How to Onboard Clients to Your White Label AI Platform
- White Label at $199 a month supports 20 client sub-accounts, a custom domain and branded portal 1.
- Card billing through Stripe Connect (the Auto Billing tab) needs White Label Elite at $349 a month. On standard White Label you invoice clients yourself 1.
- Onboarding takes the same seven steps for every client, so write them down once.
To onboard clients to your white label AI platform on Convocore, add each one from the Clients screen, brand your domain and login page under Agency, build their agent, and invite them. White Label costs $199 a month for 20 client sub-accounts, and the free plan lets you test the flow first.
· 2 sources · Published by Convocore, which sells white label AI agents. See method and limits.
Step 1: Set your brand once, before the first client
Open the Agency screen. It has tabs for Overview, Domains, Email, Theme, Login Page, Custom Tabs, SAAS Mode, Auto Billing and Footer 2. Start with Domains: set a custom domain or subdomain and add the DNS records it shows. Then set your logo and colors in Theme, and the client sign-in look in Login Page.
Custom domain and branding need a White Label plan. Do this first, so your first client never sees our name.
Step 2: Add the client
Open Clients and choose Add a New Client. Enter the organization name and a square logo. The website address and an About the business note are optional, and they help the agent later 2. Each client is a separate sub-account, and White Label allows 20.
Step 3: Build or copy their agent
Build the agent inside the client's account, trained on their website and documents. If you sell the same offer to many clients, build one template for that business type and copy it, then change the knowledge base, hours and booking tool. Test with ten real questions before the client sees anything.
Step 4: Connect channels and tools
Connect the channels you sold: web widget, WhatsApp, Instagram and Messenger, and a phone number for voice. Connect their calendar, and send leads to their CRM. Native CRM sync is Zoho only. Other CRMs connect by webhook or API, which takes more setup, so quote for it.
Step 5: Invite the client and agree what they see
Invite the client's team to their account. They sign in on your domain and see their own conversations, leads and reports, not other clients. Send a one page guide: how to read a conversation, how to take over a chat, and who to contact when an answer is wrong.
Step 6: Decide how you get paid
On standard White Label you invoice the client yourself with your usual tool, and you keep all of it because there is flat pricing. On White Label Elite the Auto Billing tab connects Stripe so clients subscribe to plans you define and pay you by card. It requires a domain or subdomain to be set first, and Stripe's own fees apply 1,2.
Step 7: Test the live path and hand over
Place a test call, send a test message, and book a test appointment. Check the lead email and the CRM record arrive. If you use the SAAS Mode events webhook, send a test event to confirm your system receives it 2. Then hold a 20 minute handover call and book a review for 30 days later.
What can go wrong
- DNS not verified, so the client sees the wrong address. Fix: check the domain status before inviting anyone.
- You expect card billing on White Label. Fix: use Elite, or invoice manually.
- Usage spikes and eats your margin. Fix: put a minutes allowance in the retainer.
- A client sees the agent say something wrong. Fix: test with ten questions and keep a human handoff.
- Limits: White Label caps at 20 client accounts, so plan the upgrade to Elite before client 21.
What the evidence does not show
- We read these screens in the product code, not in a live account, and screens can change.
- No independent data exists on onboarding time, so we give no figure.
Next step
Write the seven steps into a checklist and use it for every client. See the pricing page for plan limits, and the Trillet alternative page if you are comparing white label vendors.
Method and limits
- Plan prices and limits come from the live plan catalog. Screen names and plan gates were read in the product code on 30 October 2026.
Sources
- Convocore pricing and plan limitsPrimary sourceConvocore. Read 30 October 2026.Plan prices and limits are read from the live plan catalog in our code. The vendor is also the author of this page, so treat it as a claim by the seller.
- Convocore white label platformPrimary sourceConvocore. Read 30 October 2026.Screen names and settings (Clients, Agency tabs, Auto Billing) were checked in the product code, not in a live account.
Questions
How to onboard clients to my white label AI platform?
Set your domain and branding under Agency, add the client from Clients, build and test their agent, connect channels, invite their team, agree how they pay, and run a handover call. White Label is $199 a month for 20 clients.
How many clients can I add on White Label?
20 client sub-accounts on White Label at $199 a month. White Label Elite at $349 a month has unlimited clients and client self-signup.
Can I bill clients through my own Stripe account?
Yes on White Label Elite, through the Auto Billing tab, which uses Stripe Connect. Standard White Label does not include it, so you invoice clients yourself.
Can clients log in on my own domain?
Yes. Set a custom domain or subdomain under Agency, then Domains, and add the DNS records shown. White Label includes the custom domain and branded portal.
How do I connect the client's CRM?
Native CRM sync is Zoho only. For HubSpot, GoHighLevel and others you use a webhook or API tool in the agent, which needs some setup.
How long does onboarding a client take?
We have no measured figure. Once your brand and a template agent exist, most of the time goes on training the agent on the client's content and testing it, so plan your own time rather than trusting a number.