Introduction

In this detailed overview, we explore how partners can effectively manage their workspaces within a platform that offers customizable domains, flexible plans, and seamless billing options.

This guide is designed to help partners understand the core features, setup procedures, and management tools necessary to optimize their workspace offerings.

Whether you're setting up new workspaces or overseeing existing ones, this summary provides a structured approach to maximize efficiency and profitability.

Key Concepts and Features

1. Custom Domains and Sign-Up Pages

• Unique Domains: Each partner has a personalized subdomain, typically formatted as yourdomain.com/register.

• Integration: This URL should be embedded into your official website, allowing customers to register directly.

• Free Workspace Access: Customers registering through this link receive free access to the workspace with no credit card required, fostering easy onboarding.

2. Free Trial and Basic Plans

• 14-Day Free Trial: All new workspaces start with a 14-day free trial that includes all pro features.

• Unlimited Creation: Partners can create unlimited workspaces and assign custom domains without restrictions during the trial.

• Post-Trial Transition: After the trial, workspaces automatically transition to the free plan unless upgraded.

3. Workspace Plans and Features

• Pro Plan: Includes full features during the trial, with no limits on workspace creation.

• Post-Trial: Users can subscribe to paid plans or revert to the free plan.

4. Subscription and Billing Management

• Subscription Process: Users can upgrade during or after the free trial via a checkout page.

• Checkout Setup: Partners can customize their checkout pages to include their pricing, profit margins, and automation.

• Billing Cycle: The platform supports auto-renewal, with billing based on the current plan and add-ons.

5. Workspace Management in Backend

• Access: Partners log into their main workspace dashboard.

• Navigation: Under Web Level Settings, select the Workspaces tab.

• Search Filters: Search by:

  • Free or paid status

  • Custom domain

  • Workspace name

  • Workspace ID

  • Owner's email

6. Workspace Overview and Controls

• Plan Types: Displayed with associated bidding cycles (current payment status).

• Metrics: View bot users, members, and subscribers.

• Add-Ons: Extra bots or members are highlighted in red if purchased.

• Auto-Renew: Toggle to control whether billing renews automatically at cycle end.

7. Pricing and Custom Plans

• Partner Cost: Partners see cost prices (not visible to customers).

• Customer Pricing: Partners set their own pricing on their checkout pages, adding profit margins.

• Flexible Plans: Offer different plans based on:

  • Number of bots

  • Number of subscribers

  • Number of members

8. Add-Ons and Extra Features

• Bots: Extra bots available at:

  • $5/month for 1,000 bots

  • $30/month for 10,000 bots

• Members: Additional members at $5/month each.

• Usage Management: Adding add-ons deducts credits from the partner’s wallet automatically.

9. Customizing Plans and Pricing

• Partners can design their own plans by adjusting:

  • Number of bots

  • Subscribers

  • Members

• After configuring, partners submit their plans to support for manual setup.

• Once active, customers can switch plans via the platform.

Summary

Managing workspaces as a partner involves understanding the setup process, pricing strategies, and backend controls. By leveraging custom domains, free trials, and flexible billing, partners can create a scalable and profitable environment for their clients. The platform’s backend tools facilitate easy management of plans, add-ons, and billing cycles, ensuring a smooth experience for both partners and customers.

Questions? If you need further assistance, support is available to help you optimize your workspace management. Stay tuned for upcoming tutorials on checkout automation and advanced billing setups.

In summary:

• Create and customize your workspace URLs for seamless customer registration.

• Offer free trials to attract users and showcase features.

• Manage plans and add-ons efficiently through the backend dashboard.

• Set your own pricing to maximize profit margins.

• Control billing cycles with auto-renew options.

• Design flexible plans based on bots, subscribers, and members.

• Support customer plan switching for flexibility and retention.

By mastering these tools and strategies, partners can maximize workspace utilization, enhance customer satisfaction, and drive revenue growth within the platform.