Salebot.ai
  • About
  • The basics: How to use Salebot.ai
    • The basics of using the editing software
    • Creating blocks and the types of them
    • Arrows (connections)
    • Quick actions
    • Buttons
    • Condition and Matching selection
    • Links to messengers
    • Blocks "not State"
    • The first message
    • Description of the fields in the Editor
    • How to make the bot not interrupt the dialogue with the client
    • Sending attachments. Tracking links.
    • Getting files from the user
    • Editing text message
    • Random answers in a bot
    • Built-in variables
    • Reservation and recovery
    • Free Videos to master Salebot
  • Administration
    • Custom Roles
    • Reservation and recovery
  • Messengers and chats
    • WhatsApp
    • Whatsapp Business API
    • Telegram
    • Viber
    • Facebook Messenger
    • Official Instagram
    • Online-chat on a site
    • Merging contacts from different messengers
  • Variables
    • Variables
    • Calculator
    • API in Calculator
    • Variable comparison
    • Working with Dates and Time
    • Working with Arrays and Dictionaries
    • List of Useful Regular Expressions
    • How to use variables
  • CRM
    • AmoCRM
    • Bitrix24
  • Working with API
    • The editing software's API
    • Integration with third-party APIs
  • Integrations
    • Payment systems
      • Capusta.space
      • Coinpayments
      • INXY Payments
      • Paypal
      • Payeer.trade
      • Paynow
      • Stripe
      • Telegram
      • Fondy
      • Wayforpay
      • WalletOne
    • InfoBusiness
      • MyOwnConference
      • WebinarGeek
    • Analytics
      • Roistat
      • Facebook Pixel
      • Google Analytics
    • Google Sheets
    • Google Tables
    • Google Calendar
    • Apix-Drive
    • SMS services
    • Sendpulse
    • QuizGO
    • Tilda
    • Linkrr
    • Vakas-Tools
  • Mailings
    • Pipelines
    • Manual mailings
    • Mailing list
    • Stop mailing
    • How to filter clients for mailing
    • Transferring the client base. Uploading Whatsapp numbers
  • To partners
    • How to transfer the project to the customer
  • How to...
    • FAQ
    • ...Create a simple chatbot
    • ...Transfer UTM-labels
    • ...Create a referral program
    • ...Create temporarily available content
    • ...Connect analytics counters and configuring conversions through GTM
    • ...Move clients to another block
    • ...Create personalized images
    • ...Create a menu in Telegram
    • ...Connect Telegram-pay
  • Payment Services
    • Page 1
  • Mini-landing
  • Special capabilities
    • Python programming
    • Generating a QR-code
    • Generating a barcode
    • Barcode recognition on an image
    • Using Google Sheets for mailings
    • Sending requests to messengers and email
    • Working with promo codes
  • Our services
    • Pricing
    • Training courses
  • Group 1
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On this page
  • How to make a backup of the project
  • How to give access to the project
  • How to quit the project
  1. To partners

How to transfer the project to the customer

If you make a bot to order or made a bot, which you sell to mass, this article is for you.

PreviousTo partnersNextHow to...

Last updated 3 years ago

The transfer of the project can be divided into several parts.

  • Make a backup of the project;

  • Give access to the project to the customer;

  • Connect messengers;

  • Quit the project.

Under this scheme you will be charged partner fees for each copy of the project.

You can transfer the access without copying the project, just after adding the customer leave it, but this option is not recommended, as the customer may break something in the project, and a backup copy will allow him to quickly help.

How to make a backup of the project

You can do this either in the "Backup - Project Recovery - Backup" section

Or in the list of projects:

Messages and connected messengers are not transferred to the copy, after copying they must be added.

If you made an error copy, you can delete it in the project settings.

Once deleted, the project cannot be restored.

How to give access to the project

Access to the project is given in the section "Settings".

If you are transferring the project to the customer, it is necessary to give access as administrator.

How to quit the project

To exit the project, you must click on the strikethrough icon in the access list

Or in the list of projects button "Leave the project"

More about reservation

HERE