Custom SMTP: This option allows you to configure your own SMTP server for sending emails from the custom user portal. You'll need to provide the following details:
- Host: The address of your SMTP server
- Port: The port number used by your SMTP server
- Username: The username for authenticating with your SMTP server
- Password: The password for authenticating with your SMTP server
- From Name: The name that will appear as the sender of emails
- From Email: The email address that will appear as the sender of emails
Using your own SMTP server ensures that all emails sent from the custom user portal align with your brand and come from your domain, enhancing the white-label experience.