SaaS portal mode

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What SaaS Portal Mode is for

SaaS Portal Mode transforms your whitelabel portal into an enterprise-grade funnel experience with:

• Automated prospect onboarding
• Self-service customer signup
• Built-in AI Receptionist landing pages
• Free trial capabilities
• Advanced conversion tracking

This mode is ideal for agencies running a “productized” SaaS offering instead of traditional done-for-you services.

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Portal modes explained

Knotie AI Pro offers three portal modes:

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Basic Mode (Default)

• Traditional customer management portal
• Manual customer onboarding
• Simple, straightforward interface
• Available on all plans

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Professional Mode

• Enhanced portal with premium branding
• Advanced customization options
• Professional theme templates
• Available on Starter and above

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SaaS Mode (Enterprise)

• Full funnel automation
• Self-service signup flows
• AI Receptionist landing pages
• Prospect management system
• Available on Starter, Pro, Enterprise, Ultimate tiers

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Prerequisites

To use SaaS Portal Mode, you need:

1. Paid plan – Starter, Pro, Enterprise, or Ultimate tier
2. Whitelabel portal configured – Subdomain or custom domain set up
3. Stripe Connect – For processing customer payments (optional but recommended)
4. Manual enablement – Special offers may provide SaaS mode access on lower tiers

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Enable SaaS Portal Mode

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Step 1: Select SaaS mode

1. Go to Settings → Whitelabel.
2. Find the Portal Mode section.
3. Click on SaaS Portal.
4. If you don’t have access, you’ll see an upgrade prompt.

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Step 2: Configure SaaS settings

Once SaaS mode is selected, the SaaS Portal Configuration section appears:

1. Character Name (Optional)
   • Add a character name for personalized branding (e.g., “Sarah”, “Alex”)
   • If left empty, uses your business name
   • This appears in the AI Receptionist onboarding flow
2. Free Trial Enabled
   • Toggle ON to show “Start Free Trial” button on landing page
   • Allows prospects to try before buying
   • Default: Enabled
3. SaaS Onboarding Enabled
   • Toggle ON to enable the 9-step onboarding flow
   • Prospects fill out business info, connect knowledge base, etc.
   • Auto-deploys AI agent when complete
4. Free AI Credits
   • Set initial credits for new signups (e.g., 50, 100, 500)
   • Helps prospects test without payment
   • Default: 50 credits
5. Pricing Model
   • Subscription – Monthly/annual plans
   • Pay-as-you-go – Usage-based billing
   • Fixed Price – One-time setup fee
6. Pay-as-you-go Rate
   • Set rate per minute if using pay-as-you-go model
   • Example: $0.10 per minute
   • Only applies if pricing model is “Pay-as-you-go”

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Step 3: Configure agent tier

Choose which AI agent tier prospects get:

• Essentials – Basic AI capabilities
• Professional – Enhanced features
• Enterprise – Full capabilities

This determines what’s available to customers who sign up through your SaaS portal.

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Step 4: Save configuration

1. Scroll to the bottom.
2. Click Save Settings.
3. SaaS mode is now active on your whitelabel portal.

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SaaS portal features

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AI Receptionist landing page

When SaaS mode is enabled, your portal includes a landing page at:

• https://yoursubdomain.knotie-ai.pro/
• https://portal.yourdomain.com/

Features:

• Hero section with your branding
• “Start Free Trial” button
• Feature highlights
• Testimonials (if configured)
• Pricing information

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9-step onboarding flow

The 9-step onboarding flow is available only in SaaS portal mode.

Prospects who click “Start Free Trial” go through a guided onboarding:

1. Business Info – Company name, website
2. Website Verification – Validate business website
3. Contact Details – Email, phone
4. Service Categories – What the business offers
5. Knowledge Base – Upload FAQs, documents
6. Greeting Setup – Configure AI greeting message
7. Information Collection – What data to collect from callers
8. Communication Settings – Email/SMS preferences
9. Summary & Deploy – Review and activate

At Step 3: Prospect converts to Customer (moves from Prospects tab to Customers tab) At Step 9: AI Agent auto-deploys and is ready to handle calls

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Prospect management

Track prospects through the funnel:

1. Go to Customer List → Prospects (Enterprise feature).
2. View all prospects and their current step.
3. See which prospects are stuck or need help.
4. Follow up to increase conversion rates.

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Experience aliases

SaaS mode supports multiple “experiences” with different configurations:

• / – Default AI Receptionist
• /assistant – Custom assistant experience
• /chatbot – Chat-focused experience

Each experience can have its own:

• Landing page
• Onboarding flow
• Pricing
• Feature set

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SaaS mode vs Basic mode

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Auto-deploy configuration

When SaaS onboarding is enabled, auto-deploy activates AI agents automatically:

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How auto-deploy works

1. Prospect completes Step 9 – All onboarding steps finished
2. System validates – Checks for credits, phone number, agent configuration
3. Agent deployed – AI Receptionist is activated
4. Customer notified – Email confirmation sent (if configured)
5. Ready for calls – Agent starts handling calls immediately

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Auto-deploy requirements

For auto-deploy to work, ensure:

• Free AI Credits configured – Customers need credits to use the agent
• Default agent selected – Set which agent template to deploy
• Phone number assignment – Configure number provisioning (optional)

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Pricing model configuration

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Subscription pricing

For subscription-based SaaS:

1. Set Pricing Model to “Subscription”.
2. Configure subscription plans in Subscription Plans section.
3. Add monthly/annual tiers (Basic, Pro, Enterprise).
4. Enable Stripe for recurring billing.

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Pay-as-you-go pricing

For usage-based billing:

1. Set Pricing Model to “Pay-as-you-go”.
2. Set Pay-as-you-go Rate (e.g., $0.10 per minute).
3. Customers are charged based on actual usage.
4. Requires AI Credits system enabled.

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Fixed price

For one-time setup fees:

1. Set Pricing Model to “Fixed Price”.
2. Configure one-time pricing in your billing settings.
3. Customers pay upfront for setup.

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Advanced SaaS settings

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Language selection

Configure portal language:

• Basic Portal Language – For Basic/Professional modes
• SaaS Portal Language – For SaaS mode specifically

Supported languages: English, Spanish, French, German, Portuguese, etc.

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Custom branding

Enhance your SaaS portal with:

• Custom logo – Upload your brand logo
• Primary color – Set brand color scheme
• Portal title – Custom portal name
• Portal slogan – Tagline for landing page

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Testimonials and social proof

Add credibility:

• Customer testimonials – Success stories
• Testimonial images – Customer logos
• More testimonials URL – Link to full testimonials page
• Community URL – Link to your community/forum

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Monitoring SaaS performance

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Key metrics to track

1. Prospect conversion rate – Prospects → Customers
2. Onboarding completion rate – % reaching Step 9
3. Drop-off points – Where prospects abandon
4. Average time to activation – Days from signup to deployment
5. Free trial conversions – Free → Paid

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Analytics

Monitor in:

• Agent Analytics – Usage by customer
• Prospects page – Funnel performance
• Customer List – Active customers

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Troubleshooting

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SaaS mode not available

• Upgrade required – You’re on Free Forever plan, upgrade to Starter or above
• Contact support – Request manual SaaS mode enablement

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Landing page not showing

• Portal mode not saved – Verify SaaS mode is selected and saved
• DNS not configured – Check custom domain is verified
• Cache issue – Clear browser cache and try in incognito mode

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Onboarding flow not working

• SaaS Onboarding disabled – Toggle “SaaS Onboarding Enabled” to ON
• Missing configuration – Ensure all SaaS settings are filled in
• Free credits not set – Configure Free AI Credits amount

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Auto-deploy failing

• Insufficient credits – Increase Free AI Credits allocation
• No agent selected – Configure default agent template
• Integration missing – Check provider API keys are configured

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Best practices

• Test the full funnel – Go through onboarding as a prospect before going live
• Set appropriate free credits – Enough to test but not too much to abuse
• Monitor drop-off points – Improve steps where prospects abandon
• A/B test pricing – Try different models and rates
• Provide clear value propositions – Explain benefits on landing page
• Optimize for mobile – Many prospects will sign up on mobile devices

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Related pages

• Whitelabel Subdomain – Basic portal setup
• Prospects – Managing prospects in the funnel
• Customer Credit Plans – Configure pricing packages
• Subscription Plans – Monthly/annual billing