As a reseller you work at two levels: your own account, where you run your reseller business, and each customer's account, where their solution is built (agents, channels and knowledge base).
1. Your reseller account
Your account includes a Basic plan for your own business: you can create your AI agents, connect your channels, build your knowledge base and use the calendar, just like any customer on that plan. It is also the best place to prepare your demos.
From your account you also run your reseller business:
- Customers: sign-ups, plans, suspensions and access to their panel.
- My plans: the plans and prices you offer your customers.
- Branding: the name, logo and colours your customers see.
- AI credits, payments and support.
The menu shows what your plan includes. If you need a feature that is not in the Basic plan, ask us.
2. Your first customer, included
Your programme also includes one Basic plan seat for a customer: you pay nothing more for that customer. If you give them a higher plan, you only pay the difference.
3. Adding a customer
- First complete your billing details (the Customers section asks for them the first time).
- In My plans, create at least one plan for your customers.
- In Customers → New customer, enter the business name, the name and email of the person in charge, and choose their plan.
- You set a temporary password and give it to them; the first time they sign in they will have to choose their own.
4. Setting up your customer's account
In Customers (or on the customer's page) click "Enter their panel": you enter as their owner, without asking for their password, and you will see a bar to go back to your panel. Inside you can create their AI agents, their knowledge base, their channels (WhatsApp, Messenger, Instagram, Telegram, email and website chat) and their calendar.
Your customer is notified each time you enter, can see every access in their settings and can turn it off. Inside their panel you cannot change their password, their email or their payments.
5. The extra pool for your customers
Your programme includes an extra pool to share among your customers:
- Founder: 10 website chatbots, 10 Telegram bots, 10 email inboxes and 10 calendars.
- Reseller: 5 of each.
This pool is not for your own account: from each customer's page you assign them, for example, 2 more website chatbots, which are added to what their plan already includes. It lets you give a customer more without upgrading their plan.
6. AI credits
Each Basic plan includes 100,000 AI credits per month (about 1,300 replies), renewed every month. If a customer needs more, you buy credits and pass them on from their page; purchased credits do not expire.
There are no automatic charges: if a customer runs out of credits, the AI pauses until they have more, and their team can keep replying manually.