Chatrix White-Label Tenant Provisioning (Onboarding)

Chatrix White-Label Tenant Provisioning (Onboarding)

1. 01

   Register the agency as a Chatrix country partner and open the reseller agreement

   Reseller pricing is custom and issued through sales contact, so the per-client cost cannot be forecast until the agreement is signed. Confirm the country exclusivity clause and the custom tariff control terms in writing before provisioning any client tenant.

2. 02

   Request the custom domain triple (app, api, cdn) from the Chatrix onboarding team

   Supply agency logo, colors, and company name so the dashboard, chat widget, and outgoing client emails all render under the agency brand. The onboarding path is demo-gated, so book the demo before this request is actioned.

3. 03

   Confirm no redirects are needed for the widget

   The Chatrix chat widget loads through a Shadow-DOM script tag, so it inherits the client's page styles without CSS collisions and does not require a proxy or redirect layer on the client domain.

4. 04

   Create the client organization and capture the orgId

   The orgId is the identifier passed into the widget script tag. Store it against the client record in the agency's own CRM so delivery staff can redeploy the widget without re-requesting credentials.

5. 05

   Deploy the widget script tag with orgId and serverUrl on the client site

   Place the tag before the closing body element. Optionally auto-brand the widget from the client's favicon URL so the launcher matches the client's visual identity on first load.

6. 06

   Upload the client's documentation into the RAG knowledge base

   RAG grounding is a Pro plan capability at 39 €/mo, so confirm the tenant is on Pro before promising grounded answers. Uploaded docs drive the AI reply suggestions and the AI autopilot that handles routine dialogs end-to-end.

7. 07

   Connect the multi-channel inbox and CRM integrations

   Wire web chat, email, Telegram, and inbound webhooks into the unified inbox so operators work from one queue. Enable the relevant CRM connector from HubSpot, Salesforce, Pipedrive, Bitrix24, or Zoho for the client's stack.

8. 08

   Train client operators on the console and set the handoff rule

   Walk staff through AI reply suggestions (2-3 per inbound message), sentiment analysis, and auto-summaries. Agree the escalation trigger where a human operator takes over from autopilot, then log the retainer start date.