Partner Guide·Quick Start

Welcome

What this platform is, what white-label means, and what you can do here.

What this guide is

You're about to run a phone company. This guide walks you through everything the platform can do, with screenshots and click-by-click instructions. The first seven chapters — the Quick Start — get you to your first paying customer in about an hour. The rest is a reference you'll come back to as you grow.

What "white-label" means here

Your customers never see the platform's name. They see yours. Your logo at the top of their dashboard, your brand name in their billing emails, your support address on their invoices, and — if you set up a custom domain — your URL in their browser.

You handle the relationship. We handle the carriers, the SIP plumbing, the recordings, the redundancy, the porting workflows, and the parts of running a phone network that aren't fun.

How the layers fit together

The platform has three layers:

  • Platform — us. We provide the infrastructure, the carriers, the dashboard you're using, and the phone numbers you can buy.
  • Partner — that's you. You buy phone numbers in bulk, set your own pricing, brand the dashboard, and create accounts for your customers.
  • Tenants — your customers. They're businesses with their own users, extensions, call flows, and phones. Each tenant lives in its own isolated account under your brand.

A tenant never sees other tenants. They never see the platform. They only see you.

What you'll be doing

Day to day, partners spend most of their time on three things:

  1. Onboarding new tenants — taking a new customer from "I'd like a phone system" to "I'm taking calls" in 30-60 minutes.
  2. Managing phone numbers — buying, porting, assigning, releasing, keeping E911 addresses current.
  3. Billing — collecting payment from your tenants. The platform handles the heavy lifting (invoices, Stripe charges, automatic suspension on non-payment) so this should be the easiest part of your week.

Everything else — call routing, voicemail, queues, IVRs, desk phone provisioning, recordings — is configuration your tenants can do themselves. Your job is to get them set up and step out of the way.

How to read this guide

If this is your first time logging in, start with Logging In & The Dashboard next, then walk through the rest of the Quick Start in order. Total time: about an hour, including the Stripe Connect onboarding (which has waiting in it).

If you're back to look something up, jump to the Reference section using the table of contents on the left.

The Appendix at the end covers the parts of running a VoIP business that aren't software — pricing strategy, porting paperwork, E911 compliance, and a glossary.

A note on this guide itself: when one of your tenants opens the help center inside their dashboard, they'll see your logo and your brand name in the chrome — not ours. The "How to White-Label This Guide" section in chapter 13 explains how that works. Yes, the help section white-labels itself.