Customer info and deal management

​

Where to find it

1. Open Customers in the Partner Portal sidebar (expands to Active Customers + Prospects — the page most actions live on is Active Customers).
2. Click Manage on a customer’s card.
3. A modal opens with 9 tabs: Customer Info, Deal Management, Features & Add-ons, Billing, Phone Numbers, Credits, Embed URLs, Deployment, and Reports.
4. Navigate between tabs to access different settings.

​

Customer Info tab

Use Customer Info to update customer data like:

• First name, last name, email
• Company name
• Business phone
• Business details (monthly call volume, primary use case, CRM system, phone system)
• Call Complexity (Simple / Medium / Complex)
• Deployment timeline

​

Account management fields

The modal includes fields such as:

• Processing Status
  • Submitted
  • Processing
  • Additional Info Requested
  • Under Review
  • Regulatory approval submitted
  • Regulatory approval completed
  • Business Agreement Established
  • Under Development
  • System under review
  • Voice AI Agent Live
• Custom Automation
  • A notes field for custom automation requirements.

​

Pricing breakdown (read-only)

The UI shows a Pricing Breakdown panel including:

• Total Estimated Cost
• Platform Fee
• Voice AI Cost
• Telephony Cost
• Email Cost
• SMS Cost

This is useful for internal estimation and margin planning. All values are computed, not editable.

​

Deal Management tab

Use Deal Management to control sales-stage fields like:

• Deal Status
  • Pending
  • Agreed
  • Failed
• Billing Type
  • Monthly Recurring
  • One-time Payment
• Agreed Price — the price you’ve agreed with the customer
• Estimated Price — computed estimate (read-only)

Notes:

• “Deal Notes” is currently marked as Coming soon.

​

Best practices

• Keep Processing Status up to date so your team knows where each customer is in the delivery pipeline.
• Use Agreed Price to record the price you’ve signed off with the customer.

​

Screenshots