- Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access Workflow AI.
- Once Workflow AI is enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executions.
- For agencies to avoid accruing execution costs for EXISTING Sub-Accounts, rebilling will need to be enabled manually for each Sub-Account within the Agency view (more info).
- If Workflow AI is enabled on the SaaS Configurator, new Sub-Accounts generated will automatically be enrolled in Workflow AI, no further action is required by the agency.
How to enable Workflow AI at the Agency level?
Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access Workflow AI.
Workflow AI Pricing
Re-billing the costs to your clients and making a profit
(only for 497 SaaS Agencies)
Once you have enabled Workflow AI in your agency account, it will be automatically enabled for all your clients to use.
You can bill your clients at cost or add markup.
How to turn on re-billing for my clients?
- Ensure you have enabled Workflow AI for your Agency first. (see instructions)
- If the sub-account isn't in SaaS Mode already, switch the sub-account into SaaS Mode by going into your Agency account > Accounts tab > Scroll to the sub-account > Click the three dots icon and select "Switch to SaaS." How to convert a location to SaaS.
- In Agency account > Accounts tab > Scroll to the Sub-Account > Click the View Details link > Scroll to the Workflow AI Re-Sell Settings section and toggle it on.
- Use the slider to set the amount of markup you like to make and hit save!
- Rinse and repeat for all your Sub-Accounts where you wish to rebill for usage.
How does re-billing work?
- Agencies pay HighLevel and get invoices with high-level branding
- Sub-accounts (your clients) pay you (the agency) and get invoices with your branding. The money is deposited in your Stripe account connected to your agency level. How do I connect my agency's Stripe account to collect client payments?
This is very similar to other products that use re-billing or reselling models in the platform. Just like LC Phone or LC Email re-billing, re-billing of the Premium Workflow actions also utilizes "credits" from the agency wallet & the location wallet, respectively.
How to use Workflow AI?
White-labeled instructions for your clients