What Platform Configuration is
The Platform Configuration card in Partner Settings gives you two controls in one place:- Dashboard Mode selector — picks the overall layout and feature set your customers’ portal uses.
- Default menu customizer — controls exactly which sidebar menu items new customers have toggled on when they are created.
Rolling out. Platform Configuration (Dashboard Modes + per-mode default menus) is being deployed in phases. If your Whitelabel settings still show the legacy Portal Mode card (Basic / Professional / SaaS) instead of the mode cards below, this feature has not yet reached your account. The related per-experience Dashboard Experience picker is already live in Beta — see Per-Experience Customer Dashboards.
Dashboard Modes
Knotie AI Pro supports four dashboard modes. Three are selectable today; JARVIS is an upcoming tier.| Mode | Description | Best for |
|---|---|---|
| Standard | AI-agent portal — the default, focused customer experience. | Partners that purely resell AI voice/chat agents. |
| Agency + Infra | Full menus plus the Infrastructure Dashboard under Management. | Partners reselling both AI agents and VPS / managed infrastructure. |
| Infrastructure | Infrastructure Dashboard replaces the standard AI-agent menus entirely. | Partners whose primary offering is managed infrastructure / VPS. |
| JARVIS ⚡ Upcoming | Autonomous operations mode (in development — not yet available). | Reserved for the future JARVIS platform tier. |
How to set a Dashboard Mode
- In the Partner Portal sidebar, open Settings.
- Go to White-Label Portal.
- Scroll to (or click) Platform Configuration in the Section Navigation Rail.
- Click the mode card you want — Standard, Agency + Infra, or Infrastructure.
- The selected card shows a check-mark (✓) and a blue border.
- The change is saved immediately when you click.
- The Default menu grid below updates automatically to show the features available for the new mode.
Customizing default menus
Below the mode cards is the Default menu for new customers grid. Each item is a sidebar menu entry (or capability flag) that will be toggled on or off for every new customer created under the active mode.Feature groups
The grid has two columns:| Column | Contents |
|---|---|
| Standard | Menu items available in Standard and Agency + Infra modes. Hidden in Infrastructure-only mode. |
| Infrastructure | Items available in all modes (VPS Marketplace, Server Terminal, AI Gateway, AI Memory, MCP Access). |
Standard features
| Feature | What it gives customers | Available modes |
|---|---|---|
| Knowledge Base | Manage the knowledge base that powers their agents. | Standard, Agency + Infra |
| Phone Numbers | Phone-number management page. | Standard, Agency + Infra |
| Integration | Connected-apps / integrations page. | Standard, Agency + Infra |
| My Docs & Media | Documents and media library. | Standard, Agency + Infra |
| Social Planner | Social posting calendar and planner. | Standard, Agency + Infra |
| New Solutions | Curated app-marketplace “New Solutions” menu. | Standard, Agency + Infra |
| Schedule Meeting (Coming Soon) | Meeting scheduler tool. | Standard, Agency + Infra |
| Advanced Analytics | Advanced analytics dashboard. | Standard, Agency + Infra |
| Detailed Call Analysis | Per-call AI analysis of conversations. | Standard, Agency + Infra |
| Action Point Analysis | Extracts action points from conversations. | Standard, Agency + Infra |
| API Access | Allows customers to use the platform API. | Standard, Agency + Infra |
| API Keys | API Keys management page. Requires API Access to be on. | Standard, Agency + Infra |
| Team Members | Lets customers invite team members. | Standard, Agency + Infra |
| Pricing Information | Shows pricing / cost breakdown to the customer. Default on. | Standard, Agency + Infra |
Infrastructure features
| Feature | What it gives customers | Partner gate required |
|---|---|---|
| VPS Marketplace | Buy and manage VPS instances (My Servers, AI Chat). | — |
| Connect Your Server | Connect a BYO VPS via the terminal. | — |
| AI Gateway | Mint AI Gateway keys and manage credit budgets. | AI Gateway master switch must be on |
| AI Memory (My Minds) | Persistent per-customer/agent memory. | AI Memory master switch must be on |
| MCP Access | Mint MCP tokens and view the MCP server URL. | — |
Partner-gated features
AI Gateway and AI Memory require a partner-level master switch to be on first. If the switch is off, the toggle shows a lock icon (🔒) and cannot be changed:- AI Gateway → enable AI Gateway in your partner account settings first.
- AI Memory → enable AI Memory / My Minds in your partner account settings first.
Feature dependencies
API Keys requires API Access to be on — enabling API Keys without API Access has no effect. The UI enforces this automatically: the API Keys toggle is grayed out until API Access is enabled.Saving your defaults
After toggling features, click Save defaults to persist the profile for the active mode. The button is disabled (grayed out) when there are no unsaved changes.
How new customers inherit these defaults
When you create a new customer — via Quick Onboard, the Add Customer modal, or the experience-booking signup flow — the platform resolves the customer’s starting feature set in this order:- Catalog baseline — each feature has a built-in default (most features default off; Pricing Information defaults on).
- → Your per-mode profile — your saved Platform Configuration settings for the active mode override the baseline.
- → Subscription plan overrides — the customer’s plan may enable or lock features.
- → Experience-level overrides — e.g., signing up via the AI Gateway experience enables AI Gateway regardless of the mode profile.
Frequently asked questions
Will changing the mode affect existing customers?
Will changing the mode affect existing customers?
No. Switching the active Dashboard Mode or saving a new default profile only affects new customers created after the save. Existing customers retain their individual feature settings.
Can I turn off a feature for all existing customers at once?
Can I turn off a feature for all existing customers at once?
Not via Platform Configuration — that page controls defaults for new customers only. To update existing customers in bulk, use the per-customer Features, Add-ons & Menu Visibility panel or contact support for a bulk update.
What happens if I have no saved profile for a mode?
What happens if I have no saved profile for a mode?
New customers fall back to the built-in defaults — most features off, with Pricing Information on. Any older AI Gateway or VPS settings on your account are still honored, so nothing breaks if you haven’t saved a profile yet.
JARVIS says 'Upcoming' — when will it be available?
JARVIS says 'Upcoming' — when will it be available?
JARVIS is a future autonomous-operations tier currently in design. There is no ETA yet. The card is shown so you can see where it fits in the mode lineup.