> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setups and branding

> Reuse a proven marketing system across clients, and put your own logo, colors and support details on their workspaces.

## Overview

A **Setup** is a reusable marketing system — automations, templates, forms,
audiences and more — captured from one client workspace and installed into
another. **Branding** decides how clients see the platform: your logo, colors
and support details instead of Autocampaign AI's. Both live in the sidebar for
agency members: **Setups** (`/agency/setups`) and **Branding**
(`/agency/branding`).

<Tip>
  **In short:** 1) Save a client's system as a reusable setup. 2) Install it when
  you add a new client. 3) Put your logo, colors and domain on client workspaces.
</Tip>

<Info>
  **Time to complete:** \~15 minutes  ·  **Difficulty:** Intermediate  ·  Saving, installing and editing setups, and changing branding, require the agency **Owner** or **Admin** role.
</Info>

## Before you start

* You need an agency and at least one client workspace — see
  [Agency console](/agency/overview).
* For a custom domain, you need to be able to log in to your domain provider
  (where you bought your web address) and change its
  [DNS records](/getting-started/glossary#dns-record) (the settings that tell
  the internet where your address points).

## What a setup contains

Saving a setup copies the structure of a workspace, never its customer data.

| Saved                                                                                                  | Never copied                                |
| ------------------------------------------------------------------------------------------------------ | ------------------------------------------- |
| Campaigns & automations ([workflows](/automation/workflow-builder), [sequences](/campaigns/sequences)) | Contacts and conversations                  |
| Text & email [templates](/campaigns/templates)                                                         | Billing                                     |
| [Forms](/growth/lead-forms) and [AI employees](/automation/ai-employees)                               | Passwords and API credentials               |
| Audiences & [tags](/contacts/tags)                                                                     | Images attached to text templates           |
| [Dashboards](/analytics/custom-dashboards), [appointment types](/scheduling/meeting-types)             | Phone numbers, senders, connected schedules |

Business details such as the client's name and phone become placeholders (for
example `{{business_name}}`) and are filled with the new client's details on
install.

## Save a setup from a client

<Steps>
  <Step title="Open Clients" icon="users">
    Go to **My Agency → View all clients** (`/agency/clients`).
  </Step>

  <Step title="Choose Save as Setup" icon="floppy-disk">
    On the client's card, open **More actions** and click **Save as Setup**.
  </Step>

  <Step title="Describe it" icon="pen">
    Enter a **Setup name**, answer **What does it do?**, set the **Industry**
    and click **Save Setup**. The dialog lists **What gets saved** and confirms
    **Customer data is never copied**.
  </Step>
</Steps>

The setup appears under **Your setups**. Autocampaign AI also ships
**Ready-made setups** (for example **Dental Lead Machine**) that you can filter
by industry, preview and use, but not edit or delete.

## Use, update and share setups

Each card offers **Use This Setup**, a **Preview** and a **More actions** menu
with **Duplicate**, and — for your own setups — **Share**, **Edit** and
**Delete**.

* **Use This Setup** opens the **Add Client** wizard with the setup selected.
  Setups install when a client is created; the only later install is the
  **Update available** chip on a client card — click **Add the update**.
* Installed items arrive as drafts, so nothing the client already has is
  changed or removed. The install report lists finishing touches such as
  picking a text or email sender, reconnecting a
  [webhook](/getting-started/glossary#webhook), adding images, or setting
  availability for an appointment type.
* **Edit** changes only the name, description and industry. To change contents,
  adjust a client workspace and save a new setup.
* **Share** generates a code like `AC-XXXX-XXXX` and a link. Another agency
  clicks **Import a setup**, enters the **Setup code**, previews it and clicks
  **Add to my setups**. **Stop sharing** cancels the code.

<Note>
  **Update available** appears when a ready-made setup you installed has been
  improved since. Your own setups don't get new versions.
</Note>

## Set up your branding

<Steps>
  <Step title="Brand" icon="image">
    On **Branding**, upload a **Logo** and **Favicon** (the small icon shown in
    the browser tab) — PNG, JPEG, WebP, GIF or SVG, up to 5 MB. Set a **Primary
    color** as a hex value (a six-character color code), a **Support email** and
    a **Support phone**, check the **Color preview**, then **Save**.
  </Step>

  <Step title="White label" icon="toggle-on">
    White label means the product shows your brand instead of ours. Switch on
    what clients should see: **Use my logo**, **Use my colors**, **Use my support
    information**, **Hide AutoCampaign branding** and **Use my domain**. Each
    switch saves immediately.
  </Step>

  <Step title="Your client portal domain" icon="globe">
    Enter a **Domain** such as `app.youragency.com` and click **Connect
    domain**. Add the **CNAME** record shown (a setting in your domain
    provider's control panel that points your address at Autocampaign AI), then
    click **I've added it**. The status moves from **Waiting for DNS** to
    **Connected**, or **Not found yet** if the record isn't visible.
  </Step>
</Steps>

## Where branding appears

In a client workspace that uses your agency branding, members see your logo,
agency name and support email in the sidebar footer. These replace the
Autocampaign AI logo and name. They see your primary color across buttons and highlights
(with **Use my colors**) and your favicon. With **Hide AutoCampaign branding**,
your agency name becomes the browser tab title. Branding applies inside the app
only — emails and texts sent from the workspace are not rebranded.

## How clients get your branding

Branding is set once for the agency and inherited (shared down to each client),
not copied. In the **Add Client** wizard's **Branding** step, **Use my agency
branding** (the default) makes the workspace inherit everything above. **Use
the client's branding** keeps its own logo from its settings. Changes on
**Branding** reach every inheriting client immediately.

<Note>
  The branding choice is made when you create the client and can't be switched
  later from the console. A **Connected** domain is verified and stored, but
  client workspaces are not yet served on that domain.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Does a setup include contacts or conversations?">
    No. Only the structure is saved, and a share preview never reveals the
    source client.
  </Accordion>

  <Accordion title="Can I edit a ready-made setup?">
    Not directly. **Duplicate** it, install it into a client, adjust the
    workspace and save your own version.
  </Accordion>

  <Accordion title="Do my clients see my prices when they see my branding?">
    No. Branding carries only your name, logo, colors and support details.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="A setup card says Nothing captured yet">
    The source workspace had none of the saved item types. Build the
    automations and templates first, then save again.
  </Accordion>

  <Accordion title="An imported setup code isn't found">
    Codes are cancelled with **Stop sharing**. Ask for a fresh code and enter it
    exactly, including the `AC-` prefix.
  </Accordion>

  <Accordion title="My domain stays on Not found yet">
    DNS changes can take a while to spread across the internet. Confirm the
    CNAME **Name** and **Value** match exactly, wait, and click **I've added it**
    again.
  </Accordion>

  <Accordion title="A client doesn't see my colors or logo">
    Check the client was created with **Use my agency branding**, and that
    **Use my logo** and **Use my colors** are on under **White label**.
  </Accordion>
</AccordionGroup>

<Card title="Add your next client" icon="user-plus" href="/agency/overview">
  Pick a setup and branding in the Add Client wizard.
</Card>