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 agent configuration directly from your dashboard.1.
You purchase minutes from HMS Sovereign (€0.07/minute)
2.
Your clients purchase credits from your portal (your price)
3.
When clients make calls, minutes are deducted from your HMS account
4.
You keep the margin between your price and HMS cost
Per-Client Agent 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.| Configuration | Description |
|---|
| Custom Agents | Create unique AI agents 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 agent 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: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
Build specialized agents for each client's industry
Create unique conversation flows and scripts
Configure client-specific tools and functions
Train agents on client knowledge bases
| 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 agent configuration |
| Monthly Service | Charge €200-500/month for managed agent services |
| Custom Integrations | Charge €1000+ for CRM/calendar/email integrations |
Managing Client Organizations#
To manage a client's organization:1.
Navigate to the organization switcher in your HMS dashboard
2.
Select the client's organization from the dropdown
3.
Configure agents, webhooks, and integrations as needed
4.
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.
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
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#
2.
Name it (e.g., "100 AI Calling Credits")
4.
Set price to match your configured amount
5.
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_...) |
Your webhook URL will be displayed in the settings:https://portal.hmsovereign.com/api/webhooks/stripe/{your-slug}
1.
Go to Stripe Dashboard → Webhooks → Add endpoint
2.
Enter the webhook URL shown in HMS settings
3.
Select the checkout.session.completed event
4.
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.1.
In Portal URL settings, enter your custom domain (e.g., portal.yourdomain.com)
2.
Click "Add Domain" — the system will register your domain and display DNS records
3.
Add the CNAME record at your DNS provider:
| Type | Name | Value |
|---|
| CNAME | portal | cname.vercel-dns.com |
4.
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):1.
Locate the user in the Users table
2.
Click the "Allocate" button
3.
Enter the Credits Amount and a Description (e.g., "Invoice #INV-2024-001")
4.
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#
1.
You maintain a minutes balance in HMS Sovereign
2.
Your clients have virtual credits in your portal
3.
When a client makes a call:Their credits are deducted in real-time
Your HMS minutes are deducted equally
4.
Monitor your balance to ensure uninterrupted service
Purchase Flow#
When your client buys credits:1.
Client clicks "Buy Credits" on your portal
2.
Portal creates a Stripe Checkout session
3.
Client completes payment on Stripe
4.
Stripe sends webhook (checkout.session.completed) to your portal
5.
Portal adds credits to the user's account
Usage Flow#
When your client makes a call:1.
Client initiates AI call via HMS API
2.
HMS logs the call duration
3.
Minutes are deducted from your (parent) HMS account
4.
Portal syncs the credit deduction
5.
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:All four Stripe fields (publishable key, secret key, product ID, price ID)
Custom domain not verifying#
1.
Verify DNS records are correctly configured
2.
Wait for DNS propagation (up to 48 hours)
3.
Click "Refresh Status" to recheck
4.
Ensure no conflicting A or AAAA records exist
Payments not crediting users#
1.
Verify webhook URL is correctly configured in Stripe
2.
Check webhook signing secret matches
3.
Ensure checkout.session.completed event is selected
4.
Check Stripe webhook logs for delivery errors
Client credits not deducting#
1.
Ensure your HMS account has sufficient minutes
2.
Check that the client's organization is linked to your parent org
3.
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
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
Modified at 2026-02-05 10:47:13
