Features, add-ons, and menu visibility

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Where to find it

1. Open Customers.
2. Select a customer.
3. Open Manage.
4. Go to Features & Add-ons.

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Customer Portal toggle

The section includes:

• Enable Customer Portal

This controls whether the customer can access their dashboard. If the customer is not eligible for portal access, the modal will show an error explaining why.

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Add-on feature toggles

The modal includes toggles for:

• Advanced Analytics
• Detailed Call Analysis
• Action Point Analysis
• API Access

These features may be treated as add-ons depending on plan/policy.

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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.

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AI Credit Management

The modal can enable “credits-based” charging:

• AI Credits Enabled

When enabled:

• Pricing information display may be disabled (the UI indicates “Disabled when AI Credits are enabled”).

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Low credit notifications

If AI credits are enabled, you can configure:

• Enable Notifications
• Low Credit Threshold

This sends whitelabel email alerts when the customer’s AI credits run low.

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Pricing information visibility

The modal includes:

• Show Pricing Information

Use this when you want the customer portal to show (or hide) pricing/cost info.

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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)

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Embed URLs and portal access

If you plan to generate customer-scoped embed links, first confirm the customer has portal access configured and the account is ready for embedded experiences. Use Embed URLs when you need widget, iframe, or other embedded access links for a specific customer.

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Knowledge Base storage allocation

When Knowledge Base is enabled, the UI exposes storage controls such as:

• Storage usage bar
• Allocated Storage (MB)
• Partner Available

The UI also mentions additional storage pricing (example: “$8/GB”).

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Team management controls

This section also includes:

• Enable Team Members
• Maximum Team Members
• Team member list (when enabled)

If the portal isn’t enabled yet, the UI may show a notice that team members require customer portal access.

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Related pages

• Customer’s Portal Access – Enable and manage customer portal access actions
• Embed URLs – Generate customer-scoped embed tokens and URLs
• API Keys – Partner-level API access for server-side integrations

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Screenshots