Havlo White-Label Chat Retainer (5-7 days)
A 5-7 day sprint to deploy Havlo's Agency plan as a white-label chat retainer for clients, covering setup, AI training, and handoff rules. Time: 5-7 days.
By InnovaAI ResearchPublished
Havlo White-Label Chat Retainer (5-7 days)
A 5-7 day sprint to deploy Havlo's Agency plan as a white-label chat retainer for clients, covering setup, AI training, and handoff rules.
- Active Havlo Agency plan ($199/month) with white-label and custom dashboard domain
- Client website access to embed the JavaScript snippet
- Client FAQs, services, and pricing documentation for AI training
- Slack workspace or email inbox for agent notifications
- Defined client point of contact for approval of AI persona and operating hours
- 1.Create Havlo account and select Agency plan for white-label and multi-site management
- 2.Configure agency workspace and custom dashboard domain for client branding
- 3.Invite client stakeholders as agents and set their roles
- 1.Embed the JavaScript code snippet on client website
- 2.Create a new site profile in Havlo dashboard for the client
- 3.Set up AI persona with client business details, tone, and common responses
- 1.Train AI on client FAQs, services, and pricing using Havlo's training interface
- 2.Configure operating hours and offline messenger mode for after-hours
- 3.Set up proactive chat triggers based on visitor behavior
- 1.Connect Slack and email integrations for agent notifications
- 2.Define human handoff rules and escalation paths
- 3.Test AI responses and handoff flow in a staging environment
- 1.Launch the widget on the client's live site
- 2.Monitor first conversations in the unified inbox
- 3.Adjust AI responses based on initial interactions
- 1.Review analytics for AI resolution rate and conversion lift
- 2.Optimize AI training with new FAQs from real chats
- 3.Deliver a performance summary to the client
- 1.Finalize white-label branding and custom domain check
- 2.Hand over admin access to client with training on dashboard
- 3.Schedule monthly review cadence for ongoing optimization
With the Agency plan at $199/month, an agency can resell chat retainers at $299/month or higher, yielding a gross margin of at least $100 per client. Scaling to 10 clients at $299/month generates $2,990 in revenue against $199 in tool cost, a 15x return before agent labor. Per-agent billing on lower tiers ($19-$29/agent/month) makes the Agency plan more cost-effective for multi-site portfolios.
- White-labeled Havlo dashboard with custom domain for client
- Trained AI persona configured with client FAQs and operating hours
- Integration setup document for Slack, Shopify, and WordPress
- Performance report showing AI resolution rate and conversion lift
- Client handoff guide for managing conversations and handoffs
Client's website runs a branded Havlo chat widget with AI handling 24/7 queries, human handoff active, and a performance report delivered.