Implementation BlueprintExecution layer

Edesy White-Label Voice Retainer Build (7-10 days)

Agency playbook for standing up Edesy's white-label voice stack on a client's own domain and converting it into a monthly AI receptionist retainer with usage-metered billing. Time: 7-10 days.

By InnovaAI ResearchPublished

AI Agents

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Blueprint

Edesy White-Label Voice Retainer Build (7-10 days)

Agency playbook for standing up Edesy's white-label voice stack on a client's own domain and converting it into a monthly AI receptionist retainer with usage-metered billing.

Prerequisites
  • Client's business phone number and WhatsApp Business account credentials ready for connection
  • Gmail OAuth access for the client's shared inbox so Edesy can read and route inbound threads
  • Signed scope naming which of the 19+ apps are in play (voice agent, omnichannel inbox, CRM pipeline)
  • Call volume forecast from the client's last 90 days of inbound calls, used to size the per-minute exposure
  • Agency account on the Whitelabel Partnership tier at ₹40,000 monthly, or a decision to start on the freemium entry and upgrade before go-live
Execution Timeline
  • 1.Connect the client's business phone number, WhatsApp Business account, and Gmail OAuth inside Edesy
  • 2.Confirm which of the 19+ apps are in scope for the first workflow and log the decision in the client file
  • 3.Decide plan tier: freemium entry for testing or Whitelabel Partnership at ₹40,000 monthly for branded delivery
  • 1.Build the voice agent script from the client's FAQ sheet and after-hours call log
  • 2.Pick a voice and language from the 50+ languages and 30+ voices library
  • 3.Set business hours so the agent hands off to a human during open hours and answers fully after close
  • 1.Map the client's intake process into Edesy's drag-and-drop CRM pipeline stages
  • 2.Wire lead capture so every call summary and inquiry lands in the client's inbox or CRM record
  • 3.Test with a controlled set of five to ten live calls and review the transcripts
  • 1.Turn on the omnichannel inbox for WhatsApp, Instagram, email, and live chat
  • 2.If the client runs Shopify, enable WhatsApp cart recovery and connect the store
  • 3.Confirm Stripe, HubSpot, Twilio, and Zapier connections match the client's existing stack
  • 1.Point the voice agent at the client's own subdomain (voice.clientbrand.com) under the Whitelabel Partnership plan
  • 2.Apply the client's logo and colors so no Edesy branding appears in the client-facing interface
  • 3.Create separate client accounts under the agency umbrella for any additional locations
  • 1.Run a full-day parallel test with the agent answering live calls alongside the client's existing process
  • 2.Pull the call summary report and check routing accuracy against the CRM pipeline
  • 3.Fix script gaps and misrouted inquiries found in the parallel run
  • 1.Set the client's monthly call-minute cap and document the overage policy in the retainer agreement
  • 2.Build the weekly call summary report template the client will receive
  • 3.Hand over the client login and walk the owner through the inbox and pipeline views
  • 1.Go live on the client's primary number with the voice agent answering first
  • 2.Monitor the first 24 hours of calls and transcripts for failures
  • 3.Send the client a day-one summary with call count and captured leads
  • 1.Review the first week of call minutes against the forecast and flag any account trending toward margin compression
  • 2.Adjust the agent script based on the most common caller questions
  • 3.Confirm the weekly reporting cadence and escalation path with the client
  • 1.Document the deployed configuration as the agency's reusable Edesy template for the next client in the same vertical
  • 2.Invoice the first retainer month and log the per-minute cost against the client's usage
  • 3.Schedule the 30-day optimization review
$349/mo agency retainer floor plus ₹40,000 monthly Whitelabel Partnership fee and ₹4 per minute platform fee, with voice usage billed at $0.05 USD per minute7-10 days
ROI Logic

The agency charges a $349/mo retainer for the Local Voice Starter pattern while the platform cost is ₹40,000 monthly on the Whitelabel Partnership tier plus ₹4 per minute and $0.05 USD per minute of voice. At 1,000 call minutes a month the usage line runs about $50 USD, so a single client covers the platform fee only if the agency stacks three or more retainers on the same white-label account. Margin holds when the agency caps client call minutes in the retainer agreement, because uncapped voice usage at $0.05 USD per minute is what compresses margin on lower-touch accounts.

Deliverables
  • Branded Edesy voice agent live on the client's own subdomain with client logo and colors
  • Configured CRM pipeline with call summaries and captured leads routing into the client's inbox
  • Omnichannel inbox covering WhatsApp, Instagram, email, and live chat under the client's brand
  • Weekly call summary report template with call count, captured leads, and minutes used
  • Reusable Edesy deployment template documented for the agency's next client in the same vertical
Definition of Done

The client's branded Edesy voice agent answers live calls on the client's own subdomain, routes every captured lead into the CRM pipeline, and the agency has a signed retainer with a documented monthly call-minute cap.

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