Skip to main content

​
Overview

The Agency tab is your command center. Here you configure the “look and feel” of the platform so your clients interact with your brand, not ours.
Agency Dashboard Overview

​
Domain Configuration

Host the platform on your own URL (e.g., app.myagency.com) so clients never see “Snowie.ai”.
1

Enter Domain

Type your desired subdomain (e.g., YourDomain.com) in the input field.
  • Click Update Domain to generate your specific DNS requirements.
2

Configure DNS

You will be provided with a Required DNS Record (usually an A record).
  1. Log in to your DNS provider (e.g., GoDaddy, Cloudflare).
  2. Add the record exactly as shown in the dashboard.
3

Verify Connection

Click the Verify button to confirm the DNS configuration.
  • Note: Propagation can take anywhere from a few minutes to 24 hours depending on your provider.

​
Company Branding

Customize the visual identity of the dashboard.
  • Display Name: The name of your agency (e.g., “Apex Solutions”).
  • Company Logo: Upload your main logo (SVG or PNG recommended).
  • Favicon: Upload the small icon that appears in the browser tab.

​
Email Customization

Control the branding of the “Welcome Email” sent to new clients.
Email Template Editor

​
Mandatory Variables

To ensure clients receive their credentials, you must include these variables in your template logic:
VariableFunction
{{company_name}}Automatically inserts your agency’s display name.
{{user_name}}Inserts the client’s full name.
{{user_email}}Replaces with the client’s registered login email.
{{temp_password}}Replaces with the auto-generated temporary password.
Delivery Failure: If these specific variables are missing from your template, the system will not send the welcome email, and your client will not receive their credentials.