Partner Login Flow

Step-by-step guide to logging into the Knotie AI Pro Partner Portal — from first-time credentials to the 6-step onboarding checklist.

Overview

This guide walks you through logging into the Knotie AI Pro Partner Portal as a new partner. By the end, you’ll be on your dashboard with full access to the onboarding checklist.

Time to complete: ~5 minutes for first login (password change + optional MFA).

---

Step 1 — Navigate to Partner Login

Go to the partner login page:

https://knotie-ai.pro/partner/login

What you’ll see:

• Email and password fields
• Sign In button (primary CTA)
• “Continue with Google” option (SSO)
• “Login with Passkey” option (FIDO2/WebAuthn)
• “Forgot password?” link

---

Step 2 — Enter Credentials

Enter the email address and temporary password provided in your welcome email.

• Email: your partner email (e.g. [e-mail])
• Password: the temporary password from the welcome email

Click Sign In.

First login only: If this is your first time logging in, you’ll be prompted to change your password immediately after this step.

---

Step 3 — Set a New Password (First Login Only)

If this is your first login, you’ll see the Change Password screen:

Fill in all three fields:

• Current Password — enter your temporary password
• New Password — create a strong password (min. 8 characters, mixed case, numbers)
• Confirm New Password — re-enter your new password

Click Change Password to continue.

---

Step 4 — MFA Setup Prompt (Optional)

After your first password change, you may see an MFA setup prompt:

This is optional but recommended. To skip and continue to the dashboard:

• Click “Remind Later”

You can enable MFA any time from Settings → Security.

---

Step 5 — Welcome / Video Tutorial Screen

After login you’ll see a welcome screen with a quick platform overview:

Your options:

• Manual — skip the video walkthrough and go straight to the dashboard (recommended for returning users)
• Nexus New — explore a new feature (Nexus)
• Watch Tutorial — play an interactive guided tour

To skip and go directly to the dashboard, click Manual.

---

Step 6 — Partner Dashboard & 6-Step Onboarding Checklist

You’re now on the Partner Dashboard:

Getting Started Widget

The Getting Started (0/6) widget is your onboarding guide. Complete all 6 steps to unlock 100 Knotie Credits as a reward.

#	Step	What to do
1	Customize Your Pod	Set up your whitelabel portal with subdomain or custom domain
2	Onboard Your First Customer	Create your first customer account via Quick Onboard
3	Import an Agent	Create or import an AI agent (Retell, VAPI, Ultravox, ElevenLabs, GHL)
4	Review Analytics	Confirm your customer has accessed their portal
5	Complete Whitelabeling	Configure email settings (SMTP or SES domain)
6	Setup Your Payments	Integrate your Stripe Connect account

Progress is saved automatically — you can complete the checklist across multiple sessions. The checklist reappears every 7 days if you haven’t completed it.

Quick Actions (Top of Dashboard)

• Pricing Calculator — estimate pricing for new customers
• Onboard New Customer — start the customer onboarding flow

Account Overview (Top-Right)

• Knotie Credits — your current balance (5,000 credits on signup)
• Telephony — call spend to date
• Auto-recharge — toggle auto-recharge settings
• Quick Buy Credits — purchase more credits
• Storage — portal storage used vs. allocated

---

Credential Reference

Field	Where to find
Partner email	Your registered partner email (e.g. [e-mail])
Temporary password	Sent in the welcome email from [e-mail]
Dashboard URL	https://knotie-ai.pro/partner/dashboard
Support	Click Get Support in the sidebar or email [e-mail]

---

Troubleshooting

“Invalid credentials” on login

• Check your email spelling — use the address from your welcome email
• Your temporary password expires after first use — must be changed immediately
• If you forgot your password, use “Forgot password?” to reset

MFA setup failing

• Use an authenticator app (Google Authenticator, Authy, etc.)
• Save the backup codes in a secure location
• You can skip and enable MFA later from Settings → Security

Dashboard shows “Setting up your command center”

• This is a loading screen — wait a few seconds
• If it persists more than 30s, refresh the page

Onboarding steps not saving progress

• Progress saves automatically after each step
• If a step doesn’t save, try completing it again or refresh the dashboard