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Getting started
Account & security
Customer onboarding
Partner portal
- Partner Portal overview
- Customer management overview
- Customer info and deal management
- Features, add-ons, and menu visibility
- Customer's portal access
- Billing a customer
- Phone numbers for a customer
- Credits and customer AI credit management
- Embed URLs
- Tool call quota
- Deployment status tracking
- Customer Portal Management
- Credits management
- Phone numbers
- Agent analytics
- Billing and invoices
- Metered billing
- Prospects
- Team management
- API keys (Partner Settings)
- Partner Settings overview
- Subscription and billing
- Integration settings (provider API keys)
- Email settings (SMTP and Domain Email Service)
- Stripe Connect
- Branding settings
- Knowledge base processing configuration
- Marketing resources
- Tutorials
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