Partner Onboarding

Welcome to the FAOS Partner Program! This guide will help you set up your partner account, understand the platform, and start delivering AI agent solutions to your clients.

What is the FAOS Partner Program?

As a FAOS partner, you can:

• White-label the platform with your branding
• Resell FAOS to your clients with your own pricing
• Customize agent behaviors for specific industries
• Deploy solutions for multiple clients from one account
• Earn revenue through flexible pricing models

Partner Types

Partner Type	Best For	Features
Reseller	Agencies, consultants	White-label, client management, revenue share
Technology Partner	Software vendors	API integration, embedded agents, OEM licensing
Implementation Partner	System integrators	Custom deployments, enterprise setup, support

Getting Started

Step 1: Create Your Partner Account

1. Visit https://partners.faos.ai/signup
2. Select your partner type
3. Complete the application form
4. Agree to Partner Terms & Conditions
5. Submit for review

Review time: 1-2 business days

Once approved, you'll receive:

• Partner dashboard access
• API credentials
• White-label configuration portal
• Partner resources and documentation

Step 2: Set Up Your Partner Profile

Navigate to Partner Dashboard > Profile

Configure Company Information

Company Name: Your Company Name
Display Name: How clients see your brand
Website: https://yourcompany.com
Support Email: support@yourcompany.com
Support Phone: +1-555-0100
Logo: Upload your logo (PNG, 500x500px min)
Primary Color: #007AFF (your brand color)

Set Up Billing

Configure how you'll bill clients:

• Pass-through: Bill clients directly via FAOS
• Self-bill: You invoice clients separately
• Hybrid: Mix of both models

Recommended: Pass-through for easier management

Step 3: Configure White-Label Settings

Make FAOS look like your product.

Branding

Platform Name: "AI Agents by Your Company"
Login URL: agents.yourcompany.com (custom domain)
Email Domain: agents@yourcompany.com
Brand Colors:
  Primary: #007AFF
  Secondary: #5856D6
  Accent: #FF9500
Logos:
  Dashboard: logo-light.png
  Email: logo-dark.png
  Favicon: favicon.ico

Custom Domain Setup

1. Add DNS CNAME record:

agents.yourcompany.com → partners.faos.ai

2. Request SSL certificate in partner dashboard
3. FAOS provisions custom domain (24-48 hours)
4. Your clients access platform at your domain

Email Customization

All system emails sent to clients use your branding:

• From: "Your Company" <noreply@yourcompany.com>
• Subject line prefix: [Your Company]
• Email footer with your contact info
• Customizable email templates

Step 4: Understand the Platform Architecture

graph TB
    A[Partner Account] --> B[Client 1 Workspace]
    A --> C[Client 2 Workspace]
    A --> D[Client 3 Workspace]
    B --> E[Agents]
    B --> F[Workflows]
    B --> G[Integrations]
    C --> H[Agents]
    C --> I[Workflows]
    D --> J[Agents]

Key concepts:

• Partner Account: Your master account managing all clients
• Client Workspaces: Isolated environments for each client
• Agents: AI agents configured per client needs
• Shared Resources: Templates and ontologies you create once, deploy many times

Step 5: Create Your First Client Workspace

Via Partner Dashboard

1. Navigate to Clients > Add Client
2. Fill in client details:

Client Name: Acme Corporation
Industry: Manufacturing
Plan: Professional
Contact:
  Name: John Smith
  Email: john@acme.com
  Phone: +1-555-0199
Billing:
  Method: Pass-through
  Start Date: 2025-01-01

3. Click Create Workspace

Via API

const client = await faos.partners.clients.create({
  name: "Acme Corporation",
  industry: "manufacturing",
  plan: "professional",
  contact: {
    name: "John Smith",
    email: "john@acme.com",
    phone: "+1-555-0199"
  },
  billing: {
    method: "pass_through"
  }
});

console.log(`Client created: ${client.workspace_id}`);

Result: Client receives welcome email with login credentials

Step 6: Configure Initial Agents for Client

Set up essential agents for the client workspace.

Pre-Configured Agent Templates

Choose from industry-specific templates:

Manufacturing (Acme example):

• Customer Service Agent (L2)
• Order Processing Agent (L3)
• Inventory Management Agent (L2)
• Quality Control Agent (L1)

Deploy Template Agents

// Deploy agent template to client workspace
await faos.partners.deployTemplate({
  workspace_id: client.workspace_id,
  template: "manufacturing-customer-service",
  config: {
    autonomy_level: 2,
    business_hours: "9am-5pm EST",
    integrations: ["erp_system", "email"]
  }
});

Customize Agent Settings

Agent: Customer Service Agent
Autonomy Level: L2 (Recommend actions)
Knowledge Base:
  - Acme product catalog
  - Return policy
  - Shipping information
Integrations:
  - Acme ERP system
  - Acme email (support@acme.com)
Business Rules:
  - Escalate orders > $10,000
  - Auto-approve returns < $100
  - Business hours: 9am-5pm EST

Step 7: Train Agents with Client Data

Upload Knowledge Base

Agents need to understand the client's business:

1. Navigate to client workspace
2. Go to Knowledge > Upload
3. Add client-specific documents:

- product_catalog.pdf
- faq.md
- return_policy.pdf
- shipping_guidelines.pdf
- company_overview.pdf

4. Agents automatically index and learn from documents

Configure Industry Ontology

Apply the appropriate industry ontology:

await faos.agents.update(agent.id, {
  ontology: "manufacturing",
  domain_config: {
    entities: ["Product", "Order", "Shipment", "Invoice"],
    workflows: ["order_processing", "inventory_check", "shipping"],
    compliance: ["ISO_9001", "OSHA"]
  }
});

Step 8: Set Up Client Integrations

Connect agents to client's existing systems.

Common Integrations

ERP Systems:

• SAP
• Oracle NetSuite
• Microsoft Dynamics
• Odoo

CRM Systems:

• Salesforce
• HubSpot
• Microsoft Dynamics CRM

Communication:

• Email (SMTP/IMAP)
• Slack
• Microsoft Teams

Integration Setup Example

// Connect to client's Salesforce
await faos.integrations.create({
  workspace_id: client.workspace_id,
  type: "salesforce",
  credentials: {
    instance_url: "https://acme.salesforce.com",
    client_id: process.env.SALESFORCE_CLIENT_ID,
    client_secret: process.env.SALESFORCE_CLIENT_SECRET,
    refresh_token: process.env.SALESFORCE_REFRESH_TOKEN
  },
  scopes: ["read_contacts", "read_leads", "write_tasks"]
});

Security: Credentials encrypted at rest, never exposed to agents directly

Step 9: Test Before Client Handoff

Run Test Scenarios

Before giving client access, validate everything works:

Test 1: Customer Service Inquiry

User: "What's the return policy for defective products?"
Expected: Agent provides accurate policy from knowledge base

Test 2: Order Status Check

User: "What's the status of order #12345?"
Expected: Agent queries ERP, returns real-time status

Test 3: Escalation

User: "I want to cancel order #99999 worth $50,000"
Expected: Agent escalates to human (exceeds auto-approval threshold)

Review Autonomy Levels

Confirm agents operate at appropriate autonomy:

Agent	Level	Validation
Customer Service	L2	Recommends, doesn't act without approval
Order Processing	L3	Auto-processes routine orders
Inventory	L2	Suggests reorders, waits for approval

Step 10: Client Training & Handoff

Prepare Handoff Materials

Create client-specific documentation:

1. Agent Overview: What each agent does
2. User Guide: How to interact with agents
3. Admin Guide: How to monitor and adjust agents
4. Integration Map: What systems are connected
5. Support Contacts: How to reach you for help

Schedule Kickoff Call

Cover these topics:

• Platform overview (15 min)
• Agent demonstration (20 min)
• How to monitor agents (10 min)
• Q&A (15 min)

Grant Client Access

// Invite client admin users
await faos.partners.inviteUser({
  workspace_id: client.workspace_id,
  email: "john@acme.com",
  role: "admin",
  send_welcome_email: true
});

Client receives email with:

• Login credentials
• Platform access URL
• Getting started guide
• Your support contact

Partner Dashboard Overview

Your command center for managing all clients.

Key Metrics

graph LR
    A[Partner Dashboard] --> B[Clients: 25]
    A --> C[Active Agents: 150]
    A --> D[Monthly Interactions: 45K]
    A --> E[Revenue: $12,500/mo]

Main Sections

Clients

• View all client workspaces
• Monitor usage and billing
• Add/remove clients
• Access client dashboards

Revenue

• Monthly recurring revenue (MRR)
• Per-client revenue breakdown
• Invoices and payments
• Commission reports (if applicable)

Templates

• Create reusable agent templates
• Build workflow templates
• Share across clients
• Version control

Analytics

• Cross-client performance
• Popular use cases
• Error rates
• ROI metrics

Pricing & Billing

Partner Pricing Models

Model 1: Revenue Share

• You set your own pricing
• FAOS charges you wholesale rate
• You keep the margin

Example:

• FAOS wholesale: $0.02/interaction
• You charge client: $0.04/interaction
• You earn: $0.02/interaction margin

Model 2: Fixed Monthly

• Monthly fee per client workspace
• Includes up to X agents/interactions
• You set client pricing

Example:

• FAOS charges you: $500/month per client
• You charge client: $1,000/month
• You earn: $500/month margin

Model 3: Usage-Based

• Pay per agent, per interaction, or per workspace
• Volume discounts apply
• Flexible for different client sizes

Client Billing Options

You can bill clients:

• Via FAOS: FAOS charges client, pays you commission
• Self-bill: You invoice clients directly
• Hybrid: FAOS bills usage, you bill services

Recommended: Self-bill for maximum control and margin

Support & Resources

Partner Resources

• Partner Portal: https://partners.faos.ai
• Documentation: https://docs.faos.ai
• API Reference: https://api.faos.ai/docs
• Slack Community: Join Partner Slack

Support Channels

Channel	Response Time	Best For
Email (partners@faos.ai)	4 hours	General questions
Slack (#partner-support)	1 hour	Technical issues
Phone (+1-555-FAOS-HELP)	Immediate	Urgent escalations
Quarterly Business Reviews	Scheduled	Strategy, growth planning

Partner Success Manager

Every partner gets a dedicated success manager:

• Onboarding assistance
• Best practices guidance
• Growth strategies
• Quarterly business reviews

Next Steps

Now that you're onboarded:

1. Customize Your Platform - Deep dive into white-labeling
2. Deploy for Clients - Advanced deployment patterns
3. Build Agent Templates - Create reusable agent configurations
4. API Integration - Automate client onboarding

Common Questions

How long does it take to onboard a client?

Simple setup: 1-2 hours

• Create workspace
• Deploy template agents
• Basic integration

Complex setup: 1-2 days

• Custom agent configuration
• Multiple integrations
• Extensive knowledge base
• Custom workflows

Can I use my own LLM models?

Yes, FAOS supports bring-your-own-model (BYOM):

• OpenAI (GPT-4, GPT-3.5)
• Anthropic (Claude)
• Custom models via API

Configure per client workspace or use FAOS-provided models.

What support do clients receive?

Clients get:

• From you: First-line support (you define SLA)
• From FAOS: Platform support, technical issues
• Documentation: Full self-service docs

You decide the support model for your clients.

How do I scale to 100+ clients?

Use automation:

• API-based client provisioning
• Template-driven agent deployment
• Automated reporting
• Self-service client portal

Partners managing 100+ clients typically automate 90% of onboarding.

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Welcome to the FAOS Partner Program! We're excited to help you grow your AI agent business.