Operating ProcedureExecution layer

Awaz White-Label Subaccount Provisioning (Onboarding)

A checklist with 8 steps: Confirm the agency is on the White Label plan at $297/mo before provisioning.

By InnovaAI ResearchPublished

What are the steps?

checklist

Awaz White-Label Subaccount Provisioning (Onboarding)

  1. 01

    Confirm the agency is on the White Label plan at $297/mo before provisioning

    Starter ($29) caps at 5 AI Agents and 3 Users, and Pro ($97) has no subaccount or client management layer. Only White Label gives Unlimited Subaccounts, the fully branded app, and custom domain with SSL, so provisioning a client under any other tier breaks the reseller model.

  2. 02

    Create the client subaccount from the White Label client management panel

    Name the subaccount after the client's legal entity, not the campaign, so billing and reporting stay traceable when the retainer renews.

  3. 03

    Apply the agency's logo and custom domain to the subaccount

    The branded app and custom domain with SSL are configured once at the agency level and inherited by subaccounts. Verify the client sees your brand, not Awaz, on the login screen and call notifications.

  4. 04

    Build the client's first agent in the drag-and-drop agent builder

    Start from an inbound appointment booking flow or an outbound qualification flow depending on the retainer scope. Set business hours, FAQs, and objection handling scripts before any live traffic.

  5. 05

    Wire calendar and CRM integrations for the client's stack

    Connect Google Calendar or Calendly for real-time scheduling, then map call outcomes to Salesforce, Zoho CRM, GoHighLevel, or Shopify. Confirm each write lands in the correct client record with a test contact.

  6. 06

    Configure SMS and WhatsApp follow-up sequences

    Unlimited SMS and WhatsApp are included at every tier, so use them for missed-call recovery and appointment confirmations. Keep the first message under the client's compliance rules and test delivery on a real handset.

  7. 07

    Set the client's subscription plan and payment collection inside the platform

    White Label lets you create subscription plans and collect payments directly. Price the retainer above the $0.12/min usage cost plus the $297/mo platform fee, and record the margin per subaccount before go-live.

  8. 08

    Run a batch campaign test on a sample contact list and review the analytics dashboard

    Validate call quality, transcript accuracy, and CRM logging on 20 to 50 records. Only release the number to the client once the dashboard shows clean outcomes and no failed calendar writes.