Getting Started

Welcome to Affinity Design

As an agency owner, you run a white-label instance of the Affinity Design platform. Your clients see your branding. You control the agents, integrations, and billing.

This guide walks you through your first login and a quick tour of what's available.

First Login

When your platform is deployed, you'll receive admin credentials from the setup process:

1. Open your portal URL (e.g., clients.youragency.com/login)
2. Log in with your admin username and password
3. Change your password immediately — the default credentials are only meant for first access

Dashboard Tour

After logging in, you'll land on the admin dashboard. Here's what you'll see:

Dashboard

• Active clients count and quick access
• Recent activity feed — calls, agent actions, system events
• Key metrics at a glance — calls handled, bookings made, revenue

Clients

Your client list — every business you manage on the platform. From here you can:

• Create new clients
• View client details, agents, and connections
• Manage API keys and integrations

Agents

All AI agents across your clients. Filter by client, type, or status.

Reports

• Agent metrics — calls, bookings, duration, conversion rates
• Profitability — revenue vs. cost per client
• Period comparisons — month-over-month trends
• Monthly reports — generated summaries per client

Billing

Stripe-integrated billing with product catalog, contracts, invoices, and tax rates.

Settings

• Service Types — categorize your clients (e.g., dental, legal, auto)
• LLM Settings — choose which AI models your agents use
• Agency GHL — agency-level GoHighLevel configuration
• Team Members — manage admin users and permissions

Next Steps

1. Create your first client — add a business to the platform
2. Understand client management — the full CRUD lifecycle
3. Set up your team — invite admins and viewers
4. Configure agency GHL — connect your GoHighLevel agency account