Client Portal · Paid Activation

Activate your AI Business Agent.

Use the paid activation code sent by WebsDocs to create your AI Business Agent, connect it to the approved website domain, generate the install snippet, prepare the agent profile, and receive CRM Dashboard access details.

This page is for clients who already have a valid WebsDocs activation code. If you do not have a code yet, open a support ticket and WebsDocs can guide you toward the correct setup path.

Start Activation Open CRM Dashboard Need Help?

Next Process

What happens after activation?

After your paid agent is created, WebsDocs uses the generated agent record, website domain, profile details, install snippet, dashboard credentials, and support path to help move your AI Business Agent from activation to website use.

Your agent record is created

The activation code is validated and then used to create the paid agent record for your approved website. The code may be marked as used after successful creation according to its allowed usage rules.

Your business profile is prepared

The details you enter become the agent’s business context: company name, services, FAQs, policies, tone, contact direction, support rules, important pages, excluded pages, and fallback behavior.

Your install snippet is generated

The page returns a domain-bound install snippet for your website. This snippet connects your approved site to the WebsDocs AI Business Agent runtime using the generated site ID and site token.

Your CRM Dashboard access is shown

You receive the CRM Dashboard URL and Dashboard Client ID. These details are used to open the client dashboard for agent setup visibility, activity review, conversation records, plan information, and related agent status.

company-profile.json can be installed

The generated company-profile.json can be downloaded and placed on your website where supported. The agent can use the local profile first and fall back to the cloud profile if local JSON is not available.

Support tickets handle setup help

If you need help with installation, dashboard login, activation details, widget behavior, billing reference, usage questions, or technical issues, open a support ticket and include your Site ID, Dashboard Client ID, website URL, or activation reference.

Activation Form

Create the AI Business Agent profile

Enter your activation details, confirm the plan, and create the agent profile. The form unlocks deeper fields for Pro, Premium, Elite, and custom setup scopes. The final profile is saved to the cloud profile store, indexed into AI Brain, and returned as company-profile.json.

Live profile preview

Plan not validated

AI Agent Business website agent

What can this business help me with?

I can guide visitors through services, contact options, pricing direction, booking steps, and next actions based on the business profile.

Core profile Included

Lead routing Validate plan

Managed support Validate plan

Advanced workflow Validate plan

RAG + Cloud fallback

The paid profile is saved to KV, indexed into AI Brain / Vectorize, and can also be downloaded as company-profile.json.

Plan unlock rule

Regular uses core profile fields. Pro unlocks lead routing. Premium unlocks managed setup and support context. Elite unlocks deeper workflow and escalation fields.

Activation status Not validated yet

Validate your activation code to unlock the correct plan fields.

Plan: — Client: — Domain: —

Step 1

Paid access

Validate the activation code, client email, and approved website domain.

Paid activation code Use the code sent by WebsDocs. Codes are plan-bound and domain-bound. Client email Approved website URL

Regular

Core identity, services, contact, simple FAQ, and safe next-step guidance.

Pro

Regular plus lead intent, service-fit guidance, quote direction, and booking flow.

Premium

Pro plus managed setup, dashboard/support language, refinement notes, and richer knowledge.

Elite

Premium plus advanced workflow, escalation rules, operations context, and high-intent routing.

Step 2

Business identity

Define the brand, agent identity, tone, language, and main contact path.

Company name Industry Business type Languages Agent name Agent role Tone Phone / WhatsApp Primary CTA Booking / consultation URL Short business summary

Step 3

Services and pricing rules

Give the assistant enough approved service detail to answer safely.

Services, one per line Format: Service name | Short description | Pricing note Pricing notes Estimate rules

Pro+ Service-fit guidance

Best-fit service routing

Step 4

FAQs, policies, and lead routing

Add customer-facing answers, business rules, and buying-intent triggers.

FAQs, one per line Format: Question | Answer Policies Fallback message

Pro+ Lead routing and qualification

Lead qualification questions Lead trigger words High-intent visitor handling

Step 5

Sitemap and approved knowledge

Prepare local JSON, important pages, exclusions, and RAG-ready knowledge behavior.

Sitemap URL Search fallback Important pages, one per line Excluded pages, one per line

Premium+ RAG-ready approved knowledge

Approved knowledge notes Knowledge gaps / do-not-answer areas

Step 6

Support, workflow, and escalation

Premium and Elite fields strengthen managed support and operational routing.

Managed support fields are Premium / Elite focused.

Regular and Pro still receive core support routing. Premium and Elite can add deeper setup guidance, dashboard review language, escalation paths, and workflow rules.

Premium+ Managed setup and support context

Managed setup notes Support routing rules Dashboard / visibility notes

Elite Advanced workflow and escalation

Workflow rules Escalation rules Operations notes

Step 7

Create paid agent

Review the setup and create the paid agent profile, snippet, dashboard credentials, and AI Brain index.

Company Not added yet

Website Not added yet

Agent AI Agent

Validated plan Not validated yet

Profile depth Core profile

Output Snippet + JSON + Dashboard ID + AI Brain index

Activation code will be marked used after successful creation.

Profile will be saved to KV and returned as company-profile.json.

Paid agent will be indexed into AI Brain / Vectorize.

Billing account registration and email event will be queued.

Review names, services, FAQs, contact route, support notes, and exclusions before creating the agent.

Important Disclaimer

Activation creates the agent setup record. Final use depends on correct installation and approved scope.

A successful activation creates the agent profile, install snippet, dashboard credentials, and related setup output for the approved website. It does not automatically guarantee that the agent is installed on the website, that all website content is complete, or that every future change, integration, provider usage, or custom expansion is included.

External AI provider or model usage may remain separate unless a bundled usage arrangement is expressly included. Website access, platform conditions, content readiness, DNS, plugin conflicts, script placement, or third-party restrictions can affect installation and launch.

WebsDocs may request additional review, support ticket details, access information, or updated scope if the website requires deeper implementation, custom logic, support-ticket routing, CRM dashboard review, RAG-ready knowledge preparation, or broader Context Orchestration.

Need Help?

Use support tickets for activation, installation, dashboard, or billing questions.

If your activation code does not validate, your website URL is rejected, your dashboard details are missing, your install snippet does not work, or you are unsure where to place company-profile.json, please open a support ticket.

New clients can use support tickets for setup inquiries and activation help. Existing customers can use tickets for dashboard access, widget behavior, billing questions, usage concerns, integration support, email delivery, and technical troubleshooting.

Open Support Ticket Ticket Login Read FAQ Privacy Policy

Activation Note

Keep your activation details safe.

After creation, copy and save your install snippet, Site ID, Dashboard Client ID, and company-profile.json. These details may be needed for installation, dashboard access, support review, or future assistant updates.

For best results, review the generated profile before installing it on your website. Make sure your services, FAQs, pricing notes, contact route, support rules, and excluded pages are accurate before the agent is used by visitors.

Open Support Ticket Open CRM Dashboard