Customer Management
Onboarding tenants, assigning workspaces, and acting as the billing administrator.
As an Agency Owner, you control the keys to the kingdom. The Customers module allows you to create user accounts for your clients, granting them access to specific Business Workspaces under your brand.
Customer Hierarchy
In the whitelabel ecosystem:
- You (The Owner): Manage the infrastructure and pay Iqra AI.
- The Customer (The Tenant): Logs in via your custom domain (e.g.,
app.youragency.com). They perceive the platform as yours. - Isolation: Customers cannot see each other, nor can they see your master billing or other businesses.
Onboarding a New Customer
Create Account
- Navigate to Whitelabel -> Customers.
- Click Add Customer.
- Credentials: Enter their Email and a temporary Password.
Assign Workspaces
Select which Business Workspaces this customer can access.
- Note: A customer can be assigned multiple businesses (e.g., if they own a franchise with 3 branches).
Assign Plan
Select a Subscription Plan to define their limits and rates.
Billing Management (The "Bank" Role)
Since Iqra AI does not yet process credit card payments from your customers directly, you act as the Billing Administrator. You are responsible for collecting payment externally (e.g., Wire Transfer, Stripe Invoice) and then manually updating the platform to reflect that payment.
You access these controls by clicking Edit on a customer row and navigating to the Billing tab.
1. Balance Management
If a customer pays you $500 via bank transfer for usage credits:
- Action: Go to Credit Balance -> Adjust.
- Operation: Select "Add Credit".
- Amount: Enter
500. - Result: The customer now sees $500 in their dashboard and can make calls.
2. Plan & Subscription Status
You control the lifecycle of the subscription.
- Active: Customer has full access.
- Past Due / Locked: If an external invoice isn't paid, you can change the status to Locked to pause their services immediately.
- Change Plan: You can upgrade/downgrade their plan at any time.
3. Usage Cycle Management
Plans usually have "Included Minutes" (e.g., 500 mins/month).
- Monitoring: View exactly how many minutes/tokens they have consumed in the current cycle.
- Manual Reset: If you need to restart their billing cycle early (or fix an error), you can click Reset Usage Cycle. This clears their "Consumed" counter back to zero.
4. Managing Add-ons
If a customer needs more capacity than their plan allows (e.g., "I need 10 more concurrent calls for a campaign today"):
- Action: Go to Recurring Features.
- Modify: Manually increase the Quantity of "Conversation Concurrency".
- Effect: This increases the monthly recurring cost calculated by the system.
Roadmap: Automated Payments
We are actively integrating with Whop and Stripe Connect. Soon, you will be able to connect your own payment gateway, allowing customers to pay via credit card inside the dashboard, automating all balance top-ups and plan renewals.
Analytics & Auditing
Even though payments are manual, tracking is automated.
- Customer Usage Report: View a detailed breakdown of every cost generated by the customer based on the Unit Prices you defined in their Plan.
- Profitability: Compare the Customer's Usage Cost (what they "spent" based on your markup) vs. the Actual Infrastructure Cost (what you pay Iqra AI) to track your margins.