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The SaaS section of your white-label portal gives you full control over every aspect of running a chatbot-as-a-service business. From here you create and manage client accounts, define the feature tiers you sell, connect Stripe to automate subscription billing, and share channel credentials so your clients can connect Meta, Google, TikTok, and Zalo without setting up their own developer apps.

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Managing Sub-Accounts

Sub-accounts are the individual client accounts that live on your portal. Each operates independently with its own login credentials, workspaces, and resource quotas. Manage them under SaaS → Sub-accounts.

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How Accounts Are Created

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Create a Sub-Account Manually

1

Open the creation form

In SaaS → Sub-accounts, click + Create sub-account in the top-right corner.
2

Enter account details

Fill in the required fields:
  • Email — the client’s login email address.
  • Name — the client’s display name or business name.
  • Password — the initial login password (minimum 8 characters).
3

Create the account

Click Create sub-account. The new account appears in the list with an Active status and is assigned to the default plan.

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Admin Actions on a Sub-Account

Click the three-dot ... menu on any sub-account row to access quick administrative tasks:
Deleting a sub-account is permanent and cannot be undone. Ensure your client has backed up any important data before you perform this action.

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Managing Plans

Plans define the service tiers you sell or assign to clients. Each Plan sets available resources, message allowances, and pricing. Manage Plans under SaaS → Plans.

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Public Pricing Page

ChatbotX automatically generates a public pricing page at https://[your-domain]/portal/pricing from Plans that have both Public and Active enabled. Use Copy URL to share it or View pricing page to preview what clients see. The Upgrade plan button inside each client account also links to this page.

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Create a New Plan

1

Open the new Plan form

Go to SaaS → Plans and select + New plan.
2

Enter information and limits

Fill in the basic configuration:
3

Set resource and usage limits

Configure the caps that apply across the client’s entire account:Resource limits:Usage limits:Enable Unlimited on any limit to remove the cap. A value of 0 blocks access to that resource entirely.
4

Add pricing page features

Under Pricing page features, click + Add feature to add descriptive bullet points to the Plan card (e.g., 24/7 priority support, No ChatbotX branding). These help clients compare Plans but do not change actual limits.
5

Create the Plan

Click Create plan, then open the Plan’s details page to add one or more prices under Linked prices.

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Plan Prices

You can link a Manual/Offline price or a Stripe price to each Plan. Select Manual / Offline when you confirm payments yourself, or select Stripe to automate subscription collection. Connect Stripe before adding a Stripe price.

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Top-Up Packs

Top-up packs sell additional bot-message credits on top of a Plan allowance. Access them from the Top-up packs button on the Plans page or via SaaS → Top-up packs. Each pack requires a one-time Stripe Price ID.
Top-up packs add bot-message credits only. They do not change the Plan’s limits for Workspaces, Channels, Team members, or Monthly active contacts.

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Stripe Billing Automation

Connecting your own Stripe account enables automatic subscription charging and renewal for your clients.

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Connect Stripe

1

Get your Stripe Secret Key

Log in to your Stripe dashboard, open the Developers menu, select the API keys tab, and copy the Secret key (begins with sk_live_ for live or sk_test_ for test environments).
2

Open Payment Processor

In your portal admin dashboard, go to SaaS → Payment Processor.
3

Paste the key and save

Paste the Secret key into the Secret key field and click Save configuration. The system automatically registers a webhook endpoint on your Stripe account. A green checkmark and a registered label confirm the connection is active.
Your Stripe Secret Key is stored fully encrypted but is highly sensitive. Never share it in public documents, video tutorials, or frontend source code.

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Create Products and Recurring Pricing in Stripe

Before linking a Stripe price to a Plan, create the product in Stripe:
1

Create a product

In the Stripe dashboard, open Product catalog and click + Create product. Enter the plan name, a short description, and select Recurring pricing.
2

Configure billing period

Set the billing cycle — Monthly or Yearly are the most common.
3

Select a pricing model

Choose from Flat rate, Tiered pricing, or Usage-based, then configure the advanced pricing details for your chosen model.
4

Create and copy the Price ID

Click Add product to create it. Then click the product action menu and select Copy price ID. The ID begins with price_.
Paste the price_ ID into the Stripe price ID field when adding a price to a Plan in the portal.

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Workspaces and Quotas

Monitor client consumption by opening SaaS → Sub-accounts and reviewing each account’s plan assignment and usage. Use Manage pricing plan on any account row to adjust their plan or override resource limits individually when needed.

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Shared App Credentials

To let clients connect Meta (Facebook, Instagram), Google, TikTok, and Zalo channels without creating their own developer apps, configure shared app credentials at the platform level under Platform settings. Clients can then authorize their channel connections using your platform’s app, reducing friction during their onboarding.