whitelabel

The whitelabel feature lets you build your own branded AI calling business. Create a custom portal where your clients sign up, purchase credits, and make AI calls — all under your brand.

Whitelabel enables agencies and resellers to offer HMS Sovereign's AI calling technology under their own brand, with custom pricing, payment processing, and user management.

What You Can Do

Feature	Description
Custom Branding	Your logo, colors, and company name
Your Pricing	Set your own credit packages and margins
Your Payments	Connect your Stripe account
Custom Domain	Use your own portal URL
User Management	Manage clients and allocate credits
Full Control	Enable/disable portal anytime

How It Works

When a user signs up on your whitelabel portal, a dedicated child organization is automatically created in your HMS Sovereign account. This gives you full control over each client's AI assistant configuration directly from your dashboard.

The billing flow:

You purchase minutes from HMS Sovereign (€0.07/minute)

Your clients purchase credits from your portal (your price)

When clients make calls, minutes are deducted from your HMS account

You keep the margin between your price and HMS cost

Per-Client Assistant Management

Each whitelabel user gets their own organization in your HMS Sovereign dashboard. This enables you to build complete, customized agentic systems for every client.

What You Can Configure Per Client

Configuration	Description
Custom Assistants	Create unique AI assistants tailored to each client's business
Webhooks	Configure separate endpoints for each client
Integrations	Connect client-specific CRMs, calendars, and tools
Knowledge Bases	Upload client-specific documents and data
Voice Settings	Customize voice, language, and personality per client

Webhook Configuration

Set up dedicated webhooks for each client organization to receive real-time events:

Event	Description
`assistant-request`	Triggered when the assistant needs external data or actions
`status-updates`	Call status changes (ringing, answered, ended, etc.)
`tool-calls`	When the AI assistant invokes a configured tool
`end-of-call-report`	Detailed summary after each call completes

This allows you to route events to client-specific backend systems, enabling deep integrations with their existing infrastructure.

Building Custom Services

The per-client organization model opens up additional revenue streams beyond credit margins:

Integration Services

Connect each client's CRM (Salesforce, HubSpot, Pipedrive, etc.)

Sync with their calendar systems (Google Calendar, Outlook)

Integrate with email platforms for follow-ups

Connect to their helpdesk or ticketing system

Custom Assistant Development

Build specialized assistants for each client's industry

Create unique conversation flows and scripts

Configure client-specific tools and functions

Train assistants on client knowledge bases

Revenue Model Example

Revenue Stream	Example
Credit Margin	Sell credits at €0.40, cost €0.07 = €0.33 profit per minute
Setup Fee	Charge €500-2000 for initial assistant configuration
Monthly Service	Charge €200-500/month for managed assistant services
Custom Integrations	Charge €1000+ for CRM/calendar/email integrations

Managing Client Organizations

To manage a client's organization:

Navigate to the organization switcher in your HMS dashboard

Select the client's organization from the dropdown

Configure assistants, webhooks, and integrations as needed

Switch back to your parent organization when done

Note: Child organizations inherit your minute balance. All usage is billed to your parent account, and you handle billing to your clients through your whitelabel portal.

Quick Start

Step 1: Access Whitelabel Settings

Navigate to Whitelabel in your HMS Sovereign dashboard sidebar.

Note: Only parent organizations can access whitelabel. If you signed up through another agency's portal, you won't see this option.

Step 2: Configure Branding

Set up your portal's appearance:

Field	Description
Company Name	Your brand name displayed throughout the portal
Logo URL	URL to your company logo
Primary Color	Main brand color (hex, e.g., `#3B82F6`)
Accent Color	Secondary color for highlights

Step 3: Set Your Portal URL

Choose how clients access your portal:

Option A: Subdomain (Automatic)

{your-slug}.portal.hmsovereign.com

Option B: Custom Domain (Optional)

portal.yourdomain.com

Tip: Slugs must be 3-50 characters, lowercase letters, numbers, and hyphens only.

Step 4: Connect Stripe

Set up payment processing — see the detailed Stripe setup section below.

Step 5: Activate Portal

Toggle "Portal Active" to make your portal live. All required fields must be complete.

Stripe Configuration

Connect your own Stripe account to accept payments from your clients.

Define Your Credits Package

Decide your pricing strategy:

Field	Description	Example
Credits in Package	Number of credits (1 credit = 1 minute)	100
Package Price	Price in cents	4000 (= €40.00)
Currency	EUR, USD, or GBP	EUR

Create Product in Stripe

Go to Stripe Dashboard → Products → Add Product

Name it (e.g., "100 AI Calling Credits")

Set as one-time payment

Set price to match your configured amount

Copy the Product ID (prod_...) and Price ID (price_...)

Enter Stripe Credentials

Field	Description
Publishable Key	Your Stripe publishable key (`pk_live_...` or `pk_test_...`)
Secret Key	Your Stripe secret key (stored securely)
Product ID	From previous step (`prod_...`)
Price ID	From previous step (`price_...`)

Configure Webhook

Your webhook URL will be displayed in the settings:

https://portal.hmsovereign.com/api/webhooks/stripe/{your-slug}

Go to Stripe Dashboard → Webhooks → Add endpoint

Enter the webhook URL shown in HMS settings

Select the checkout.session.completed event

Copy the webhook signing secret and paste it in HMS settings

Important: Keep your Stripe secret key and webhook secret secure. They are stored encrypted and never exposed in API responses.

Margin Calculator

The dashboard includes a built-in margin calculator:

Metric	Example
Package Price	€40.00 (100 credits)
Your Cost	€7.00 (100 × €0.07)
Your Profit	€33.00
Margin	82.5%

Tip: Price your credits to balance competitiveness with profitability. Most agencies charge €0.20-0.50 per credit.

Custom Domain Setup

Use your own domain for a fully branded experience.

In Portal URL settings, enter your custom domain (e.g., portal.yourdomain.com)

Click "Add Domain" — the system will register your domain and display DNS records

Add the CNAME record at your DNS provider:

Type	Name	Value
CNAME	portal	cname.vercel-dns.com

Click "Refresh Status" to check verification. DNS changes can take up to 48 hours.

User Management

View and manage your portal users from the HMS dashboard.

User Table

Column	Description
Email	Client's email address
Credits Balance	Available credits
Actions	Allocate credits

Allocating Credits Manually

You can add credits to users without a purchase (e.g., promotional credits, refunds):

Locate the user in the Users table

Click the "Allocate" button

Enter the Credits Amount and a Description (e.g., "Invoice #INV-2024-001")

Click "Allocate" to add credits immediately

Note: Users appear in the table after they sign up on your portal. They're automatically linked to your agency.

Billing Details

Credit Flow

You maintain a minutes balance in HMS Sovereign

Your clients have virtual credits in your portal

When a client makes a call:

Their credits are deducted in real-time

Your HMS minutes are deducted equally

Monitor your balance to ensure uninterrupted service

Purchase Flow

When your client buys credits:

Client clicks "Buy Credits" on your portal

Portal creates a Stripe Checkout session

Client completes payment on Stripe

Stripe sends webhook (checkout.session.completed) to your portal

Portal adds credits to the user's account

Client sees confirmation

Usage Flow

When your client makes a call:

Client initiates AI call via HMS API

HMS logs the call duration

Minutes are deducted from your (parent) HMS account

Portal syncs the credit deduction

Client's balance is updated

Portal Requirements

Your portal activates when all required fields are complete:

Requirement	Status
Company Name	Required
Portal Slug	Required
Stripe Publishable Key	Required
Stripe Secret Key	Required
Stripe Product ID	Required
Stripe Price ID	Required
Logo URL	Optional
Custom Domain	Optional

Tip: Test your Stripe integration in test mode before going live. Use pk_test_... and sk_test_... keys.

Troubleshooting

Portal won't activate

Ensure all required fields are filled:

Company name

Portal slug

All four Stripe fields (publishable key, secret key, product ID, price ID)

Check for validation errors highlighted in red.

Custom domain not verifying

Verify DNS records are correctly configured

Wait for DNS propagation (up to 48 hours)

Click "Refresh Status" to recheck

Ensure no conflicting A or AAAA records exist

Payments not crediting users

Verify webhook URL is correctly configured in Stripe

Check webhook signing secret matches

Ensure checkout.session.completed event is selected

Check Stripe webhook logs for delivery errors

Client credits not deducting

Ensure your HMS account has sufficient minutes

Check that the client's organization is linked to your parent org

Contact support if the issue persists

Users not appearing in table

Users only appear after signing up on your portal. They must complete registration to be linked to your agency.

Best Practices

Pricing Strategy

Research competitor pricing

Consider volume discounts

Factor in support costs

Leave room for promotions

Don't price below your cost

Don't change prices too frequently

Branding

Use a high-quality logo (PNG or SVG)

Choose accessible color contrast

Keep branding consistent across all materials

Use a custom domain for increased trust

User Management

Respond to support requests quickly

Document all manual credit allocations

Monitor user activity regularly

Set up alerts for low balances

Payments

Test in Stripe test mode before going live

Monitor webhook deliveries in Stripe dashboard

Keep Stripe keys secure — never share them

Enable Stripe email receipts for your customers

Billing & Credits - How HMS billing works

Account API - Check your balance

Usage API - Track usage details

What You Can Do#

How It Works#

Per-Client Assistant Management#

What You Can Configure Per Client#

Webhook Configuration#

Building Custom Services#

Managing Client Organizations#

Quick Start#

Step 1: Access Whitelabel Settings#

Step 2: Configure Branding#

Step 3: Set Your Portal URL#

Step 4: Connect Stripe#

Step 5: Activate Portal#

Stripe Configuration#

Define Your Credits Package#

Create Product in Stripe#

Enter Stripe Credentials#

Configure Webhook#

Margin Calculator#

Custom Domain Setup#

User Management#

User Table#

Allocating Credits Manually#

Billing Details#

Credit Flow#

Purchase Flow#

Usage Flow#

Portal Requirements#

Troubleshooting#

Portal won't activate#

Custom domain not verifying#

Payments not crediting users#

Client credits not deducting#

Users not appearing in table#

Best Practices#

Pricing Strategy#

Branding#

User Management#

Payments#

Related#

What You Can Do

How It Works

Per-Client Assistant Management

What You Can Configure Per Client

Webhook Configuration

Building Custom Services

Managing Client Organizations

Quick Start

Step 1: Access Whitelabel Settings

Step 2: Configure Branding

Step 3: Set Your Portal URL

Step 4: Connect Stripe

Step 5: Activate Portal

Stripe Configuration

Define Your Credits Package

Create Product in Stripe

Enter Stripe Credentials

Configure Webhook

Margin Calculator

Custom Domain Setup

User Management

User Table

Allocating Credits Manually

Billing Details

Credit Flow

Purchase Flow

Usage Flow

Portal Requirements

Troubleshooting

Portal won't activate

Custom domain not verifying

Payments not crediting users

Client credits not deducting

Users not appearing in table

Best Practices

Pricing Strategy

Branding

User Management

Payments

Related