Partner Portal overview

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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What the Partner Portal is

1. Get your own account set up.
2. Onboard your first customer.
3. Connect an agent provider (Retell, VAPI, Ultravox, ElevenLabs, GHL, or N8N).
4. Assign a phone number and test calls.
5. Track usage and keep credits topped up.

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Sidebar reference

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What each sidebar item is for

• Dashboard
  • Your “home base” for a quick health check (customers, usage, credits).
  • Quick onboarding and onboarding progress.
  • Access to the Pricing Calculator for cost estimation.
• Customers
  • Manage active customers.
  • Create new customer accounts and control portal access.
  • This section also includes Prospects for eligible plans.
• Billing & Invoices
  • Create and send invoices to customers.
  • Track invoice status (sent, paid, overdue).
  • This section also links to Metered Billing for usage-based billing workflows.
• Credits
  • Manage Knotie Credits and Telephony Credits.
  • Purchase credits, view history, and configure low-balance alerts.
• AI Agents
  • Your “AI provider hub” for Retell, VAPI, Ultravox, ElevenLabs, GHL, N8N, MCP, and migrations.
  • Import agents, create agents, map them to customers, and test.
• Phone Numbers
  • Import or manage phone numbers.
  • Assign numbers to customers and link numbers to agents.
• AI Gateway
  • A dedicated top-level menu for OpenAI-compatible virtual keys.
  • Create partner-owned keys, manage model access, top up budgets, regenerate/revoke keys, and configure customer self-service AI Gateway keys.
• Agent Analytics
  • See call counts, duration, and cost breakdown.
  • Useful for pricing, margin checks, and diagnosing spikes.
• One-Click Experiences
  • A newer service area for launching prebuilt experiences and growth-focused workflows.
  • Availability depends on plan level, and current rollout is still limited.
• Marketing
  • The menu exists for partner-facing sales assets.
  • The current sidebar keeps Demo for Customers visible while other marketing items continue rolling out.
• Tutorials
  • Video tutorials (plus the in-app floating video help).
• Team Management
  • Invite teammates, manage roles, and stay within your plan’s team limit.
• Settings
  • Profile Settings
  • Email Domain Management
  • White-Label Portal (if enabled)
  • AI Gateway is no longer documented as a Settings sub-item. Use the top-level AI Gateway menu instead.

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Pricing Calculator

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How the calculator works

1. Select minutes per month – Choose the expected call volume for the customer.
2. Review cost breakdown – The calculator shows:
   • AI provider costs (Retell, VAPI, Ultravox, ElevenLabs, etc.)
   • Email notification costs
   • SMS notification costs
   • Platform fees
3. Compare providers – See side-by-side cost comparisons across different AI providers to choose the most cost-effective option for your use case.

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Why use the Pricing Calculator

• Accurate quoting – Give customers realistic pricing before they commit.
• Margin planning – Understand your costs to set profitable markups.
• Provider selection – Compare costs across providers to optimize your stack.

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A simple “first week” setup checklist

1. Complete Signup and enable Passkeys and MFA.
2. Add your first customer using Customer List.
3. Set up portal access (subdomain or custom domain).
4. Import or create an AI agent.
5. Add/assign a phone number.
6. Check Agent Analytics and Credits.

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Tips

• If you see a feature marked Locked or “Upgrade required,” it usually means your current plan doesn’t include it.
• Use the floating video help in the Partner Portal for page-specific walkthroughs.

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Screenshots