How to add a new client to your white label reseller

Vitor

Vitor

Last updated on Oct 29, 2026

To add a new client to your white label reseller on Papo (https://papo.global/), you access the reseller management panel, create the client account, set the plan with modules and agent and channel limits, and send personalized access credentials — all with the client's brand and without exposing Papo to the end user.

When you operate a white label reseller, each new client represents an isolated account within the platform. This process ensures the client receives an environment ready to use, with the contracted features and your brand identity. Below, you can see the step-by-step to create this account and deliver access professionally.

Summary of the client creation process

Step What you do Result
Access the reseller panel Enter the white label client management area View the list of current clients and the option to add a new one
Create the client account Fill in basic data (company name, responsible person's email) A new account is generated in the white label environment
Set the plan Select modules (Conversations, CRM, AI, etc.) and agent and channel limits The client will have access only to what was contracted
Customize the brand Configure the client's name, logo, colors, and domain The client panel loads its own visual identity
Send credentials Generate and send the access link and initial password The client accesses the platform with your brand

How to add a new white label client

1. Access the reseller management panel

After your white label reseller is approved, you receive access to an exclusive panel to manage your clients. In it, you find the list of all active accounts and the option to create a new one.

2. Create the client account

In the panel, locate the clients section and start creating a new account. Provide basic data, such as the company name and the email of the person responsible who will receive the credentials. This email will be used for the first access and for administrative communications.

3. Set the plan and limits

Choose which Papo modules will be available to this client. You can enable, for example:

  • Conversations (unified inbox for WhatsApp, Instagram, email, etc.)
  • CRM and Kanban (lead management and sales pipeline)
  • Prompt & AI (automatic responses with artificial intelligence)
  • Broadcast and Email Marketing (message campaigns)
  • Projects and Flows (automations and internal checklists)

Then set usage limits:

  • Maximum number of agents the client can register
  • Number of inboxes (channels) allowed
  • Other restrictions according to the contracted plan

These limits ensure each client operates within what was purchased, without consuming resources beyond the agreement.

4. Configure the client's brand

The white label reseller allows each client to have a panel with its own visual identity. When creating the account, you can define:

  • Platform name (e.g., "XPTO Support")
  • Logo that will appear on login and in the menu
  • Main interface colors
  • Custom domain (e.g., app.client.com), which will be active after DNS validation

These settings make the client see only your brand, without any reference to Papo.

5. Send the access credentials

After creating the account and configuring the brand, the system generates an access link and an initial password. You can send this data directly to the registered responsible person's email. The client will access the panel through the custom domain (if already configured) or through a standard reseller address.

6. Optional: automate onboarding

After the account is created, you can use the Flows and Projects modules to standardize delivery. With Flows, it is possible to send an automatic welcome sequence and usage guides. With Projects, your team tracks internal checklists, such as domain validation, agent training, and Help Center configuration. This speeds up client activation and reduces manual work.

Who this process is relevant for

  • White label resellers who are starting to build their client portfolio
  • Marketing agencies that sell the platform as part of their service portfolio
  • Software houses that offer the solution under their brand to different companies
  • Consultancies that deliver the tool together with their own methodology

Frequently asked questions

Can I change the plan or limits after the client is already active?

Yes. At any time you can access the client account and adjust enabled modules, number of agents, or allowed channels. Changes are applied immediately.

Can the client see the Papo brand anywhere?

No. The entire experience — login, panel, notifications — is displayed with the brand you configured. Papo does not appear to the end client.

Do I need to configure the domain before creating the account?

Not required. You can create the account first and configure the custom domain later. Meanwhile, the client accesses through a standard address of your reseller.

How does the client receive the initial password?

The password is generated automatically and sent to the registered responsible person's email. The client can change it on first access.

Is it possible to create multiple clients at once?

The platform allows individual creation of each account. For very large volumes, contact Papo to evaluate the best operating method.

Who manages the client's agents and inboxes?

The client itself, after receiving access, can manage its agents and channels within the branded panel. You, as a reseller, can also access the account to provide support or make adjustments.

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