This guide explains how partners can create agents, initialize them, and generate subscription payment links using the Partner Portal.
Create an agent
Partners create agents for their customers using the 1-Click Builder. During the builder setup, you can enter your partner organization identifiers to link the new agent to your Partner Portal.
For step-by-step instructions on creating an agent and associating it with your partner account, see Partner organization identifiers.
🗒️ NOTE
If a customer already has an agent that is not linked to your Partner Portal, you can link it manually. See Link customer agents to the Partner Portal.
Initialize an agent
After an agent is created, it must be initialized to complete setup.
Navigate to the Customers page in your Partner Portal.
Locate the customer in the list.
Click the three-dot menu (⋮) for the customer.
Select Initialize.
Complete the agent configuration in the Agent Builder that opens.
🗒️ NOTE
The Initialize option only appears for agents that have been created but not yet initialized.
Generate a payment link
Generate Stripe payment links for customers who do not yet have an active subscription.
Navigate to the Customers page in your Partner Portal.
Click the three-dot menu (⋮) for the customer.
Select Payment Link.
Review the available subscription tiers in the popup that appears.
Click Get Payment Link under the desired tier.
The link is automatically copied to your clipboard. Share it with your customer.
🗒️ NOTE
Payment links are only available for customers without an active subscription.