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Welcome

We’re thrilled to have you onboard. Vapify empowers voice AI agencies to deliver advanced, customizable voice AI solutions through a white-label platform. With Vapify, you can manage your clients and their voice assistants, markup the voice assistant per minute charges, and simplify the process of scaling your business.

Getting Started

There are two ways to get started with Vapify:
  1. Quick Setup (Recommended for new users): Complete the 4-step onboarding wizard that guides you through essential configuration in just 5-10 minutes
  2. Detailed Configuration: Follow our comprehensive Quick Start Guide for in-depth setup instructions

First-Time Setup: Onboarding Wizard

When you first log into Vapify, you’ll be greeted by an intuitive 4-step onboarding wizard designed to get your agency up and running quickly. This wizard covers the essentials: branding your dashboard, connecting your voice AI provider, creating your first client sub account, and launching into your dashboard.
The onboarding wizard takes approximately 5-10 minutes to complete and can be skipped if you prefer to configure settings manually later.

Step 1: Agency Details

The first step is all about branding your Vapify dashboard with your agency’s identity. This ensures that when your clients log in, they see your branding, not Vapify’s. Agency Onboarding Step 1 - Agency Details configuration screen showing agency name, logo, and favicon upload fields What you’ll configure:
  • Agency Name: Enter your agency’s official business name. This will appear throughout the platform and in client-facing areas.
  • Agency Logo: Upload your agency’s logo for branding across the dashboard.
  • Favicon: Upload a small icon that appears in browser tabs when clients access your platform.
Use your registered business name for professionalism. Your logo will be visible to all your clients, so ensure it’s high-resolution (recommended: PNG format, 200x200px minimum).
After saving these settings, you’ll need to log out and log back in for the branding changes to take effect across the platform.
Once you’ve filled in these details, click Save & Continue to proceed to the next step.

Step 2: Provider Setup

In this step, you’ll connect your voice AI provider to Vapify. This connection allows Vapify to retrieve your voice assistants and track usage for billing purposes. Agency Onboarding Step 2 - Provider Setup screen showing Vapi and Retell provider options with API key fields Choose your provider: Option 1: Vapi
  • Provides comprehensive call analytics and recordings streamed directly into your dashboard
  • Requires both a Private API key and Public API key
  • Get your API key from your Vapi.ai dashboard under API Keys
Option 2: Retell
  • Streamlined setup with a single API key
  • Perfect if your assistants are already built in Retell
  • Get your keys from your Retell dashboard under Settings → API Keys
API keys are sensitive credentials that grant access to your voice AI account. Never share them publicly or commit them to version control. Vapify stores them securely and encrypted.
How to enter your keys: For Vapi:
  1. Paste your Private API key in the first field
  2. Paste your Public API key in the second field
  3. Click Verify and Continue to test the connection
For Retell:
  1. Select the Retell option
  2. Paste your API key
  3. Click Verify and Continue to test the connection
The “Verify and Continue” button tests your API keys to ensure they’re valid before proceeding. If verification fails, double-check that you’ve copied the keys correctly from your provider’s dashboard.

Step 3: Create Your First Client Sub Account

Now it’s time to create your first client sub account. This is where you’ll set up a dedicated space for one of your clients, complete with their primary user account. Agency Onboarding Step 3 - Client Sub Account creation form with fields for account name, primary user details, and temporary password What you’ll configure:
  • Sub Account Name: Enter your client’s business name (e.g., “Acme Dental”)
  • Primary User Full Name: The name of your client’s main point of contact
  • Primary User Email: Their email address where they’ll receive login credentials
  • Temporary Password: Create a secure temporary password for their first login
Use your client’s official business name for the sub account. This name will appear in their dashboard and helps you organize multiple clients.
The primary user should be your client’s main administrator who will manage their voice assistants and view analytics. You can add additional team members later from the sub account management page.
The temporary password you create will be displayed in Step 4 - make sure to save it securely as you’ll need to share it with your client. They’ll be prompted to change it on their first login.
Best practices:
  • Use your client’s registered business name for professionalism
  • Ensure the primary user email is correct - this is where login credentials will be sent
  • Create a secure temporary password (mix of letters, numbers, and symbols)
Click Create Client to proceed to the final step.

Step 4: Review & Launch

Congratulations! You’ve completed the initial setup. This final step displays a summary of everything you’ve configured and provides the login credentials your client will need. Agency Onboarding Step 4 - Review and Launch screen showing sub account summary and primary user credentials What’s displayed: Sub Account Summary:
  • Sub account name
  • Dashboard URL (where your client will log in)
  • Subdomain status (not set initially, can be configured later)
  • Connected voice provider (Vapi or Retell)
  • API keys (partially masked for security)
Primary User Credentials:
  • Full name
  • Email address
  • Temporary password
This is the ONLY time the temporary password will be displayed in plain text. Make sure to copy it or take a screenshot before continuing. You’ll need to share these credentials with your client securely.
Important actions before continuing:
  1. Copy the temporary password - Save it to your password manager or secure note
  2. Note the dashboard URL - This is where your client will log in
  3. Screenshot this page (optional but recommended) for your records
  4. Share credentials securely - Send the login details to your client via secure email or your preferred communication method
Consider using a secure password sharing service or encrypted email when sending login credentials to your client. Remind them to change their password immediately after their first login.
Once you’ve saved all the necessary information, click Continue to Dashboard to access your agency dashboard and begin configuring additional settings.

What’s Next?

After completing the onboarding wizard, you’re ready to dive deeper into configuring your agency and clients. Here are the recommended next steps: For a comprehensive walkthrough of all features, check out our detailed Quick Start Guide.

Video Tutorials

For visual learners, here are detailed video tutorials walking you through key configuration tasks:
  1. Agency Branding Configuration
  2. Subaccount setup
  3. Billing Configuration

Step 1: Configuring your agency

Step 2: Configuring your sub accounts

Step 3: Billing

Introduction to Vapify

Vapify is a white-label platform designed specifically for voice AI agencies. By integrating seamlessly with Vapi.ai, the largest voice AI platform, as well as other leading voice AI providers such as Retell, Vapify enables you to manage and deploy voice assistants for your clients while maintaining your own brand identity and pricing structure.

Account Setup

To begin using Vapify, follow these steps:
  1. Sign Up: You’ll receive an invitation from Vapify to create your account. Simply click on the link, fill in your details, and get started with your agency account.
  2. Log In: Once your account is set up, log in to your agency dashboard using your credentials.
  3. Basic Configuration: After logging in, head to the Agency Settings to upload your logo, set up custom branding, and configure core settings to match your agency’s needs.
  4. Sub-Account Configuration: With your agency settings ready, configure a subaccount for each of your clients. Here, you configure your per-minute fee for each assistant and the monthly fee for your client

User Interface Overview

After logging in, you’ll be greeted by the Vapify dashboard. Let’s walk through the key sections of the platform:

Dashboard

This is your control center. Here, you’ll find key metrics and an overview of your agency’s voice AI operations. Hero Light The sidebar is your navigation hub, giving you access to all the main features of Vapify. Hero Light By now, you should have a good understanding of Vapify’s core features. You’re ready to begin configuring your agency, assistants, and subaccounts. If you ever need help, our support team is just a click away. You can reach us anytime at [email protected] or book a free call here.