Pular para o conteúdo principal

Customizing Direct Access

Control exactly what your end clients see when accessing your instances. Customize visible features according to what each client purchased.

Video Tutorial​

What is Direct Access Customization?​

When you share direct access with your end client, by default they see all features available on the platform:

  • WhatsApp
  • AI (Artificial Intelligence)
  • Voice (Calls)
  • Other features

With customization, you can control exactly which features each client will see, based on what they actually purchased.

Benefits​

  • Professionalism: Client sees only what they bought
  • Avoid confusion: Doesn't show unpurchased features
  • Personalized experience: Each client sees their package
  • Easy upsell: Later you can show new features
  • Complete White Label: AI and Voice without Stevo branding

How It Works​

There are two ways to customize direct access:

1️⃣ Global Configuration (Default Tabs)​

Sets the default for all new instances

2️⃣ Per-Instance Configuration​

Customizes individually each instance

Method 1: Global Configuration (Default Tabs)​

When to use:​

  • You have a sales standard (e.g., always sell WhatsApp only)
  • Want to apply the same configuration to multiple instances
  • Starting out and want to define a default

How to configure:​

Step 1: Access Settings​

  1. Log in to your Stevo account
  2. In the upper right corner, look for "Default Tabs"
  3. Click to open settings

Step 2: Select Features​

Check only what you want to appear by default:

  • WhatsApp - Main chat
  • AI - Artificial Intelligence
  • Voice - Voice calls
  • Other features

Example 1: Sold WhatsApp only

✅ WhatsApp
❌ AI
❌ Voice

Example 2: Sold WhatsApp + AI

✅ WhatsApp
✅ AI
❌ Voice

Example 3: Complete Package

✅ WhatsApp
✅ AI
✅ Voice

Step 3: Save​

  1. Click "Save"
  2. From now on, all new instances will use this configuration
  1. Enter any instance
  2. Generate the direct access link
  3. Share with your client

Result:​

✅ Client will see only the features you enabled!

Method 2: Per-Instance Configuration​

When to use:​

  • Each client purchased a different package
  • Want to customize individually
  • Have specific needs per client

How to configure:​

Step 1: Reset Global Configuration (Optional)​

  1. If you want full control, go to "Default Tabs"
  2. Enable all options
  3. Save

This ensures you customize each instance manually.

Step 2: Enter Specific Instance​

  1. Access the instance of the client you want to customize
  2. Look for the instance settings

Step 3: Configure Visible Tabs​

Inside the instance, select only what that specific client purchased:

Example: Client purchased only Voice + AI

❌ WhatsApp
✅ AI
✅ Voice

Step 4: Save Configuration​

  1. Click "Save"
  2. Wait for confirmation

🚨 IMPORTANT: You MUST generate a NEW direct access link!

  1. Inside the instance, click "Generate Direct Access Link"
  2. A new link will be created with updated settings
  3. Share this new link with your client

Result:​

✅ That specific client will see only Voice and AI!

Complete White Label​

Besides controlling visible features, Stevo now offers total White Label:

Before:​

  • Showed "Stevo AI"
  • Showed "Stevo Voice"

Now:​

  • Shows only "AI"
  • Shows only "Voice"
  • Your brand highlighted!

Other Customizations:​

  • Custom URL (your domain)
  • Custom logo (your brand)
  • No Stevo references

Practical Use Cases​

Case 1: Agency with Different Plans​

Basic Plan:

✅ WhatsApp only
❌ AI
❌ Voice

Intermediate Plan:

✅ WhatsApp
✅ AI
❌ Voice

Premium Plan:

✅ WhatsApp
✅ AI
✅ Voice

Case 2: Modular Sales​

Client A - Sales Department:

✅ WhatsApp
✅ AI (for qualification)
❌ Voice

Client B - Technical Support:

✅ WhatsApp
❌ AI
✅ Voice (for calls)

Client C - E-commerce:

✅ WhatsApp (customer service)
✅ AI (chatbot)
❌ Voice

Important Points​

After any change to visible tabs:

  1. Save the configuration
  2. Enter the instance
  3. Generate a NEW direct access link
  4. Send the new link to the client
Attention

Old links may not reflect new configurations. Always generate a new link after changing tabs!

Security​

  • Client cannot change settings
  • Only you control what is visible
  • Changes are instant after generating new link

Professional Tips​

Best Practices:​

  1. Document internally which package each client has
  2. Use clear naming for instances
  3. Test the link before sending to client
  4. Communicate upgrades when enabling new features
  5. Keep consistency between what was sold and what's visible

Sales Strategy:​

  1. Start simple - Sell basic WhatsApp first
  2. Demonstrate value - Show results
  3. Offer upgrade - "Want to add AI to automate?"
  4. Enable gradually - Increase features as client grows
  5. Monetize each feature - Each tab is a revenue opportunity

Frequently Asked Questions​

If I change "Default Tabs", does it affect old instances?​

No. "Default Tabs" only affects new instances created after the change. Existing instances keep their individual settings.

Can I hide temporarily?​

Yes! Just disable the feature, save, and generate new link. When you want to re-enable, do the reverse process.

Can the client see hidden features?​

No. What you hide will be completely invisible to the end client.

Do I need to notify the client when I change?​

Recommended! If you enable new features (upgrade), communicate to the client. If disabling, also notify.

Does it work with custom URL?​

Yes! Tab customization works perfectly with custom domain.

The link will have the old settings. You must generate a new link after any change.

Summary​

With direct access customization, you have:

✅ Total control over what each client sees
✅ Professional experience and personalized
✅ Complete White Label (no Stevo branding)
✅ Flexibility to create diverse plans
✅ Easy upsell strategy
✅ Client satisfaction (sees only what matters)

Ready to customize? Access your instances and start creating unique experiences for each client! 🚀