Client Portal
🏢 Client Portal¶
📊 Client Dashboard¶
Access: Superadmin role required.
The Client Portal provides a centralized view of:
- Client Details — Company name, email, mode (sandbox/cloud/on-prem), location, company size, industry, license pack, and active/inactive status.
- Agent Usage — Circular progress chart showing active vs licensed agents with plan name and a "Buy Agents" button.
- AI Credits — Circular progress chart showing used/purchased/available credits with a "Buy Credits" button (rate displayed in the purchase panel).
- Quick Stats — Invoice count and payment status, plan duration (days remaining), and deployment type.
- Invoices — View invoice history with download links for PDF copies.
- Transaction Tables — Agent transaction history (plan, quantity, amount) and AI credit transaction history (type, credits, price, balance).
- Activity Feed — Live animated feed generated from recent payments, credit purchases, and invoices.
- Pricing Calculator — Expandable calculator with tabs for agent pricing and AI credit purchasing. Checkout is handled via a secure embedded payment flow.
- Subscription Settings — Change license mode or subscription pack when allowed by your plan.
Frequently Asked Questions¶
Q: What information does the Client Dashboard show? A: The Client Dashboard shows client details , agent usage (active vs licensed), AI credits usage, invoices, plan duration, and a live activity feed of recent transactions.
Q: How do I purchase additional agents or AI credits? A: Use the built-in Pricing Calculator with secure checkout. Click "Buy Agents" or "Buy Credits" on the respective usage cards, configure your selection, and proceed to checkout.
Q: Who can access the Client Portal? A: The Client Portal is accessible only to Superadmin users. It is designed for managing billing, subscriptions, agent licensing, and AI credit purchases.