SaaS information articles can be found in this folder. This section covers everything you need to run your platform as a Software-as-a-Service business, including activating SaaS Mode, configuring subscription plans, rebilling, and managing feature access for your client sub-accounts.

Frequently Asked Questions #

What is SaaS Mode? #

SaaS Mode lets you resell the platform to your own clients under your brand. It enables feature-access control, rebilling for usage such as messaging and calls, and automated subscription billing through Stripe.

Where do I find SaaS articles? #

All SaaS-related documentation lives in this folder. Browse the articles here for step-by-step guidance on configuring plans, converting existing accounts, and managing your SaaS clients.

Do I need Stripe to use SaaS Mode? #

Yes. SaaS Mode uses Stripe to collect payment information from your clients and to process recurring subscription charges and rebilling.

Can I convert an existing sub-account to SaaS? #

Yes. Existing sub-accounts that were not originally configured for SaaS can be switched to SaaS Mode from the Sub-Accounts tab in your Agency View. See the dedicated article on attaching a SaaS subscription plan to an existing client.

What can I control with SaaS Mode? #

You can manage which features each client can access, set up rebilling for consumption-based services, define subscription tiers, and automate the billing relationship between you and your clients.