Experience Setup Path

There is no single “correct” way to set up White Swan — but there are recommended paths depending on how developed your brand and infrastructure are.

This guide outlines the most effective way to get started and scale over time.

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Start with a Managed Approach (Optional)

If you’re starting with an idea rather than a fully developed brand, White Swan offers a managed service to help you bring that vision to life.

We can help you:

• Define and develop your brand identity

• Design a complete visual experience

• Create landing pages and supporting assets

• Configure and launch your White Swan environment

This allows you to go from concept to a fully branded, production-ready experience with minimal effort. For an example of how the managed approach can help you get started, check out our Good Grief Case Study.

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Step 1: Add Basic Branding

If you don’t yet have a fully developed brand, start simple.

The fastest way to make the platform feel like your own is:

• Upload your logo

This alone creates a strong sense of ownership for your users.

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Step 2: Launch with a Custom Domain

This allows the entire platform to run under your brand (e.g. insurance.yourcompany.com), creating a seamless experience without needing to embed anything.

While embedding is supported, we generally recommend using a custom domain unless you have a specific use case — such as embedding a quick quote flow into an existing product or website.

A custom domain is:

• Simple to set up

• Easy to maintain

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Step 3: Refine the Experience (Optional)

As your product evolves, you can gradually enhance your branding:

• Customize typography and colors

• Refine buttons, forms, and interactions

• Align the platform more closely with your design system

This step is entirely optional and can be done incrementally.

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Step 4: Expand Infrastructure

For more advanced setups, you can extend your white labeling further:

• Set up email delivery from your own domain

• Use your own phone and messaging systems

• Fully integrate communication into your operations

These features are typically adopted by power users or more mature deployments.

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A Flexible Path Forward

Many partners come to White Swan with a strong idea but not a fully developed brand.

The platform is designed to support that journey — from a simple branded setup to a fully customized, deeply integrated experience.

You can start quickly, and evolve over time. If you ever need any help, inside or outside the White Swan platform, our team is here to support you.