> ## Documentation Index
> Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt
> Use this file to discover all available pages before exploring further.

# Client portal navigation, billing, and AI Gateway

> Understand which customer-side menus appear in the whitelabel portal, how Billing & Payments works, and when AI Gateway is visible.

## 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

## Core sidebar items

These items are always shown in the client portal:

* **Dashboard**
* **Detailed Usage**
* **Conversations**

## 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.

## 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.

## 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**

<img src="https://mintcdn.com/kno2getherlabsltd/REd3R6wjfYwFbcWt/images/screenshots/whitelabel-billing-ai-credits.png?fit=max&auto=format&n=REd3R6wjfYwFbcWt&q=85&s=a98190b2b28f719705afdb0525cf4f87" alt="Whitelabel billing AI Credits tab" width="3080" height="1363" data-path="images/screenshots/whitelabel-billing-ai-credits.png" />

## What customers can do in Billing & Payments

### Invoices

Customers can:

* View invoice history
* Open hosted invoice pages
* Pay eligible invoices
* See payment status updates

### Subscriptions

Customers can:

* Review active subscriptions
* See billing periods or next billing dates
* Cancel eligible subscriptions

### Usage

The **Usage** tab shows customer-side usage reporting.

### AI Credits

The **AI Credits** tab lets customers:

* View **Current Balance**
* View **Monthly Allocation**
* View **Total Used**
* Review recent credit transactions
* Click **Purchase Credits**

### 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.

## 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.

## 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.

### 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

### 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](/partner-portal/customers/features-addons-and-menu-visibility) for the partner-side controls.

## 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

<img src="https://mintcdn.com/kno2getherlabsltd/REd3R6wjfYwFbcWt/images/screenshots/whitelabel-ai-gateway-overview.png?fit=max&auto=format&n=REd3R6wjfYwFbcWt&q=85&s=713cc1d9286b46252034e379d1c64413" alt="Whitelabel AI Gateway overview" width="3030" height="1550" data-path="images/screenshots/whitelabel-ai-gateway-overview.png" />

### 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

<img src="https://mintcdn.com/kno2getherlabsltd/PZOgwOrKQlP2jHH4/images/screenshots/whitelabel-ai-gateway-zero-credits.png?fit=max&auto=format&n=PZOgwOrKQlP2jHH4&q=85&s=97c3477680426d7f056ac8afe4f0344a" alt="Whitelabel AI Gateway zero credits" width="713" height="725" data-path="images/screenshots/whitelabel-ai-gateway-zero-credits.png" />

## 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.

<img src="https://mintcdn.com/kno2getherlabsltd/REd3R6wjfYwFbcWt/images/screenshots/whitelabel-ai-gateway-create-key.png?fit=max&auto=format&n=REd3R6wjfYwFbcWt&q=85&s=832f62216ae1bbe305e1aba5ccb8eef3" alt="Whitelabel AI Gateway create key modal" width="1280" height="1640" data-path="images/screenshots/whitelabel-ai-gateway-create-key.png" />

### 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**.

### 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.

## 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.

## If AI Gateway isn't showing for a customer

If a customer expects **AI Gateway** but doesn't see it, check 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**

## Related pages

* [AI Gateway](/partner-portal/ai-gateway)
* [Features, add-ons, and menu visibility](/partner-portal/customers/features-addons-and-menu-visibility)
* [Whitelabel subdomain](/customer-management/whitelabel-subdomain)
