Overview
This section contains actionable guides for common partner scenarios. Learn how to leverage Knotie AI Pro to drive sales, automate workflows, enhance customer support, and deliver strategic value. Each playbook is designed to help you implement quickly and effectively — no guesswork, just proven approaches.Available playbooks
Warm-lead outbound calls (GHL)
Call leads within minutes of form submission using Knotie’s native GoHighLevel webhook support.
Retell phone number import
Import Retell-purchased numbers into Knotie for outbound calling with customer assignment and credit tracking.
Agency command center
Run outbound campaigns for multiple clients with clean separation — billing, credits, and reporting per client.
Automated customer onboarding
Use the MCP API to onboard customers, enable portal access, and map agents when a deal closes in your CRM.
Credit-based client billing
Configure per-client AI credits with price markups, low-balance alerts, and optional self-serve top-ups.
VAPI end-to-end journey
Full VAPI integration walkthrough — import, assign to a customer, attach a phone number, place a test call, and verify Agent Analytics + Credits.
What to expect
- Step-by-step workflows — Complete walkthroughs for each use case
- Setup recommendations — Ideal settings and portal configurations
- Implementation assets — Templates and checklists to fast-track execution