What customer management is
In Knotie AI PRO, Customer Management is everything you can control for a specific customer after they’ve been created. Most partner actions live in the Customer List page under a customer’s Manage modal.Where to find customer actions
You’ll typically use one of these locations:- Customer List →Active Customers → Manage
- This opens a multi-tab management modal.
- Customers → Customer Portal Management
- This is for creating customer login credentials and sending invitation emails.
What you can manage per customer
The customer management modal is organized into tabs:- Customer Info
- Deal Management
- Features & Add-ons
- Billing
- Phone Numbers
- Credits
- Embed URLs
- Tool Call Quota (only appears if Integration is enabled)
- Deployment
Common prerequisites
Some features require setup elsewhere:- Customer Portal actions require your Whitelabel portal to be configured.
- Billing inside the customer modal requires Stripe Connect.
- API Keys menu visibility requires API Access to be enabled for the customer.
Screenshots
