Dashboard manual · Revenda

My service account: the reseller's own-use account, with their AI

My service account is the reseller portal menu item that opens the reseller's own-use account, where the reseller's own leads, team and AI live, just like in any customer's account.

When it appears: Appears in the My account group of the portal menu, only when the AI connections feature is enabled for the reseller. The account is created when the reseller is enabled.

Who can use it

RoleWhat you see and do
OwnerThe portal has a single login, the reseller's. Whoever signs in is taken to the dashboard of the account itself, without typing a password.
AdminNot applicable: the team roles of a customer account do not exist in the portal.
AgentAn agent from a customer account cannot access the reseller portal.

Screens

"Minha conta de atendimento" (My support account)

The My service account screen is just a pass-through: the moment it opens, it issues the session and takes the reseller to the dashboard of their own-use account.

Address in the dashboard: /revenda/conta-propria

How to get there: Through the portal menu, in the My account group, and through the Open in my account button on the Your customers' AI screen.

Opening the account

Under normal conditions there are no fields or buttons: the screen shows the progress and the account dashboard opens on its own.

  • Message Opening your service account… with a waiting indicator.
  • The account has the reseller's leads, team and AI. The own AI is connected inside it, under Automations, AI Connections; the key applies only to that account.
  • It is not the "Demonstração" (Demo): the Demo is the fake account used to show the platform in meetings; this one is the real one.

Screen states

Loading
Message Opening your service account… with a waiting indicator.
Nothing here yet
You do not have your own service account yet: it is created when the reseller is enabled in the new model; the screen suggests talking to the platform team.
If something goes wrong
We could not open your service account: nothing changed in the account. It offers "Tentar de novo" (Try again).

Step by step

How to open my service account

  1. In the portal menu, in the My account group, click My service account.
  2. Wait for the opening message: your account dashboard opens on its own, without asking for a password.

How to connect my AI in the service account

  1. Open My service account.
  2. Once in the account dashboard, go to Automations and then to AI Connections.
  3. Paste your key and test it. It applies only to your account; each customer connects their own.

How to try again when the account does not open

  1. On the error screen, click "Tentar de novo" (Try again).
  2. If it persists, talk to the platform team.

Frequently asked questions

Is My service account the same thing as the Demo?

No. The Demo is a fake account used to show the platform in meetings. The service account is the real one, with your leads and your AI.

Do I need a password to sign in?

No. The account dashboard opens directly from the portal.

Does the AI key I connect here apply to my customers?

No. It applies only to your service account; each customer connects their own in their own account.

Why does it say I do not have my own service account?

It is created when the reseller is enabled in the new model. If you need it, talk to the platform team.

Do the support requests from my service account show up in my customers' queue?

No. They go straight to the platform.