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Introduction
This detailed summary provides an in-depth understanding of how UChat partners can efficiently add and remove add-ons within the platform, whether credit billing is enabled or disabled.
It addresses common questions, offers step-by-step procedures, and highlights critical considerations to ensure smooth management of client subscriptions and add-ons.
Whether you're a seasoned partner or new to the system, this guide aims to clarify the processes, emphasizing best practices and potential pitfalls.
Overview
Managing add-ons in UChat involves two primary scenarios:
When the "Credit Billing" feature is turned OFF
When the "Credit Billing" feature is turned ON
Each scenario has distinct procedures, advantages, and limitations. Proper understanding ensures seamless client management, prevents workspace disruptions, and optimizes platform utilization.
Understanding the "Credit Billing" Feature
Feature | Description | Purpose |
|---|---|---|
Credit Billing ON | Clients manage their add-ons using a points-based wallet system. | Empowers clients to control their subscriptions, auto-renewals, and add-ons. |
Credit Billing OFF | Partners manually add or remove add-ons via API or manual adjustments. | Suitable for partners preferring direct control or manual management. |
Managing Add-Ons with Credit Billing OFF
1. Adding Add-Ons
Step-by-step process:
Access Partner Settings:
Navigate to We Label Settings > Partner Settings.
Locate the Credit Billing toggle and ensure it is OFF.
Via Checkout Page:
Customers select add-ons during purchase.
Payment gateways trigger payment processes.
Post-payment, partner API calls are used to add or remove add-ons based on purchase data.
Using Partner API:
Call the Partner API with relevant data:
Customer email or Workspace ID (if available).
Add-on details (product, quantity).
If Workspace ID isn't available, search by email to identify the workspace.
Manual Management:
Partners can manually assign add-ons:
Go to Workspace Settings.
Select the relevant workspace.
Click Change Plans.
Scroll to Add-Ons and assign desired add-ons.
Note:
This method requires some developer knowledge to set up API calls and manage data accurately.
2. Removing Add-Ons
Important considerations:
Limit Adjustments:
Before removing add-ons, ensure the client has already reduced their active add-ons or team members.
Removing add-ons without adjusting current usage can cause workspace pauses.
Procedure:
Navigate to Change Plans in the workspace.
Click Remove Add-Ons.
Confirm removal after verifying the current usage matches the intended limits.
Critical Tip:
Always ensure the client has already removed excess add-ons or team members before making limit changes to prevent workspace pauses.
Managing Add-Ons with Credit Billing ON
1. Setting Up Credit Billing
Enable the Feature:
Turn on Add-On Credit Building in Partner Settings.
Configure points system:
Define cost per add-on in points.
Set points awarded for purchasing points packages.
Enable auto top-up for automatic renewal.
Points System Explained:
Component | Description |
|---|---|
Points Purchase | Clients buy points, which act as currency for add-ons. |
Points Usage | Clients spend points to activate or extend add-ons. |
Auto Top-Up | Automatically charges the client's card to replenish points when low. |
2. Client Self-Management
Clients purchase points via the platform.
They use points to activate or extend add-ons.
Auto top-up ensures continuous service without manual intervention.
3. Partner Assistance in Credit Billing
Partners can manually add points to client accounts:
Go to Workspace Settings.
Select the client workspace.
Click Change Plans.
Manually add points to the client's account.
Once points are sufficient, partners can assign add-ons based on points.
4. Automating Add-On Renewals
When clients purchase points, they can automatically renew add-ons next month.
The system deducts points based on the add-on cost.
Auto top-up ensures clients don't lose access due to insufficient points.
Best Practices & Critical Considerations
Aspect | Guideline | Reason |
|---|---|---|
Limit Management | Always ensure clients have reduced their add-ons/members before changing limits. | Prevents workspace pauses and configuration mismatches. |
API Usage | Use developer resources to set up API calls for automation. | Ensures accurate and efficient management. |
Manual Adjustments | For credit billing off, manual API calls or workspace adjustments are necessary. | No automated system in place. |
Client Communication | Keep clients informed about points system and auto top-up features. | Enhances transparency and reduces support queries. |
Workspace Synchronization | After removing add-ons, verify the workspace reflects the changes. | Prevents errors and workspace pauses. |
Common Scenarios & Solutions
Scenario | Issue | Solution | Notes |
|---|---|---|---|
Client has excess add-ons | Workspace paused due to limit mismatch | Remove excess add-ons/members first | Use Change Plans > Remove Add-Ons |
Client wants to add add-ons manually | No credit billing or API setup | Use Partner API or manual plan change | Ensure client has sufficient points or limits |
Client's points are low | Add-ons cannot be activated | Use auto top-up or manual points addition | Notify client about top-up options |
Need to pause or remove add-ons | Limits not adjusted | Adjust limits before removal | Prevent workspace pauses |
Summary Table: Key Actions for Partners
Action | When to Use | Method | Notes |
|---|---|---|---|
Add Add-Ons | Credit billing off | API call or manual plan change | Ensure client has capacity |
Remove Add-Ons | Credit billing off | Manual plan change | Remove excess before limit change |
Enable Credit Billing | Clients prefer self-management | Turn on feature, configure points | Educate clients on points system |
Add Points Manually | Credit billing on | Workspace settings > add points | For partner assistance |
Verify Limits | After changes | Check workspace limits | Prevent workspace pauses |
Final Thoughts & Support
Proper management of add-ons prevents workspace disruptions.
Understanding the difference between credit billing on/off is crucial.
Partner API and manual adjustments are powerful tools but require careful handling.
Always verify client limits and current usage before making changes.
For further assistance, partners are encouraged to reach out via support channels, including email, Facebook groups, and Discord live chat.