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What the Partner Portal is

The Partner Portal is where you run Knotie AI Pro as an agency: onboard customers, connect AI agent providers, manage phone numbers, track usage, and handle billing. If you’re new, your goal is simple:
  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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What each sidebar item is for

  • Dashboard
    • Your “home base” for a quick health check (customers, usage, credits).
    • Quick onboarding and onboarding progress.
  • Customer List
    • Manage active customers.
    • Create new customer accounts and control portal access.
    • Enterprise plans may also include Prospects.
  • Phone Numbers
    • Import or manage phone numbers.
    • Assign numbers to customers and link numbers to agents.
  • Billing & Invoices
    • Create and send invoices to customers.
    • Track invoice status (sent, paid, overdue).
    • Metered Billing is a separate section for usage-based plans (may be in development).
  • Agent Analytics
    • See call counts, duration, and cost breakdown.
    • Useful for pricing, margin checks, and diagnosing spikes.
  • Credits
    • Manage Knotie Credits and Telephony Credits.
    • Purchase credits, view history, and configure low-balance alerts.
  • Manage AI Agents
    • Your “AI provider hub” for Retell, VAPI, Ultravox, ElevenLabs, GHL, and N8N.
    • Import agents, create agents, map them to customers, and test.
  • Marketing
    • Ready-to-use assets to help you sell voice AI.
    • Some items may show “Coming Soon” until fully released.
  • 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
    • API Keys (Partner API keys for MCP/API access)
    • Email Domain Management
    • White-Label Portal (if enabled)

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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

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