We are offering a Usage-Based Free Trial.
This means the user (your client) will be able to use the full set of features from the platform
Stripe Account Setup: Connect your Stripe account and create the products that your clients will see
1. User goes to your website: User goes to your website and is interested in starting a free trial for a custom AI chatbot from you. (www.YourDomain.com)
2. User signs up for a free trial: User is re-directed to your to your white label login page where users can click the "create account" button. (app.YourDomain.com/accounts/signup?next=/)
3. New Free Trial Client - User is Directed Back to Your White Label Dashboard: A new sub-account and trial chatbot will be created allowing users to create and train an AI chatbot without having to enter their credit card (limited to 50 message credits which are deducted from your agency pool)
4. Client wants to Upgrade to a Paid Account - Select a Subscription Package: A new sub-account the user can go to Account > Subscription and select the paid package
<User pays via your Stripe subscription products>
5. Collect payment - Payment notification: You will receive the payment immediately in your Stripe account because the user is paying you directly.
In the background, the following actions will happen automatically:
- Free Trial Sub-Account is Upgraded: The user's sub-account is updated to include the allocated chatbots and message credits based on your subscription packages.
- New sub-account admin account is created
- Chatbots & message credits are allocated based on the Stripe package details and removed from your Agency Pool
6. New Paying Client - User is Directed Back to Your White Label Dashboard: The user can now utilize the platform fully and all of it's functions.
Learn more about creating a sales funnel here
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