Workflow AI utilizes artificial intelligence to optimize and automate workflows, helping your agency and sub-accounts streamline processes and enhance efficiency. This article will cover how to activate Workflow AI, and enable rebilling for clients, ensuring that your agency can maximize the value of this feature while maintaining control over costs.

Eligibility and Access

Agencies on any plan can access Workflow AI. Once Workflow AI is activated via the agency settings, both existing and new sub-accounts will receive 100 free executions. After the free executions are exhausted, charges will apply based on the model used:

• GPT-4 Turbo model: $0.03 per execution
• GPT-3.5 Turbo model: $0.015 per execution

If rebilling is enabled, these charges can be passed on to your clients.

How to Enable Workflow AI at the Agency Level

To activate Workflow AI for your entire agency and all associated sub-accounts, follow these steps:

Navigate to Agency Settings > Company > Basic Details to begin.

Scroll to the Features section, then locate the Workflow AI option and toggle the setting to enable it.

Review and confirm by checking the box for “I confirm that I agree to the Workflow AI terms.”

Rebilling for Sub-Accounts

Once enabled, click the Configure button to activate the Rebilling switch to bill your SaaS clients at cost or apply a markup. 

This will open the Workflow AI Settings which can also be accessed from the left sidebar of your Agency Settings. Enable/ Disable the feature for each sub-account according to your preferences, and toggle the switch to customize rebilling settings. Enabling the Rebilling toggle will direct you to a page where you can specify the rebilling amount. Use the slider to adjust the desired markup and save your changes.

Repeat these steps for all sub-accounts where you wish to rebill Workflow AI usage.

📌Note: For sub-accounts not already in SaaS Mode, you will first need to switch the sub-account into SaaS Mode by navigating to the Sub-Accounts section from the Agency Dashboard. Locate the sub-account, then click the three dots icon. Select "Switch to SaaS."

Rebilling Process

Here’s how the rebilling process works:

• Agencies are billed directly for the usage of Workflow AI, with invoices issued under the agency’s branding.
• Sub-accounts (your clients) are billed by you, with invoices bearing your company's branding. Payments are deposited into the integrated Stripe account.

This rebilling model is similar to how other products on the platform utilize a "credits" system, such as LC Phone or LC Email, allowing you to manage costs and profits efficiently.

By following the instructions above, your agency can effectively implement Workflow AI and streamline the process for your sub-accounts!