Auto-deploy

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What Auto-Deploy is for

Auto-Deploy automatically activates AI agents for customers who complete the full 9-step SaaS onboarding process. This eliminates manual deployment work and provides instant activation for self-service customers. Use auto-deploy when:

• Running a SaaS portal with self-service onboarding
• You want customers to get instant access after signup
• You have sufficient credits to cover deployments

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How auto-deploy works

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The deployment flow

1. Customer completes Step 9 – All onboarding steps finished
2. System checks prerequisites – Validates credits, configuration
3. Job queued – Deployment added to KnotieManager queue
4. Agent deployed – AI Receptionist activated automatically
5. Customer notified – Confirmation email sent (if configured)

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Deployment statuses

Customers can have different deployment statuses:

• not_started – Onboarding not complete
• queued – Deployment job is in queue
• pending_credits – Waiting for sufficient credits
• agent_ready – Agent deployed but awaiting phone number
• completed – Fully deployed and operational
• failed – Deployment encountered an error

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Prerequisites for auto-deploy

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1. SaaS Portal Mode enabled

Auto-deploy requires SaaS mode:

1. Go to Settings → Whitelabel.
2. Select SaaS Portal mode.
3. Enable SaaS Onboarding.

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2. Sufficient credit balance

Your partner account needs minimum credits: Free Forever partners:

• 1000 cents ($10) Telephony Credits
• 200 Knotie Credits

Paid tier partners:

• 500 cents ($5) Telephony Credits
• 200 Knotie Credits

If credits are insufficient, deployment status becomes pending_credits.

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3. Auto-deploy enabled

Toggle auto-deploy in whitelabel settings:

1. Go to Settings → Whitelabel.
2. In SaaS Portal Configuration, find Auto-Deploy Enabled.
3. Toggle to ON.
4. Save settings.

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Enable auto-deploy

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Step 1: Configure SaaS settings

1. Navigate to Settings → Whitelabel.
2. Select SaaS Portal mode.
3. Configure:
   • SaaS Onboarding Enabled – Toggle ON
   • Free AI Credits – Set initial credits (e.g., 50)
   • SaaS Agent Tier – Choose agent capability level

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Step 2: Enable auto-deploy

1. In the SaaS Portal Configuration section.
2. Find Auto-Deploy Enabled toggle.
3. Set to ON.
4. Click Save Settings.

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Step 3: Ensure credit availability

1. Check your credit balance in Credits page.
2. Top up if below minimum thresholds.
3. Set up low-credit alerts to avoid deployment failures.

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What happens during auto-deploy

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Phase 1: Customer completes onboarding

When a customer finishes Step 9:

1. Customer data is validated.
2. AI credits are enabled for the customer.
3. Deployment status is determined.

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Phase 2: Credit validation

System checks partner credit balance: If sufficient credits:

• Deployment status → queued
• Job sent to KnotieManager

If insufficient credits:

• Deployment status → pending_credits
• Email notification sent to partner
• Customer can still access portal but agent is inactive

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Phase 3: Deployment execution

KnotieManager processes the job:

1. Agent creation – AI agent configured based on onboarding data
2. Knowledge base setup – Customer’s uploaded documents processed
3. Voice selection – AI voice assigned based on agent tier
4. Integration configuration – Tools and integrations activated
5. Final validation – System checks all components

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Phase 4: Completion

On success:

• Deployment status → completed
• Customer can make/receive calls
• Confirmation email sent

On failure:

• Deployment status → failed
• Error logged for review
• Support notification sent

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Monitor deployment status

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In Customer List

View deployment status for each customer:

1. Go to Customer List.
2. Each customer shows a status badge:
   • Queued – Deployment in progress (spinning icon)
   • Pending Credits – Waiting for credits (amber)
   • Agent Ready – Deployed successfully (green)
   • Completed – Fully operational (green)
   • Failed – Deployment error (red)

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Continue deployment manually

If a customer is pending_credits, you can resume deployment:

1. Top up your credits.
2. Find the customer in Customer List.
3. Click Continue Deployment button.
4. System re-queues the deployment job.

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Deployment notifications

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Insufficient credits notification

When auto-deploy fails due to insufficient credits, you receive an email: Subject: ⚠️ Auto-Deployment Pending - Credits Required - [Customer Name] Contains:

• Customer details
• Current credit balance
• Minimum required credits
• Link to top up credits

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Deployment failure notification

If deployment fails for other reasons, support receives notification with:

• Customer information
• Error details
• Troubleshooting steps

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Credit requirements explained

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Why minimum credits are required

Auto-deploy requires upfront credits to ensure:

• Agent can be activated without interruption
• Customer has immediate access to services
• No failed deployments due to insufficient funds

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How credits are consumed

During auto-deploy:

1. Telephony Credits – Phone number provisioning, call routing setup
2. Knotie Credits – AI agent processing, knowledge base embedding, tool initialization

The exact amount consumed depends on:

• Agent tier selected
• Knowledge base size
• Number of integrations
• Tool complexity

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Free AI Credits for customers

Customers receive Free AI Credits (configured in SaaS settings):

• These are separate from your partner credits
• Used for initial testing and onboarding calls
• Configurable per partner (default: 50 credits)

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Troubleshooting

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Auto-deploy not triggering

Possible causes:

• Auto-Deploy toggle is OFF
• SaaS Onboarding not enabled
• Customer didn’t complete all 9 steps
• Partner credits below minimum threshold

Solution:

1. Verify auto-deploy is enabled in Settings → Whitelabel.
2. Check customer completed Step 9 in Prospects list.
3. Confirm credit balance meets minimums.

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Deployment stuck in “queued”

Possible causes:

• KnotieManager queue backlog
• Network issues
• Configuration errors

Solution:

1. Wait 5-10 minutes for queue processing.
2. Check deployment status in Customer List.
3. Contact support if stuck for >30 minutes.

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Deployment failed

Possible causes:

• Invalid customer data
• Missing required integrations
• Agent configuration errors
• Knowledge base processing failure

Solution:

1. Review customer’s onboarding data for completeness.
2. Check error message in deployment logs.
3. Manually configure missing elements.
4. Retry deployment from Customer List.

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Credits deducted but agent not deployed

Possible causes:

• Deployment job failed mid-process
• Credits consumed for partial setup

Solution:

1. Check Customer List for deployment status.
2. Review credit history for transaction details.
3. Manually complete deployment if needed.
4. Contact support for credit refund if applicable.

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Manual deployment fallback

If auto-deploy is disabled or fails, you can deploy manually:

1. Go to Customer List.
2. Select the customer.
3. Click Manage.
4. Go to Deployment tab.
5. Configure agent settings manually.
6. Click Deploy Agent.

This gives you full control over the deployment process.

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Best practices

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Credit management

• Maintain buffer – Keep 5-10x minimum credits for multiple deployments
• Set up alerts – Configure low-credit notifications
• Monitor consumption – Track credit usage per deployment
• Automate top-ups – Use recurring payments for credit purchases

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Deployment monitoring

• Check daily – Review pending deployments each morning
• Follow up quickly – Address pending_credits status within hours
• Track success rate – Monitor deployment success vs failure ratio
• Optimize onboarding – Reduce friction points causing deployment failures

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Customer experience

• Set expectations – Inform customers deployment may take 5-10 minutes
• Provide generous free credits – Allow thorough testing before purchase
• Send confirmation emails – Notify when deployment completes
• Offer support – Be available for questions during initial setup

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Auto-deploy vs manual deployment

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Related pages

• SaaS Portal Mode – Configure SaaS mode
• Prospects – Track onboarding progress
• Credits Management – Top up credits
• Deployment Status Tracking – Monitor deployments