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Agency getting started

If you're reselling Insighto under your own brand, this is the page that takes you from "just signed up" to "fully white-labeled and ready to onboard your first paying customer." Seven steps, in order. Skipping any of them will leave your customers seeing the Insighto brand somewhere they shouldn't.

The 7-step path​

Step 1 — Identity​

Open Manage Agency → Branding → Identity and set your agency name. This is what shows in the browser tab, page titles, and a few emails. (Note: customer-facing email address lives under SMTP, not here — that surprises some people.)

Step 2 — Logo and color​

Move to the Logo & color tab.

  • Upload your logo (PNG with transparency, ~256px wide works well).
  • Pick a primary color for the app — this drives buttons, accents, and the login screen.

Save. Changes show up immediately in your preview.

Step 3 — SMTP​

Move to the Email (SMTP) tab and paste:

  • SMTP host
  • Port (usually 465 or 587)
  • Username
  • Password
  • From email — this is the customer-facing sender address (signup emails, password resets, invoices).
  • From name

Click Send test email to verify before saving.

Step 4 — DNS A records​

In your DNS provider (Cloudflare, GoDaddy, Route 53, whatever), create A records — not CNAMEs. Two records, both as A records:

  • App/API hostname → 57.151.120.174
  • Chatbot hostname → 172.174.188.46

DNS can take a few minutes to propagate. You can keep moving while it does.

Step 5 — Save the domain​

Open Manage Agency → Domain and fill in:

{
  "appDomain": "app.youragency.com",
  "apiDomain": "api.youragency.com",
  "chatbotDomain": "chatbot.youragency.com"
}

Click Save. Once saved, the form locks — you cannot change the domain from the UI again. Triple-check the spelling before saving.

Step 6 — Rebilling​

Open Manage Agency → Rebilling. Pick how you charge subaccounts (Stripe or Custom), connect your Stripe account if applicable, and set the plans available to subaccounts. See Rebilling for the full walk-through.

Step 7 — Staff​

Invite the people who'll help run the agency. Roles are Owner / Admin / Member / Viewer (different from inside-team roles). See Staff & roles.

Test before you go live​

Run through a signup on your new domain yourself:

  1. Sign up as a test subaccount via https://<your-app-domain>/signup.
  2. Confirm your branding shows everywhere (no "Insighto" leaking through).
  3. Confirm SMTP delivered the confirmation email from your address.
  4. Confirm rebilling picked up the test signup.

Then flip on outbound marketing — you're live.

Where to next​

  • Branding — deep dive on the six branding tabs.
  • Domain — DNS troubleshooting.
  • Rebilling — the billing setup.