Your customers' AI: who has already connected their own AI and who is missing

Your customers' AI is the reseller portal screen that shows, customer by customer, whether the own AI is connected, still to connect or failed the test, and lets you send the connection instructions; the key never appears to the reseller.

When it appears: Appears in the Your customers group of the portal menu, only when the AI connections feature is enabled for the reseller.

Who can use it

Role	What you see and do
Owner	The portal has a single login, the reseller's. Whoever signs in sees the status of each account and sends the instructions; they never see or register a customer's key.
Admin	Not applicable: the team roles of a customer account do not exist in the portal. The one who connects each customer's AI is that customer's account owner.
Agent	An agent from a customer account cannot access the reseller portal.

Screens

"IA dos seus clientes" (Your customers' AI)

The Your customers' AI screen lets you see which portfolio customers have already connected their own AI, which are still missing and which had the key rejected in the test, and send the customer the step-by-step connection guide.

Address in the dashboard: /revenda/ia-dos-clientes

How to get there: Through the portal menu, in the "Seus clientes" (Your customers) group.

Key privacy notice

Explains why the reseller does not see the key.

Title You never see or register a customer's key: the AI provider is each customer's processor and the contract with it belongs to each one.
Each customer pastes the key in their own account, under AI Connections. The reseller's key applies only to their own account.

Wallet numbers

Three indicators at the top, not counting the reseller's own account.

Fields and filters

"Conectaram" (Connected): How many customers have their own AI active, in the format ‹n› of ‹total›.
"Faltam" (Missing): Customers served by the team only until they connect.
"Com falha" (Failed): Customers whose key did not pass the test and who need to replace it.

Customer list

One row per customer; the reseller's own account appears marked as your account.

Fields and filters

"Cliente" (Customer): The account name. The reseller's own account appears with the your account label.
"Situação" (Status): Connected (the AI passed the test and is serving), Still to connect (with No instructions yet or the date they were sent) or The key failed the test.
"Desde" (Since): The date from which the status applies; a dash when there is none.
"Ação" (Action): Column of the row's buttons.

Buttons and actions

"Enviar instruções ao cliente" (Send instructions to the customer): Appears on the row of anyone who has not connected yet or had the key rejected; opens the email preview with the step-by-step guide.
"Abrir na minha conta" (Open in my account): Only on the reseller's own account row: opens the reseller's service account dashboard.

Footer: We only show the status, never the key.

"Enviar instruções ao cliente" (Send instructions to the customer)

Dialog with the preview of the email the customer receives.

Fields and filters

"Por" (By): The sending channel: email to the account owner, always checked.

Buttons and actions

"Cancelar" (Cancel): Closes without sending.
"Enviar" (Send): Sends the email and shows Instructions sent. The row then shows when it was sent.

The preview shows the email with the reseller's brand, signed as the brand team, with the step-by-step guide: create an access key at the AI provider of your choice, open Automations and AI Connections and paste the key in Test and save.
The reseller does not see the key.

Screen states

Loading: Three indicators and a skeleton card.
Nothing here yet: No customers in the portfolio yet: when the reseller adds a customer, they appear here until they connect their AI.
If something goes wrong: We could not open Your customers' AI: the screen did not load and nothing changed in any customer's AI. It offers "Tentar de novo" (Try again).
Failure sending the instructions: Notice that it could not be sent right now and to try again in a moment.

Step by step

How to find out which customers have not connected their AI yet

Open Your customers' AI.
Look at Missing and "Com falha" (Failed) in the numbers at the top.
In the list, look for Still to connect and The key failed the test in the "Situação" (Status) column.

How to send the customer the instructions to connect the AI

On the customer's row, click Send instructions to the customer.
Check the preview: the email goes to the account owner, with your brand.
Click "Enviar" (Send). The row then shows when the instructions were sent.

How to open my own account from the list

On the row marked as your account, click Open in my account.

How to help a customer whose key failed the test

Find the row with The key failed the test.
Click Send instructions to the customer so they replace the key in their account.

Frequently asked questions

Why can't I see my customer's AI key?

The AI provider is each customer's processor and the contract with it belongs to each one. That is why the screen shows only the status, never the key, its last digits or the provider.

Can I register the key on the customer's behalf?

No. Each customer connects their own, in their own account, under Automations, AI Connections.

What happens to a customer who has not connected their AI yet?

They are served by the team only until they connect.

Who receives the instructions email?

The customer's account owner, with the reseller's brand and signed by the reseller's team.

What does The key failed the test mean?

The key the customer pasted did not respond. They need to replace the key in their account.