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On this page
  • Subscription Plan Details
  • Pricing Details
  • Features & Permissions
  • Trial & Credits
  • Activate Free Trial (Credit Card Required)
  • Wallet Balance Complimentary Credit
  • Rebilling for Messages
  1. White Label
  2. The SaaS Configurator

Create Subscription Package

Create a new custom AI agent subscription package to sell to your clients.

PreviousThe SaaS ConfiguratorNextCustom Packages + Settings

Last updated 10 months ago

This is where you create the different subscription levels to offer to your clients.

These subscriptions will have all of these different customization options.

Subscription Plan Details

Agencies can set all of the basic information for subscribers who purchase this package. For example, if you put in 1 AI agent included, then when someone purchases this subscription from you, they will get 1 AI agent available for them to customize in their sub-account.

  • Package Name = Name of the subscription package

  • Package Tier = Select a tier for package ordering. Only unused tiers are displayed/shown here.

  • Number of AI Agents = Number of AI Agents included in this subscription package.

  • Number of Characters for Storage = Total number of characters available for clients who purchase this subscription package.

  • Package Description = Description of the subscription package.

  • Package Features = List of package features, each separated by comma. e.g: Unlimited Website Embeddings, 24/7 Customer Support, API Access.

Pricing Details

Agencies have the ability to create multiple different price options for each of their packages.

You can set options for a monthly price, quarterly price and yearly price.

Features & Permissions

Agencies now have the ability to set what permissions they want to give (or not give) to any client who subscribes to that specific package tier.

Feature and Permission Options the agency can turn on or off for their customer sub-accounts:

  • Access API & Webhooks

  • Create Chatbot

  • Customize Appearance

  • Delete Chatbot

  • Embed Chatbot

  • Access Chatbot Settings

  • Access Integrations

  • Access Knowledge Base

  • Access Leads

  • Access Scheduling

  • View Conversations

  • View Chatbot Dashboard

Trial & Credits

Agencies can set a free trial period for your subscription plans and choose how many days the trial lasts. When the client sign up, they will enter their credit card details but won't be charged until the trial period ends. Alternatively, agencies can also adjust the free trial settings to offer a no credit card required free trial.

Activate Free Trial (Credit Card Required)

  • You can set a free trial period for your subscription plans and choose how many days the trial lasts. When your clients sign up, they will enter their credit card details but won't be charged until the trial period ends.

Wallet Balance Complimentary Credit

  • You can give free credit when clients purchase a subscription plan, either as a one-time credit or recurring monthly credit. This credit will be added to the sub-account's wallet balance.

Rebilling for Messages

Agencies can control the margin on each AI message sent based on the AI model being used and the subscription package being purchases. This allows you to control the cost charged to customers and the profit per message for each model.

Message Markup Margin

These are margins that are billed to your client sub-accounts for each AI message sent.

Agencies can control which AI models they want to offer to their sub-accounts along with choosing the AI model that should be used as the default when creating new AI agents.

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