SaaS Mode

The Client Journey

SaaS mode provides a new way to turn your AI agents into scalable products. As opposed to the regular client dashboard where you must manually onboard and assign agents and subscriptions, SaaS Mode allows clients to:

1. Sign up through your white-labeled sign up page.

2. Select and subscribe to one of your plans through a pricing table.

3. Use templates to create and manage AI agents on their own, all within their client dashboard.

Getting SaaS Mode Access

To get access to SaaS Mode, you must first be a Growth plan user. Then, to buy the add-on:

1. In the Agency dashboard, go to Settings > Agency.

2. Scroll down and click on Update Subscription. This will take you to the Stripe portal.

3. On the portal, click Update subscription and you will see the option for the SaaS Mode Add-On.

Quick-Start Guide

1. Head to the SaaS Configurator menu on your agency dashboard.

2. Connect your Stripe account if you have not yet done so. SaaS Mode uses the same account set up from Stripe billing.

3. Set up agent templates, client plans, and a pricing table for your SaaS.

4. Embed the pricing table onto a landing page using the provided embed code.

5. Use the embedded pricing table or head directly to your white-labeled domain to try signing up for your SaaS.

Agent Templates

Agent templates, as the name suggests, are templates which your SaaS clients will be able to select from when creating their own AI agents. The process to create a template is the exact same as adding an agent.

When the client creates an agent from the template, a duplicate agent will be created in your AI agent account, so any changes the client makes is made to the new duplicate agent and the original agent serving as the template is not changed.

Template Form

In the Edit Template menu, you have the option of enabling the Template Form option. This allows you to replace agent template system prompts with simple, user-friendly forms, allowing clients to customize agents while keeping technical details hidden.

Setting up a template form:

1. Enable the Template Form option.

2. Replace customizable sections of the system prompt with a dynamic variable using [[_]].

3. Set the field name and placeholder description for each of the variables extracted from the system prompt.

4. Check how the form will look in Form Preview, then click Save.

Blank Agent

You can enable the Blank Agent option on the Agent Templates menu. When enabled, clients will have the option to start an agent from scratch, in addition to the templates you’ve created when they create a new agent.

Client Plans

Client plans are the subscription options clients will be able to select from when signing up for your SaaS. You can configure each plan to limit things like the number of agents, usage, and menu access. For example, you can create Basic, Premium, and Enterprise plans to truly position your services as a SaaS product.

Pricing Tables

You can easily set up a pricing table with the plans you have created and customize the look and feel to match your brand. This table will be displayed to clients when they first sign up, or you can embed the table directly onto your own landing page.

Deploying Your SaaS

Once your Stripe account is connected and your agent templates, client plans, and pricing table are all configured, you are pretty much ready to go! Your white-labeled signup page will now show the option to Sign Up. Take it a step further and create a landing page for your SaaS, where you can embed the table directly and redirect clients to your white-labeled signup page.

Advanced Settings

Additional configurations for SaaS mode to customize your user-experience. More options will be added in future updates.

Payment Redirect URL

You can customize where clients are redirected to after successful payment through the Stripe integration on initial signup. By default, clients are redirected to a simple “thank you” page and then brought to their client dashboard.