Partner Customization

Transform FAOS into your own branded AI agent platform. This guide covers advanced customization options for partners who want to deliver fully white-labeled solutions to their clients.

White-Label Branding

Visual Branding

Dashboard Theme Customization

Create a fully branded experience for your clients.

Navigate to Partner Portal > Branding > Theme Editor

Brand Configuration:
  Company Name: "AgentFlow AI"
  Tagline: "Intelligent Automation for Modern Business"

Color Palette:
  Primary: "#0066CC"        # Main brand color
  Secondary: "#FF6B35"      # Accent color
  Success: "#28A745"        # Success states
  Warning: "#FFC107"        # Warnings
  Error: "#DC3545"          # Errors
  Background: "#F8F9FA"     # Page background
  Surface: "#FFFFFF"        # Cards, panels
  Text Primary: "#212529"   # Main text
  Text Secondary: "#6C757D" # Subtitles, labels

Typography:
  Heading Font: "Inter"
  Body Font: "Inter"
  Monospace Font: "JetBrains Mono"
  Base Size: 16px

Logo Assets:
  Dashboard Logo: logo-dashboard.svg (2000x500px)
  Login Logo: logo-login.svg (500x500px)
  Email Logo: logo-email.png (600x200px)
  Favicon: favicon.ico (32x32px)
  App Icon: app-icon.png (512x512px)

Preview Your Theme

// Test theme in sandbox before deploying
const themePreview = await faos.partners.branding.preview({
  theme_id: "your-theme-id",
  viewport: "desktop" // or "tablet", "mobile"
});

console.log(`Preview URL: ${themePreview.url}`);
// Visit URL to see live preview

Apply Theme to Clients

// Apply to all clients
await faos.partners.branding.applyTheme({
  theme_id: "your-theme-id",
  scope: "all_clients"
});

// Apply to specific client
await faos.partners.branding.applyTheme({
  theme_id: "your-theme-id",
  workspace_id: "client-workspace-id"
});

Custom Domain & SSL

Set Up Custom Domain

Step 1: Configure DNS

Add these DNS records at your domain provider:

Type: CNAME
Host: agents (or app, portal, etc.)
Value: partners.faos.ai
TTL: 3600

Step 2: Request SSL Certificate

await faos.partners.domains.create({
  domain: "agents.yourcompany.com",
  ssl: {
    provider: "letsencrypt", // or "custom"
    auto_renew: true
  }
});

Step 3: Verify Domain

# FAOS will provide a verification code
# Add TXT record to verify ownership
Type: TXT
Host: _faos-verification
Value: abc123xyz456...

Step 4: Activate

Once verified (usually 10-30 minutes):

SSL certificate auto-provisioned
Domain becomes active
Clients access platform at your domain

Custom Email Domain

Send all system emails from your domain:

Email Configuration:
  Domain: yourcompany.com
  From Name: "AgentFlow AI"
  From Address: noreply@yourcompany.com
  Reply To: support@yourcompany.com

SMTP Settings:
  Host: smtp.yourcompany.com
  Port: 587
  Security: TLS
  Username: noreply@yourcompany.com
  Password: [encrypted]

Email Templates: Customize all transactional emails

// Customize welcome email
await faos.partners.emails.updateTemplate({
  template: "welcome",
  subject: "Welcome to {{company_name}}!",
  body: `
    <html>
      <body style="font-family: Inter, sans-serif;">
        <img src="{{logo_url}}" alt="{{company_name}}" />
        <h1>Welcome, {{user_name}}!</h1>
        <p>Your AI agent platform is ready...</p>
      </body>
    </html>
  `
});

Custom Help & Documentation

Embed Your Documentation

Replace default FAOS docs with your own:

Documentation Settings:
  Help Center URL: https://docs.yourcompany.com
  Support Email: support@yourcompany.com
  Support Phone: +1-555-0100
  Live Chat: enabled
  Chat Widget: intercom

  Custom Links:
    - title: "Getting Started"
      url: "https://docs.yourcompany.com/start"
    - title: "Video Tutorials"
      url: "https://www.youtube.com/yourcompany"
    - title: "Community Forum"
      url: "https://community.yourcompany.com"

In-App Tutorials

Create guided walkthroughs for your clients:

await faos.partners.tutorials.create({
  name: "Create Your First Agent",
  steps: [
    {
      target: "#new-agent-button",
      title: "Start Here",
      content: "Click this button to create your first agent.",
      position: "bottom"
    },
    {
      target: "#agent-name-input",
      title: "Name Your Agent",
      content: "Give your agent a descriptive name.",
      position: "right"
    }
    // ... more steps
  ],
  auto_start: "new_user" // Show to new users automatically
});

Agent Template Library

Build reusable agent configurations for rapid client deployment.

Creating Agent Templates

Template Structure

const template = {
  name: "E-commerce Customer Service Agent",
  description: "Handles customer inquiries, order status, returns",
  category: "customer_service",
  industry: "retail",

  config: {
    model: "gpt-4",
    temperature: 0.7,
    autonomy_level: 2,

    system_prompt: `You are a customer service agent for {{company_name}}.

    Your role:
    - Answer product questions
    - Check order status
    - Process returns (under ${{return_threshold}})
    - Escalate complex issues

    Knowledge:
    {{knowledge_base}}

    Always be friendly, professional, and helpful.`,

    capabilities: [
      "query_orders",
      "process_returns",
      "send_emails",
      "create_tickets"
    ],

    integrations: {
      required: ["shopify", "email"],
      optional: ["zendesk", "slack"]
    },

    variables: [
      {
        name: "company_name",
        type: "string",
        required: true,
        description: "Client company name"
      },
      {
        name: "return_threshold",
        type: "number",
        default: 100,
        description: "Auto-approve returns under this amount"
      }
    ],

    business_rules: [
      {
        condition: "order.value > 1000",
        action: "escalate",
        reason: "High-value order requires human review"
      },
      {
        condition: "return.value <= {{return_threshold}}",
        action: "auto_approve",
        reason: "Within auto-approval threshold"
      }
    ]
  }
};

const savedTemplate = await faos.partners.templates.create(template);

Deploy Template to Client

// Deploy with client-specific configuration
const agent = await faos.partners.templates.deploy({
  template_id: savedTemplate.id,
  workspace_id: "client-workspace-id",

  variables: {
    company_name: "Acme Store",
    return_threshold: 150 // Override default
  },

  integrations: {
    shopify: {
      shop_url: "acme-store.myshopify.com",
      access_token: "shpat_..."
    },
    email: {
      smtp_host: "smtp.acme.com",
      from_email: "support@acme.com"
    }
  },

  knowledge_base: [
    "acme-product-catalog.pdf",
    "acme-policies.md",
    "acme-faq.md"
  ]
});

console.log(`Agent deployed: ${agent.id}`);

Template Categories

Organize templates by use case:

Customer Service

Support ticket handler
FAQ assistant
Complaint resolution
Product recommendations

Sales & Marketing

Lead qualification
Email campaigns
Social media engagement
Proposal generation

Operations

Invoice processing
Inventory management
Scheduling assistant
Report generation

HR & Admin

Employee onboarding
Leave requests
Expense approvals
Meeting coordination

Template Marketplace

Share templates with other partners (optional):

await faos.partners.templates.publish({
  template_id: savedTemplate.id,
  marketplace: {
    visibility: "public", // or "private", "partners_only"
    pricing: {
      model: "free", // or "one_time", "subscription"
      amount: 0
    },
    tags: ["customer-service", "e-commerce", "retail"],
    support_url: "https://yourcompany.com/template-support"
  }
});

Workflow Templates

Pre-built automation workflows for common business processes.

Multi-Step Workflow Example

Customer Onboarding Workflow

name: "Customer Onboarding Automation"
description: "Complete onboarding flow from signup to activation"
trigger:
  type: webhook
  event: customer.created

steps:
  - id: welcome_email
    name: "Send Welcome Email"
    type: agent_action
    agent: email_agent
    action: send_email
    config:
      template: welcome
      to: "{{trigger.customer.email}}"
      variables:
        customer_name: "{{trigger.customer.name}}"

  - id: create_account
    name: "Create Customer Account"
    type: integration
    integration: stripe
    action: create_customer
    config:
      email: "{{trigger.customer.email}}"
      metadata:
        source: "{{trigger.source}}"

  - id: check_plan
    name: "Check Subscription Plan"
    type: condition
    condition: "{{trigger.customer.plan}} === 'premium'"

  - id: assign_manager
    name: "Assign Account Manager"
    type: agent_action
    when: "{{check_plan.result}} === true"
    agent: sales_agent
    action: assign_account_manager
    config:
      customer_id: "{{create_account.customer.id}}"
      tier: premium

  - id: setup_call
    name: "Schedule Setup Call"
    type: integration
    when: "{{check_plan.result}} === true"
    integration: calendly
    action: create_booking
    config:
      attendee_email: "{{trigger.customer.email}}"
      event_type: premium_onboarding

  - id: standard_resources
    name: "Send Getting Started Resources"
    type: agent_action
    when: "{{check_plan.result}} === false"
    agent: email_agent
    action: send_email
    config:
      template: getting_started
      to: "{{trigger.customer.email}}"

  - id: complete
    name: "Mark Onboarding Complete"
    type: webhook
    url: "{{env.WEBHOOK_URL}}/onboarding/complete"
    method: POST
    body:
      customer_id: "{{create_account.customer.id}}"
      completed_at: "{{now}}"
      plan: "{{trigger.customer.plan}}"

Deploy this workflow template:

await faos.partners.workflows.deployTemplate({
  template: "customer-onboarding",
  workspace_id: "client-workspace-id",
  config: {
    env: {
      WEBHOOK_URL: "https://client-app.com/webhooks"
    }
  }
});

Integration Presets

Pre-configured integrations for faster client onboarding.

Common Integration Presets

Shopify E-commerce

const shopifyPreset = {
  name: "Shopify Full Integration",
  type: "shopify",

  scopes: [
    "read_products",
    "read_orders",
    "write_orders",
    "read_customers",
    "write_customers"
  ],

  webhooks: [
    "orders/create",
    "orders/updated",
    "customers/create",
    "products/create"
  ],

  default_mappings: {
    "order.id": "{{shopify.order.id}}",
    "order.total": "{{shopify.order.total_price}}",
    "customer.email": "{{shopify.customer.email}}"
  }
};

// Deploy preset to client
await faos.partners.integrations.deployPreset({
  preset: shopifyPreset,
  workspace_id: "client-workspace-id",
  credentials: {
    shop_url: "client-store.myshopify.com",
    access_token: "shpat_..."
  }
});

Salesforce CRM

const salesforcePreset = {
  name: "Salesforce Sales & Support",
  type: "salesforce",

  objects: [
    "Account",
    "Contact",
    "Lead",
    "Opportunity",
    "Case"
  ],

  sync_direction: "bidirectional",
  sync_frequency: "real_time",

  field_mappings: {
    "contact.email": "{{salesforce.Contact.Email}}",
    "contact.phone": "{{salesforce.Contact.Phone}}",
    "account.name": "{{salesforce.Account.Name}}"
  }
};

Custom Integration Builder

For unique client needs:

const customIntegration = await faos.partners.integrations.createCustom({
  name: "Custom ERP Integration",
  workspace_id: "client-workspace-id",

  connection: {
    type: "rest_api",
    base_url: "https://client-erp.com/api/v1",
    auth: {
      type: "oauth2",
      token_url: "https://client-erp.com/oauth/token",
      client_id: "...",
      client_secret: "..."
    }
  },

  endpoints: [
    {
      name: "get_order",
      method: "GET",
      path: "/orders/{{order_id}}",
      response_mapping: {
        "order.id": "$.id",
        "order.status": "$.status",
        "order.total": "$.amount"
      }
    },
    {
      name: "create_shipment",
      method: "POST",
      path: "/shipments",
      body_template: {
        order_id: "{{order.id}}",
        tracking_number: "{{tracking.number}}",
        carrier: "{{shipping.carrier}}"
      }
    }
  ]
});

Custom Autonomy Levels

Define custom autonomy levels beyond the standard L1-L4.

Industry-Specific Autonomy

Healthcare: HIPAA-Compliant Levels

const healthcareAutonomy = {
  levels: [
    {
      level: "H1",
      name: "Information Only",
      description: "Provides information, never accesses PHI",
      capabilities: ["answer_general_questions"],
      restrictions: ["no_phi_access", "no_scheduling", "no_prescriptions"]
    },
    {
      level: "H2",
      name: "Assisted Scheduling",
      description: "Can view PHI, schedule appointments with approval",
      capabilities: ["read_phi", "suggest_appointments"],
      restrictions: ["require_approval_for_scheduling"],
      approval_required: ["human_scheduler"]
    },
    {
      level: "H3",
      name: "Autonomous Scheduling",
      description: "Full scheduling autonomy within constraints",
      capabilities: ["read_phi", "create_appointments", "send_reminders"],
      restrictions: ["cannot_cancel_without_approval"],
      audit_logging: "all_actions"
    }
  ]
};

await faos.partners.autonomy.createCustomLevels({
  workspace_id: "healthcare-client-id",
  levels: healthcareAutonomy.levels,
  compliance: ["HIPAA", "HITECH"]
});

Financial Services: Compliance-First

const financeAutonomy = {
  levels: [
    {
      level: "F1",
      name: "Read-Only Advisor",
      description: "Can view accounts, provide advice only",
      capabilities: ["read_accounts", "calculate_scenarios"],
      restrictions: ["no_transactions", "no_account_changes"]
    },
    {
      level: "F2",
      name: "Limited Transactions",
      description: "Can execute small transactions with limits",
      capabilities: ["read_accounts", "execute_transfers"],
      restrictions: [
        "max_transaction_amount: 1000",
        "require_2fa_for_transfers",
        "daily_limit: 5000"
      ]
    },
    {
      level: "F3",
      name: "Full Service",
      description: "Complete account management with oversight",
      capabilities: ["all_banking_operations"],
      restrictions: [
        "max_single_transaction: 10000",
        "require_approval_above: 50000"
      ],
      monitoring: "real_time_fraud_detection"
    }
  ]
};

Advanced UI Customization

Custom Dashboard Widgets

Add client-specific widgets to the dashboard:

const customWidget = await faos.partners.widgets.create({
  workspace_id: "client-workspace-id",

  widget: {
    id: "sales-pipeline",
    title: "Sales Pipeline",
    type: "chart",
    size: "large", // small, medium, large
    position: { row: 1, col: 1 },

    data_source: {
      type: "integration",
      integration: "salesforce",
      query: `
        SELECT Stage, COUNT(Id) as count
        FROM Opportunity
        WHERE IsClosed = false
        GROUP BY Stage
      `
    },

    visualization: {
      type: "funnel",
      config: {
        x_axis: "Stage",
        y_axis: "count",
        colors: ["#0066CC", "#FF6B35", "#28A745"]
      }
    },

    refresh_interval: 300 // seconds
  }
});

Reorganize the dashboard menu:

Navigation:
  Logo Position: top-left
  Layout: sidebar # or topbar

  Menu Items:
    - label: "Dashboard"
      icon: "home"
      route: "/dashboard"

    - label: "My Agents"
      icon: "robot"
      route: "/agents"
      badge: "{{active_agents}}"

    - label: "Workflows"
      icon: "workflow"
      route: "/workflows"

    - separator: true

    - label: "Analytics"
      icon: "chart"
      route: "/analytics"
      submenu:
        - label: "Performance"
          route: "/analytics/performance"
        - label: "Costs"
          route: "/analytics/costs"

    - label: "Integrations"
      icon: "plug"
      route: "/integrations"

    - separator: true

    - label: "Settings"
      icon: "settings"
      route: "/settings"

    - label: "Help & Support"
      icon: "help"
      url: "https://support.yourcompany.com"
      external: true

Client-Specific Customization

Tailor experiences per client workspace.

Per-Client Branding

// Client A: Corporate blue theme
await faos.partners.branding.setClientTheme({
  workspace_id: "client-a-id",
  primary_color: "#003366",
  logo: "client-a-logo.png"
});

// Client B: Vibrant startup theme
await faos.partners.branding.setClientTheme({
  workspace_id: "client-b-id",
  primary_color: "#FF6B35",
  logo: "client-b-logo.png"
});

Per-Client Feature Flags

Enable features selectively:

await faos.partners.features.configure({
  workspace_id: "premium-client-id",
  features: {
    advanced_analytics: true,
    custom_models: true,
    priority_support: true,
    api_access: true,
    white_labeling: true
  }
});

await faos.partners.features.configure({
  workspace_id: "standard-client-id",
  features: {
    advanced_analytics: false,
    custom_models: false,
    priority_support: false,
    api_access: true,
    white_labeling: false
  }
});

Next Steps

Partner Deployment - Deploy solutions at scale
Enterprise Setup - Self-hosted installations
API Reference - Automate customization via API

Build once, deploy many. Customization is key to scaling your partner business.

White-Label Branding​

Visual Branding​

Dashboard Theme Customization​

Preview Your Theme​

Apply Theme to Clients​

Custom Domain & SSL​

Set Up Custom Domain​

Custom Email Domain​

Custom Help & Documentation​

Embed Your Documentation​

In-App Tutorials​

Agent Template Library​

Creating Agent Templates​

Template Structure​

Deploy Template to Client​

Template Categories​

Template Marketplace​

Workflow Templates​

Multi-Step Workflow Example​

Customer Onboarding Workflow​

Integration Presets​

Common Integration Presets​

Shopify E-commerce​

Salesforce CRM​

Custom Integration Builder​

Custom Autonomy Levels​

Industry-Specific Autonomy​

Healthcare: HIPAA-Compliant Levels​

Financial Services: Compliance-First​

Advanced UI Customization​

Custom Dashboard Widgets​

Custom Navigation​

Client-Specific Customization​

Per-Client Branding​

Per-Client Feature Flags​

Next Steps​