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What Prospects is for

Prospects shows people who started your SaaS portal onboarding flow but haven’t become full customers yet. This is useful if you’re running a “productized” offer (agency-as-a-SaaS) and want to:
  • See who started onboarding
  • See where they dropped off
  • Follow up and convert them

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Plan requirement

Prospects is an Enterprise feature. If you’re not on an Enterprise tier, the page shows an upgrade message.

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Where to find it

In the Partner Portal sidebar:
  • Customer List
    • Prospects (Enterprise)

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What you’ll see

On the Prospects page, you’ll typically see:
  • Prospect business name
  • Contact details (email/phone)
  • Current onboarding step
  • Status (in progress vs completed)

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Understanding the onboarding step

The UI maps steps to names such as:
  • Business Info
  • Website Verification
  • Contact Details
  • Service Categories
  • Knowledge Base
  • Greeting Setup
  • Information Collection
  • Communication Settings
  • Summary & Deploy
Use the step name to decide the right follow-up message.

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How to use Prospects (simple workflow)

  1. Open Prospects.
  2. Sort by most recent.
  3. Click View to open details.
  4. Follow up with:
    • A short help message (if they’re stuck)
    • A quick call invite (if they’re close to completion)

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Viewing business details

When you click View on a prospect, you can see their complete business information:
  • Business name and contact details
  • Website URL
  • Current onboarding step
  • Service categories selected
  • Any notes or custom fields they’ve filled in
Prospect Details Modal

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Free AI Credits allocation

You can allocate Free AI Credits to prospects to help them get started without any upfront cost:
  1. Open the prospect’s details.
  2. Find the Free AI Credits section.
  3. Set the amount of credits you want to allocate.
  4. Save changes.
This is useful for:
  • Trial periods – Let prospects test the AI before committing.
  • Onboarding incentives – Reduce friction during signup.
  • Demo accounts – Give sales demos without affecting your main credits.

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Committed Memberships

Committed Memberships offer a reduced price rate for prospects who commit to longer-term plans. If you’re interested in offering Committed Memberships to your prospects, please contact us for pricing and setup details.

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Tips

  • Treat prospects like “warm leads”—they already showed intent.
  • Keep follow-ups helpful and specific (“Need help connecting your knowledge base?”).
  • Use Free AI Credits strategically to convert high-value prospects.

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Screenshots

Prospects Page