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Documentation Index

Fetch the complete documentation index at: https://docs.knotie-ai.pro/llms.txt

Use this file to discover all available pages before exploring further.

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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 first toggle is:
  • Enable Customer Portal
This controls whether the customer can access their own portal. If portal access cannot be enabled yet, the modal returns an eligibility error instead of silently turning the setting on.

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Add-on feature toggles

The modal currently includes these add-on controls:
  • Advanced AI Analytics
  • Detailed Call Analysis
  • Action Point Analysis
  • API Access
  • Knowledge Base Processing - shown as coming soon
Notes:
  • Advanced AI Analytics can be blocked at the partner level until the partner enables that capability first.
  • Knowledge Base Processing is present in the UI but grayed out as coming soon.

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Premium add-ons

The same panel also includes premium add-ons. At the moment, the customer modal includes:
  • Twitter / X Integration
This is presented as a paid add-on with customer-level billing.

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AI Credit Management

The AI credit section includes:
  • AI Credits Enabled
  • Enable Notifications
  • Low Credit Threshold
Turning on AI Credits Enabled changes pricing behavior for that customer. When enabled:
  • The customer is charged using AI Credits instead of dollar pricing
  • Show Pricing Information is forced off
  • The customer becomes eligible for AI Gateway menu visibility
Low-credit notifications:
  • Whitelabel email alerts can be enabled
  • The threshold is configured in credits remaining
Important dependency:
  • If AI Credits Enabled is turned off again, AI Gateway is also turned off for that customer.

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Pricing information visibility

The panel also includes:
  • Show Pricing Information
This controls whether pricing/cost information is shown in the customer portal. Rule:
  • If AI Credits Enabled is on, Show Pricing Information is disabled.
You can control which sections appear in the customer portal:
  • Knowledge Base
  • Integration
  • Docs & Media
  • Schedule Meeting
  • Phone Numbers
  • API Keys (requires API Access)
  • AI Gateway (requires AI Credits)

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API Keys visibility rule

The API Keys menu can only be enabled when API Access is enabled. If API Access is turned off:
  • The API Keys menu is automatically turned off
  • The API Keys visibility toggle stays disabled until API Access is turned back on

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AI Gateway visibility rule

The AI Gateway menu is a separate toggle from API Keys. It is shown in the customer modal as AI Gateway with a Beta badge. The toggle only becomes available when:
  • AI Credits Enabled is on for that customer
The menu’s purpose is:
  • Allow the customer to generate their own AI Gateway API keys
  • Bill that usage through the customer’s AI Credits
For the customer to actually see AI Gateway in their portal, the partner must also enable Customer Self-Service API Keys in the partner-level AI Gateway page.

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Billing & Payments visibility

Billing & Payments is not controlled by a manual toggle in this panel. In the customer portal, it appears after the customer has portal credentials / active portal 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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Screenshots

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