How To Automate Client Billing For Retell AI Agents (Stripe)

Summary

Learn how to automate client billing for your retail AI agency with Chadash. This tutorial walks you through setting up the platform, connecting Stripe, creating subscription products, and assigning them to client projects. With Chadash's white-label client dashboard, your clients can manage their subscriptions and payments seamlessly. The system automates usage tracking, invoicing, and payment reminders, allowing you to focus on growing your agency instead of getting bogged down in administrative tasks. Say goodbye to manual invoicing and hello to streamlined, professional billing.

Takeaways

• 😀 ChatDas automates the client billing process for retail AI agencies, reducing the need for manual calculations, invoicing, and chasing payments.
• 😀 Agencies need to upgrade to the Premium plan to access Stripe billing features in ChatDas, which are unavailable on the trial plan.
• 😀 To start using Stripe billing, users must connect their Stripe account by entering country code and business details.
• 😀 The ChatDas platform allows users to create a product with either a base subscription fee or usage-based pricing model.
• 😀 For base subscription pricing, agencies can charge clients a fixed fee (e.g., $100/month) for a set amount of usage (e.g., 500 minutes), with overage charges for additional usage.
• 😀 Agencies can also opt for a usage-based pricing model, where clients are charged based on their exact usage (e.g., 50 cents per minute).
• 😀 After creating a product in ChatDas, agencies assign it to a client project through the Stripe billing menu.
• 😀 Once a product is assigned, agencies can easily manage the subscription and make adjustments directly from the ChatDas dashboard.
• 😀 Clients will receive login credentials to their white-labeled client dashboard where they can add payment details to proceed with billing.
• 😀 After clients add payment information, ChatDas handles the tracking of usage and ensures seamless, automated billing, saving time and eliminating manual work.

Q & A

What is the primary problem being addressed in the video?

The video addresses the challenge of manually managing client billing and invoicing for a retail AI agency, which can be time-consuming and prone to errors. The solution offered is the automation of this process using the software Chadash.

What is Chadash and how does it help with client billing?

Chadash is a white-label client dashboard platform that helps retail AI agencies automate their client billing process. It integrates with Stripe to manage subscription products and usage-based billing, making the process seamless and efficient.

What are the steps involved in setting up Stripe billing on Chadash?

To set up Stripe billing on Chadash, you need to sign up for the platform, upgrade to the Premium plan, and then connect your Stripe account. Once connected, you can create a product for subscription or usage-based billing and assign it to a client's project.

What types of billing models does Chadash support?

Chadash supports two billing models: the base subscription fee model and the usage-based model. The base subscription model charges a fixed cost per month for a certain amount of usage, while the usage-based model charges based on actual usage.

How do you create and assign a subscription product in Chadash?

To create a subscription product in Chadash, you go to the Stripe billing section, create a product, set the pricing model (either base subscription or usage-based), and then assign this product to a client's project through the project settings.

What happens once a client is assigned a subscription product?

Once a client is assigned a subscription product, they are sent a link to their client dashboard, where they must add payment information. Once payment details are entered, the billing process becomes automated, and the client can view subscription details and manage their account.

What role does the client dashboard play in the process?

The client dashboard is where clients log in to view their subscription details and manage their payment information. It acts as the interface for the client to interact with the automated billing system, making it easy for them to stay updated on usage and payments.

Can clients manage their subscription directly through Chadash?

Yes, clients can manage their subscription through their client portal in Chadash. They can view their usage, billing period, and the amount they need to pay, and they can also make changes to their payment information if needed.

What are the benefits of using Chadash for billing automation?

The main benefits of using Chadash for billing automation include eliminating the need for manual invoicing, reducing administrative workload, providing clean and professional billing, and streamlining payment tracking—all of which allow agencies to focus more on growth and less on admin tasks.

What happens if a client does not add payment information?

If a client does not add payment information, they will not be able to access the full features of the client dashboard, and the billing process cannot proceed. The client is prompted to add payment details before proceeding with other actions in the dashboard.