Chatrix White-Label Reseller Launch (7-10 days)
Stand up a rebranded Chatrix tenant on your own domain, wire the first client's Shadow-DOM widget and RAG knowledge base, and open a resellable AI support line billed on your invoice, not the vendor's. Time: 7-10 days.
By InnovaAI ResearchPublished
How do you implement it?
Chatrix White-Label Reseller Launch (7-10 days)
Stand up a rebranded Chatrix tenant on your own domain, wire the first client's Shadow-DOM widget and RAG knowledge base, and open a resellable AI support line billed on your invoice, not the vendor's.
- Agency domain with DNS control for the app, api, and cdn subdomains Chatrix provisions
- Client FAQ, service list, and policy docs in a format the RAG knowledge base can ingest
- One named operator per client who will own live handoff from AI suggestions
- HubSpot, Salesforce, Pipedrive, Bitrix24, or Zoho credentials if the client wants CRM sync
- A billing path for reselling seats, since Chatrix Reseller pricing is custom and quoted by sales contact
- 1.Open a Chatrix Reseller conversation and confirm country exclusivity terms for your market
- 2.Request the custom domain triple (app, api, cdn) with agency logo, colors, and company name
- 3.Confirm the demo-gated onboarding path so you know what the vendor expects before tenant handover
- 1.Verify the Shadow-DOM widget loads from the cdn subdomain without touching the client's existing CSS
- 2.Apply agency branding across dashboard, widget, and client-facing emails
- 3.Test that no redirects are needed because the widget runs as a script tag
- 1.Deploy the client widget with the script tag carrying orgId and serverUrl
- 2.Auto-brand the widget from the client's favicon URL, then override colors where the favicon palette fails contrast
- 3.Confirm the widget renders on mobile and desktop templates the client actually uses
- 1.Upload client docs into the RAG knowledge base and check grounding on 10 real customer questions
- 2.Write the fallback message for questions the knowledge base cannot answer
- 3.Decide whether the client starts on Essential at 25 €/mo or Pro at 39 €/mo based on AI volume
- 1.Connect the multi-channel inbox so web chat, email, and Telegram land in one operator view
- 2.Map inbound webhooks to the client's ticketing or CRM record
- 3.Turn on sentiment analysis and auto-summaries so operators triage long threads faster
- 1.Wire the CRM integration (HubSpot, Salesforce, Pipedrive, Bitrix24, or Zoho) and test contact creation
- 2.Set AI reply suggestion behavior and confirm operators see 2-3 drafts per inbound message
- 3.If the client is on Pro, scope which routine dialogs AI autopilot should close without a human
- 1.Train client operators on the console: accepting, editing, or rejecting AI suggestions
- 2.Run a live handoff drill from widget to operator to CRM record
- 3.Agree the escalation rule for anything sentiment analysis flags as negative
- 1.Review reseller analytics for dialog volume and AI suggestion usage against the plan ceiling
- 2.Flag any client trending past 500 AI suggestions per month on Essential so the upgrade to Pro is priced in
- 3.Set the agency's monthly retainer line and confirm what the client sees on their invoice
- 1.Publish a one-page client runbook covering widget changes, knowledge base updates, and operator seats
- 2.Hand over login credentials under the agency-branded domain
- 3.Schedule the 30-day review to re-check AI suggestion consumption and autopilot coverage
A client on Essential costs the agency 25 €/mo while a branded support retainer of $300/mo leaves roughly $270/mo gross per account before operator time. The Reseller plan adds country exclusivity and custom tariff control, which is what lets an agency set its own client price rather than reselling at vendor list. Margin holds as long as AI suggestion volume stays inside the plan ceiling; Pro at 39 €/mo is the cheaper path once a client passes 500 suggestions per month.
- Rebranded Chatrix tenant live on the agency's app, api, and cdn subdomains
- Client site running the Shadow-DOM widget with orgId and serverUrl configured
- RAG knowledge base loaded with client docs and tested against real questions
- Multi-channel inbox connected to web chat, email, Telegram, and inbound webhooks
- Operator runbook plus a reseller analytics baseline for dialog and AI suggestion volume
The client's widget answers a real customer question from the RAG knowledge base, an operator accepts or edits an AI suggestion in the console, and the resulting contact lands in the connected CRM under the agency's branded domain.
More on Chatrix
- StrategyWhy Chatrix Turns Support Retainers Into Recurring SaaS Revenue
- ConceptChatrix Reseller Margin Ladder
- Evaluation RuleWhen to Adopt Chatrix: Five or More SMB Clients Needing AI-Assisted Support
- Decision FrameworkChatrix: Buy vs Skip (White-Label AI Support for 5+ SMB Clients)
- Failure PatternThe Chatrix Autopilot Overreach Trap: Why Agencies Fail With Chatrix on Support Retainers
- Operating ProcedureChatrix White-Label Tenant Provisioning (Onboarding)