Where to find it
- Open Customers.
- Select a customer.
- Open Manage.
- Go to Features & Add-ons.
Customer Portal toggle
The section includes:- Enable Customer Portal
Add-on feature toggles
The modal includes toggles for:- Advanced Analytics
- Detailed Call Analysis
- Action Point Analysis
- API Access
API Keys visibility depends on API Access
There is also a menu visibility toggle for API Keys, but it can be disabled if API Access is not enabled.AI Credit Management
The modal can enable “credits-based” charging:- AI Credits Enabled
- Pricing information display may be disabled (the UI indicates “Disabled when AI Credits are enabled”).
Low credit notifications
If AI credits are enabled, you can configure:- Enable Notifications
- Low Credit Threshold
Pricing information visibility
The modal includes:- Show Pricing Information
Menu Visibility Options
You can control which sections appear in the customer portal:- Knowledge Base
- Integration
- Docs & Media
- Schedule Meeting
- Phone Numbers
- API Keys (requires API Access)
Knowledge Base storage allocation
When Knowledge Base is enabled, the UI exposes storage controls such as:- Storage usage bar
- Allocated Storage (MB)
- Partner Available
Team management controls
This section also includes:- Enable Team Members
- Maximum Team Members
- Team member list (when enabled)
Screenshots
