Dashboard manual · Reseller portal

Reseller wallet: create a customer account, set the price and resend the access link

The "Carteira" (Client portfolio) is the reseller portal screen that lists the reseller's customer accounts with how much each earns, who needs attention today and where the reseller creates new accounts, sets the price, resends the access link and ends the resale.

Who can use it

Role	What you see and do
Owner	The portal has a single access, the reseller's. Whoever logs in sees all the accounts in the wallet, creates accounts, changes prices and ends resales. No one in the portal sees the customers' conversations or leads.
Admin	Not applicable: the team roles of a customer account do not exist in the portal. The Owner of the customer's account does not see the wallet or the reseller's share.
Agent	An agent from a customer account cannot access the reseller portal.

Screens

"Carteira" (Client portfolio)

The "Carteira" (Client portfolio) screen is for tracking the revenue of each resold account, acting on the day's pending items and opening each customer's record to change price, details and features.

Address in the dashboard: /revenda/contas

Screenshot of the "Carteira" (Client portfolio) screen, with names and values blurred. The "Carteira" (Client portfolio) screen is for tracking the revenue of each resold account, acting on the day's pending items and opening each customer's record to change price, details and features. — The "Carteira" (Client portfolio) screen in a demo account, with names and values blurred.

How to get there: Through the "Carteira" (Client portfolio) menu item, through the cards and buttons on the "Visão geral" (Overview) (which already open the filtered list or an account's record) and through the button in the balance notices the reseller receives by email, which opens that account's record directly.

Wallet numbers

Four cards with the wallet's income today.

Fields and filters

"Sua receita por mês" (Your monthly revenue): Your share counting only the accounts paying today, with how many there are.
"Se todas pagarem" (If all pay): How much it would be if the entire live wallet were paying; when it differs, it says how much is still not coming in and why (overdue or first payment).
"Contas" (Accounts): Total active accounts, split into paying, awaiting, overdue and closed.
"Esfriando" (Cooling off): Paying accounts with no conversation for 7 days or more, or without a key feature in use. This is revenue at risk next month.

Needs your attention

The day's queue, ordered by damage: unpaid monthly payment, account near the monthly limit, no first payment, no conversations, no WhatsApp, no knowledge base, no calendar or no campaign.

Buttons and actions

"Copiar recado" (Copy message): Copies a ready-made message, in your voice, to paste into the conversation with the customer. Nothing is sent through the portal.
"Ver conta" (View account): Opens the account record.

Usage alerts carry the "ADOÇÃO" (ADOPTION) tag.
With no pending items, the queue does not disappear: it becomes the line "Nada pendente na sua carteira hoje" (Nothing pending in your wallet today).

"Contas" (Accounts)

The list of the wallet's accounts, with search, filters by status and pagination.

Fields and filters

"Buscar cliente…" (Search customer…): Searches for the account by name; the list updates after a short pause in typing.
"Cliente" (Customer): Account name and since when it has been in the wallet.
"Situação" (Status): "Pagando" (Paying), "Em atraso" (Overdue), "Aguardando 1º pagamento" (Awaiting 1st payment) or "Encerrada" (Closed); on hover, what this means for your share.
"Adoção" (Adoption): A badge — "Em uso" (In use), "Esfriando" (Cooling off) with the days without a conversation, "Sem WhatsApp" (No WhatsApp), "Sem base" (No knowledge base), "Sem Agenda" (No Calendar) or "Sem campanha" (No campaign) — and six dots: "WhatsApp conectado" (WhatsApp connected), "Base de conhecimento" (Knowledge base), "Persona ajustada" (Persona adjusted), "Agenda conectada" (Calendar connected), "Campanha disparada" (Campaign launched) and "Equipe convidada" (Team invited).
"IA" (AI): Only with "Preços e margens" (Prices & margins) released: the AI type and the account's margin; the badge leads to the account in "Preços e margens" (Prices & margins).
"Cliente paga" (Customer pays): The monthly payment the customer pays.
"Você recebe" (You receive): Your share per month; a dash while the account has not made the first payment, and without highlight when the resale has ended.
"Uso do mês" (Usage this month): How much of the service included in the month has already been used; the bar turns orange near the end and red at the limit.
"Próxima" (Next): The date of the next charge, shown as overdue when late, or the end date.

Buttons and actions

"Todas" (All): Shows all accounts.
"Pagando" (Paying): Filters accounts whose monthly payment is up to date.
"Em atraso" (Overdue): Filters accounts with an overdue charge.
"Aguardando 1º pagamento" (Awaiting 1st payment): Filters accounts that were created but have not yet paid the first monthly payment.
"Encerradas" (Closed): Shows the history of ended resales.
"Adicionar cliente" (Add customer): Opens the create account page. While the brand is not ready, the button stays subdued and explains that customers would see a screen without your name.
"Anterior" (Previous): Goes back one page of the list.
"Próxima" (Next): Goes forward one page of the list.

Clicking a row (or pressing Enter while it is focused) opens the account record.
On mobile, the table becomes one card per account with "Você recebe" (You receive) highlighted.

"Margem sobre o uso" (Margin on usage)

Appears here only while "Preços e margens" (Prices & margins) is not released: the margin you add on top of the platform's usage table, which becomes your share on each top-up.

Fields and filters

"Sua margem (%)" (Your margin (%)): The percentage above the platform's table; zero passes it on at cost.

Buttons and actions

"Gravar margem" (Save margin): Saves the margin for the usage and the following top-ups of all accounts.

Preview table with Item, "Piso da plataforma" (Platform floor), "Seu cliente paga" (Your customer pays) and "Fica com você" (You keep), which follows what you type.
The balance customers have already paid does not change; the price is rounded up, cent by cent.
A delivered message template is only debited when the customer's number is on the platform's WhatsApp account.

Account record

Side drawer with everything about the account, opened by clicking a row.

Buttons and actions

"Reenviar link de acesso" (Resend access link): In the "Acesso do cliente" (Customer access) block, while the customer has not created the password: asks for confirmation and generates a new link; the previous one stops working.
"Alterar preço" (Change price): Opens the price slider to change how much the customer pays and how much you receive.
"Ajustar em Preços e margens" (Adjust in Prices & margins): With "Preços e margens" (Prices & margins) released, leads to this account's margin on that screen.
"Preencher dados" (Fill in details): Opens the form for CNPJ, legal name and address (becomes "Editar dados" (Edit details) when a CNPJ already exists).
"Editar dados" (Edit details): Opens the same form with the saved details.
"Modo atendimento" (Service mode): Switch for direct sales (pharmacy, store, delivery): does not charge for hot or warm leads and the AI leads the order without the qualification step. The customer sees in the audit trail that it was you who changed it.
"Transcrever áudios no atendimento humano" (Transcribe audio in human service): Switch: when the customer's team handles the conversation, the lead's audio becomes text, with a per-minute cost charged to the customer's balance. When off, the agent listens to the audio, at no cost.
"Copiar recado" (Copy message): In the "Adoção" (Adoption) block, copies the ready-made message for the account's most serious alert.
"Encerrar revenda" (End reseller account): Asks for confirmation to end the resale of this account.

"Cabeçalho" (Header): name, status badge and since when the account has been resold by you (or when the resale ended).
The deal: "Cliente paga" (Customer pays) and "Você recebe por mês" (You receive per month), with the percentage of what the customer pays.
"Margem sobre o uso" (Margin on usage) (with "Preços e margens" (Prices & margins) released): "Margem desta conta" (This account's margin), "Itens acima da conta" (Items above the account) and how much stays with you on each top-up, with the latest change.
Customer details: CNPJ, "Razão social" (Legal name) and "Endereço" (Endpoint), or "Não informado" (Not provided).
"Este mês" (This month): "Uso do mês" (Usage this month) as a percentage and "Próxima cobrança" (Next charge).
"Adoção" (Adoption): "Última conversa atendida" (Last conversation handled) and the six usage signals, each with what is in use or what is missing; when the account cools off, the "Recado pronto" (Ready-made message).
Fixed notice: you do not see this customer's conversations or leads, and neither does the platform.

Resend the access link?

Resend confirmation: the new link goes by email to the person responsible (with your brand, if configured) and the previous one stops working, including the one already sent through WhatsApp.

Buttons and actions

"Voltar" (Back): Closes without generating a new link.
"Reenviar link" (Resend link): Generates the new link and sends it by email.
"Copiar mensagem" (Copy message): Appears when the email did not go out: copies the message with the link to send through WhatsApp.

Before the resend, the block says where the link stands: valid until a date, expired or canceled, and whether it went out by email.

Change the price of ‹account›

Dialog with the price slider and a notice that the new price applies from the next charge; the charge already generated goes out at the amount it was issued for, and notifying the customer is up to you.

Fields and filters

"O cliente paga por mês" (Customer pays per month): The customer's new monthly fee.
"Você recebe por mês" (You receive per month): Your share of the same charge, on the same day.

Buttons and actions

"Máximo" (Maximum): Sets your share to the maximum the price supports.
"Voltar" (Back): Closes without changing the agreement.
"Salvar novo preço" (Save new price): Saves the new agreement; it only becomes active when something has changed and the agreement is valid.

Details for ‹account›

Form with CNPJ, legal name, and address, the same fields the customer sees under "Configurações" (Settings); whatever is saved last takes effect.

Fields and filters

CNPJ: Once the CNPJ is complete, legal name and address are filled in automatically in the fields that are still empty.
"Razão social" (Legal name): The legal name of the customer's company.
CEP: The CEP (postal code) of the address.
"Rua e número" (Street and number): Street and number.
"Cidade" (City): City of the address.
"UF" (State): State abbreviation, two letters.

Buttons and actions

"Voltar" (Back): Closes without saving.
"Salvar dados" (Save details): Saves the data to the customer's account.

End the resale of ‹account›?

Mandatory confirmation. Nothing is deleted: the account stays live with the same login, data, AI, and appearance; from the next charge on, your share stops arriving. If the customer has not yet created a password, the link that was sent stops working.

Buttons and actions

"Voltar" (Back): Closes without ending the resale.
"Encerrar revenda" (End reseller account): Ends the relationship; the account moves to the "Encerradas" (Closed) filter.

Screen states

Loading: The labels of the four numbers stay legible and only the values become skeletons, so as not to show an alarming zero; the details page also loads with a skeleton.
Nothing here yet: Your portfolio is still empty, with the "Adicionar cliente" (Add customer) button. Each filter has its own empty state ("Nenhuma conta pagando ainda" (No paying accounts yet), "Nenhuma conta em atraso" (No overdue accounts), "Nenhuma conta esperando o primeiro pagamento" (No accounts awaiting the first payment), "Nenhuma revenda encerrada" (No closed resale accounts)) and a search with no results shows "Nenhuma conta com esse nome" (No account with that name).
If something goes wrong: We could not open your portfolio: the screen assures that nothing changed in the accounts or the money and offers "Tentar de novo" (Try again). The details page and the "Margem sobre o uso" (Margin on usage) have their own error, with the same button.
Account without the usage snapshot: "Adoção" (Adoption) and "Uso do mês" (Usage this month) appear as a dash.
Resale ended: The details page shows "O acordo que valia" (The agreement that was in effect), without the change buttons, and explains that the account stays live with the customer.

"Adicionar cliente" (Add customer)

The "Adicionar cliente" (Add customer) screen is used to create a customer's account in the portfolio, set the monthly fee and your share, and generate the access link that the contact person uses to create a password.

Address in the dashboard: /revenda/contas/nova

Screenshot of the "Adicionar cliente" (Add customer) screen, with names and values blurred. The "Adicionar cliente" (Add customer) screen is used to create a customer's account in the portfolio, set the monthly fee and your share, and generate the access link that the contact person uses to create a password. — The "Adicionar cliente" (Add customer) screen in a demo account, with names and values blurred.

How to get there: Through the "Adicionar cliente" (Add customer) button in "Carteira" (Client portfolio), "Visão geral" (Overview), or the "Por conta" (Per account) tab of "Preços e margens" (Prices & margins).

"Adicionar cliente" (Add customer)

The contact person's details. The account is theirs: the access link goes to the contact person's email and they set their own password.

Fields and filters

"Nome da empresa do cliente" (Customer company name)required: The name shown in the account details; the customer can correct it later under "Configurações" (Settings).
"Nome do responsável" (Contact person name)required: How they will be addressed on the dashboard and in the message with the link.
"E-mail do responsável" (Contact person email)required: This is how the customer signs in. An email can only belong to one account.
"Enviar o link de acesso por e-mail agora" (Send the access link by email now): Checked by default: the link goes out with your brand as soon as the account is created. Uncheck it if the agreement with the customer has not yet been closed in writing, and send the link when the time comes.

Buttons and actions

"Voltar para a carteira" (Back to portfolio): Returns to the list without creating anything.

Notice "Crie a conta com o acordo fechado: o link libera o acesso do cliente, e o acordo por escrito entre vocês vem antes." (Create the account with the agreement closed: the link grants the customer access, and the written agreement between you comes first.)

Customer details

Optional. They go on the tax invoice and the account documents; the customer can correct them later.

Fields and filters

CNPJ: Once the CNPJ is complete, legal name and address come filled in.
"Razão social" (Legal name): The company's legal name.
CEP: The CEP (postal code) of the address.
"Rua e número" (Street and number): Street and number.
"Cidade" (City): City of the address.
"UF" (State): State abbreviation.

The price for this account

The slider: you set how much the customer pays and how much you receive. Your share comes out of the same boleto, on the same day; it is not a reimbursement or a separate invoice.

Fields and filters

"O cliente paga por mês" (Customer pays per month): The account's monthly fee. The customer never sees the platform's share.
"Você recebe por mês" (You receive per month): Your share. When it reaches the maximum, the slider offers to raise the price so you earn more.
"Quanto você recebe por mês" (How much you receive per month): Slider that adjusts your share up to the maximum allowed by the price.

Buttons and actions

"Máximo" (Maximum): Sets your share to the maximum the price supports.
"Subir para ‹preço› e ganhar ‹valor›" (Raise to ‹price› and earn ‹amount›): Appears at the top of the slider: raises the price to the next step and increases your share.
"Usar ‹preço›" (Use ‹price›): Appears when the typed price is below the minimum: applies the lowest price that supports your share.

Shortcuts with ready-made values for your share.
Bar split into "Você" (You) and "Plataforma" (Platform); the billing cost is already included in the platform's share.
How much the account earns you per year and the percentage of what the customer pays.
Fixed notice: the account you sell is the monthly fee plus top-ups.

Page footer bar

The agreement summary (Cliente paga and "Você recebe" (You receive)) stays fixed while you edit the fields.

Buttons and actions

"Criar conta" (Create account): Creates the account. It only becomes active once company, contact person, and a valid email are filled in, along with a valid price agreement.

Account created — the customer still needs to sign in

The result: who the link was for (or should be sent to), how long it is valid, and that it only works once, with the message ready for WhatsApp.

Buttons and actions

"Copiar mensagem" (Copy message): Copies the message with the link to paste into the customer's WhatsApp.
"Enviar por e-mail também" (Also send by email): Sends the same link by email, with your brand, if it has not been sent yet; after sending it becomes "E-mail enviado" (Email sent).
"Ver na sua carteira" (View in your portfolio): Returns to "Carteira" (Client portfolio).

If the email does not go out, a notice asks you to copy the message and send it via WhatsApp, or to try sending again.
If the link is lost or expires, use "Reenviar link de acesso" (Resend access link) on the account's details page. The account counts toward your revenue when the first monthly fee is paid.

Screen states

Loading: The price slider appears as a skeleton until the parameters arrive.
If something goes wrong: If the slider does not load, the screen asks you to reload the page and assures that no account was created. Refusals when creating (for example, an email already in use) appear above the footer bar with a sentence giving the reason.

Step by step

How to create a customer's account under your reseller account

In "Carteira" (Client portfolio), click "Adicionar cliente" (Add customer).
Fill in "Nome da empresa do cliente" (Customer company name), "Nome do responsável" (Contact person name), and "E-mail do responsável" (Contact person email).
If you want, fill in the CNPJ under "Dados do cliente" (Customer details): legal name and address are filled in automatically.
Under "O preço desta conta" (This account's price), adjust "O cliente paga por mês" (Customer pays per month) and "Você recebe por mês" (You receive per month).
Click "Criar conta" (Create account) and, in the confirmation, use "Copiar mensagem" (Copy message) to send the link via WhatsApp.

How to create the account without sending the link yet

On the "Adicionar cliente" (Add customer) page, uncheck "Enviar o link de acesso por e-mail agora" (Send the access link by email now).
Click "Criar conta" (Create account): the link stays on the screen only.
When the agreement is closed, use "Copiar mensagem" (Copy message) or "Enviar por e-mail também" (Also send by email).

How to resend the access link so the customer can create a password

In "Carteira" (Client portfolio), click the account to open its details page.
In the "Acesso do cliente" (Customer access) block, click "Reenviar link de acesso" (Resend access link).
Confirm in "Reenviar link" (Resend link). If the email does not go out, use "Copiar mensagem" (Copy message).

How to change the price a customer pays

Open the account's details page in "Carteira" (Client portfolio) and click "Alterar preço" (Change price).
Adjust the values on the slider; read the notice about the charge already generated.
Click "Salvar novo preço" (Save new price). The new price applies from the next charge.

How to turn on Service mode for a direct-sale customer

Open the account's details page in "Carteira" (Client portfolio).
In the "Modo atendimento" (Service mode) block, turn on the switch.
The customer sees in their account's audit trail that the change was made by you.

How to end the resale of an account

Open the account's details page and click "Encerrar revenda" (End reseller account).
Read what changes and confirm in "Encerrar revenda" (End reseller account).
The account stays live with the customer and starts appearing under the "Encerradas" (Closed) filter.

Frequently asked questions

Can I see my customers' conversations and leads?

No. The account belongs to the customer: you see revenue, payment status, usage for the month, and adoption signals, but never the conversations or the leads. The platform does not either.

When does the account start counting toward my revenue?

When the first monthly fee is paid. Until then it appears as "Aguardando 1º pagamento" (Awaiting 1st payment) and the "Você recebe" (You receive) column shows a dash.

How long is the access link valid?

The expiration date appears in the creation confirmation and on the account's details page. The link only works once; if it expires or gets lost, generate another with "Reenviar link de acesso" (Resend access link).

Does ending the resale delete the customer's account?

No. The account stays live with the same login, data, AI, and appearance. What changes is that your share stops coming in from the next charge.

I changed the price. Does the customer pay the new amount this month?

No. It applies from the next charge; the charge already generated goes out at the amount it was issued for. Notifying the customer beforehand is up to you.

What is the ready-to-send message?

A message in your voice, suggested when an account is cooling off or has a pending issue, for you to paste into the conversation with the customer. The portal sends nothing on its own.

Can the same email be used on two accounts?

No. Each contact person email can only belong to one account.