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What this page covers

This page documents the customer-facing whitelabel portal after a customer has portal access. It focuses on three things:
  • Which sidebar items are always visible
  • Which items are controlled by Features & Add-ons
  • How Billing & Payments, AI Credits, Payment Methods, and AI Gateway appear for the customer

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Core sidebar items

These items are always shown in the client portal:
  • Dashboard
  • Detailed Usage
  • Conversations

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Management section

These items only appear if the partner enables them for the customer:
  • Knowledge Base
  • Phone Numbers
  • Integration
  • My Docs & Media
Notes:
  • My Docs & Media is currently marked Coming Soon in the client portal.
  • Integration only appears if the partner enables it in the customer’s Features & Add-ons settings.
  • The customer only sees the integration apps the partner allowed for that account.

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Settings & Security section

The client portal always includes:
  • Settings
Additional items appear conditionally:
  • Billing & Payments
  • API Keys
  • AI Gateway
Important:
  • Team members without settings permissions may not see the full Settings & Security section.

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When Billing & Payments appears

Billing & Payments is not a manual menu toggle in Features & Add-ons. It appears once the customer has active portal credentials / portal access. Inside Billing & Payments, the customer can access these tabs:
  • Invoices
  • Subscriptions
  • Usage
  • AI Credits
  • Payment Methods
Whitelabel billing AI Credits tab

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What customers can do in Billing & Payments

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Invoices

Customers can:
  • View invoice history
  • Open hosted invoice pages
  • Pay eligible invoices
  • See payment status updates

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Subscriptions

Customers can:
  • Review active subscriptions
  • See billing periods or next billing dates
  • Cancel eligible subscriptions

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Usage

The Usage tab shows customer-side usage reporting.

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AI Credits

The AI Credits tab lets customers:
  • View Current Balance
  • View Monthly Allocation
  • View Total Used
  • Review recent credit transactions
  • Click Purchase Credits

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Payment Methods

The Payment Methods tab lets customers:
  • Add a payment method
  • Set a default payment method
  • Delete saved payment methods
If a default payment method exists, the UI explains that it can be auto-charged for new invoices.

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When API Keys appears

The API Keys menu appears only when both of these are enabled for the customer:
  • API Access
  • API Keys menu visibility
If API Access is disabled, the API Keys visibility toggle cannot be enabled.

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When AI Gateway appears

The AI Gateway menu appears only when all of these conditions are true:
  • The partner enabled Customer Self-Service API Keys in the partner AI Gateway page
  • The customer has AI Credits Enabled
  • The customer has AI Gateway enabled in Features & Add-ons
This is separate from the standard API Keys menu.

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AI Gateway depends on AI Credits

If the customer does not have AI Credits enabled:
  • The AI Gateway menu should not appear
  • The partner-side AI Gateway visibility toggle remains disabled

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Pricing visibility interaction

When AI Credits Enabled is turned on for a customer:
  • Show Pricing Information is turned off
  • The pricing-information toggle stays disabled while AI Credits remain enabled
See Features, add-ons, and menu visibility for the partner-side controls.

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What customers see on the AI Gateway page

The customer-side AI Gateway page includes:
  • A hero card with OpenAI Compatible, Pay with Credits, and Instant Access
  • A credits reminder that links back to Billing
  • A zero-credit warning state when balance is 0
  • A Generate Key action
  • A list of the customer’s existing gateway keys
Whitelabel AI Gateway overview

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Zero-credit state

If the customer’s AI Credit balance is zero, the page warns that:
  • API requests will be rejected
  • The customer must add credits before using AI Gateway
Whitelabel AI Gateway zero credits

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How customer key creation works

When the customer clicks Generate Key, the customer-facing modal asks for:
  • Key Name
  • Allowed Models
It does not ask the customer to enter a budget. That is because customer-created keys are pay-as-you-go from the customer’s AI Credits, not a partner-entered budget box. Whitelabel AI Gateway create key modal

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After creation

After a key is created:
  • The virtual key is shown once
  • The customer must copy it immediately
  • The key then appears in the Your API Keys list
If the key becomes suspended, the UI tells the customer to top up credits in Billing.

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Request API Gateway URL

The customer page also includes a helper card for requesting the gateway base URL from the team. Use this when the customer has a key but still needs the full connection URL for their application.

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Partner deposit behavior behind customer self-service

Even though customers create their own keys, the partner-side system still reserves a fixed deposit per customer-created key. Current behavior:
  • Each customer-created key reserves 1,000 Knotie Credits from the partner balance
  • If the partner balance falls below that reserve threshold, customer-created keys can be suspended until the partner tops up
This is configured from the partner-side AI Gateway page, not from the customer portal. When customers ask why they do or do not see AI Gateway, confirm these in order:
  1. Customer portal access is enabled
  2. AI Credits Enabled is on for that customer
  3. The customer’s AI Gateway visibility toggle is on
  4. The partner has enabled Customer Self-Service API Keys