Overview
When you first log into the Partner Portal, you’ll see a Getting Started checklist designed to take you from setup to customer-ready—ideally in a single session. Completion Reward: Finish all 6 steps to unlock a special reward (details shown in the checklist).The 6 Onboarding Steps
Follow these steps in order to set up your Knotie AI Pro workspace:1. Customize Your Pod
Go to Settings → Whitelabel and configure your portal branding.2. Onboard Your First Customer
Navigate to Customers and use the Quick Onboard feature to add a customer.3. Import an Agent
Go to AI Agents and create or import your first agent (Retell or VAPI).4. Review Analytics
Visit AI Usage to confirm data is flowing and review your usage metrics.5. Complete Email Whitelabeling
Go to Settings → Email Domain and configure your custom email domain.6. Set Up Payments
Navigate to Settings and connect Stripe when you’re ready to start charging customers.Helpful Tips
Need help? Click the floating tutorial video button in the bottom-right corner. It provides a quick walkthrough for whatever page you’re currently viewing. Work at your own pace: Your progress is automatically saved, so you can complete the checklist gradually across multiple sessions.Screenshots
