Helpable White-Label Client Onboarding (5-7 days)
A repeatable delivery playbook for agencies to stand up a branded Helpable help center with Calli AI answering from client articles, then hand off a live chat inbox the client team can run. Time: 5-7 days.
By InnovaAI ResearchPublished
How do you implement it?
Helpable White-Label Client Onboarding (5-7 days)
A repeatable delivery playbook for agencies to stand up a branded Helpable help center with Calli AI answering from client articles, then hand off a live chat inbox the client team can run.
- Helpable Scale plan active at 299 €/mo, since white-label branding and up to three client knowledge bases only exist on that tier
- Client's existing help articles, PDFs, or documentation URLs collected in one folder before day one
- Client custom domain with DNS access so the help center can run on its own address with SSL
- Named client-side owner for the live chat inbox, plus a Slack or HubSpot destination for escalations
- Written scope stating the seeded article count (15 to 20) and the monthly update cadence the retainer covers
- 1.Create the client knowledge base inside the agency's Helpable workspace and confirm it sits under the Scale plan's three-client allowance
- 2.Apply client branding: logo, colors, and custom sender name on outgoing emails
- 3.Connect the client's custom domain and verify SSL is issued before any content goes live
- 1.Import the client's existing articles into the Helpable article editor
- 2.Run the AI Writer against the client's top support URLs to generate structured drafts for gaps
- 3.Tag and group articles by product area so Calli AI retrieves the right source per question
- 1.Configure Calli AI to answer only from the imported articles and to attach a source link on every reply
- 2.Test 20 real customer questions pulled from the client's ticket history and log every miss
- 3.Fill content gaps the test exposes, then rerun the same 20 questions until Calli answers from a cited article
- 1.Embed the chat widget on the client's marketing site and in-app help menu
- 2.Set the live chat inbox routing rules so unanswered Calli queries land with the right client team member
- 3.Turn on multilingual support if the client sells outside its home market
- 1.Wire Slack, Zapier, Make, or HubSpot so escalations and new tickets reach the client's existing workflow
- 2.Run a live handoff drill: ask Calli a question it cannot answer and confirm the ticket reaches the inbox with context
- 3.Document the escalation path in a one-page runbook for the client team
- 1.Train the client's staff on the article editor, slash commands, and the monthly content update routine
- 2.Record a short screen walkthrough of adding an article and checking Calli's answer
- 3.Agree the monthly reporting format: Calli answer volume, deflection rate, and top unanswered questions
- 1.Publish the help center and confirm the widget loads on every client page
- 2.Hand over credentials, the runbook, and the training recording
- 3.Book the 30-day review call to tune Calli against the first month of unanswered queries
One Scale subscription at 299 €/mo covers three client knowledge bases, so a three-client book runs at roughly 100 €/mo in tool cost per client against retainers typically priced well above that. The margin holds because the build is front-loaded: after the 12-hour setup, the recurring work is article updates and a monthly Calli tuning pass, not new infrastructure. Adding a fourth client means a second Scale subscription, so price the offer in three-client blocks rather than promising unlimited seats.
- Branded Helpable help center live on the client's custom domain with SSL and no Helpable footer branding
- Calli AI configured to answer from the client's articles with source links, validated against 20 real customer questions
- Embedded chat widget plus live chat inbox with escalation routing into the client's Slack or HubSpot
- Seeded article library of 15 to 20 entries built in the Helpable editor, including AI Writer drafts
- Client runbook and training recording covering article updates, slash commands, and the monthly reporting format
Calli AI answers at least 80 percent of the 20 benchmark customer questions with a cited Helpable article, and every unanswered query lands in the client's live chat inbox with routing confirmed by a live handoff test.
More on Helpable
- StrategyWhy Helpable Turns Support Deflection Into Agency Retainer Margin
- ConceptHelpable Answer Ceiling
- Evaluation RuleWhen to Adopt Helpable: Three or More Clients Need Branded Help Centers
- Decision FrameworkHelpable: Buy vs Skip (White-Label Help Center for Agency Clients)
- Failure PatternThe Helpable Answer-Ceiling Trap: Why Agencies Fail With Calli AI on Small Plans
- Operating ProcedureHelpable Client Workspace Setup (Onboarding)
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