White-Label Chatbot Resale Contracting (Onboarding)

White-Label Chatbot Resale Contracting (Onboarding)

1. 01

   Confirm the platform's white-label terms before signing any client retainer

   Review the vendor agreement for branding rights, subdomain or custom domain support, and whether the client's name appears on the chat widget or in the admin panel.

2. 02

   Define the scope of managed service in the client contract

   Specify which tasks the agency handles, such as bot training, conversation flow updates, and monthly reporting, versus what the client self-serves. This prevents scope creep and sets billing expectations.

3. 03

   Establish a data handling and privacy addendum

   Document where client data is stored, whether it passes through third-party LLM APIs, and how it is protected under GDPR or other regulations. This is critical when the chatbot trains on client proprietary content.

4. 04

   Set up a sandbox environment for initial configuration

   Use a test instance to build and tune the bot before it touches live client traffic. This avoids exposing customers to half-configured flows.

5. 05

   Agree on escalation paths and human handoff rules

   Define which intents trigger a handoff to a human agent and the response time commitment. This prevents the common failure of full automation without human backup.

6. 06

   Document the recurring revenue model and pricing tiers

   Decide whether you charge a setup fee, a monthly managed retainer, or per-conversation pricing. Align this with the platform's reseller margins to ensure sustainable profit.