Selling Access to Your AVCodex Agent

Turn an AVCodex agent into a recurring product. Sell credit packs or subscriptions to clients, dealers, or trade partners through Stripe.

If you have already built an internal agent that helps your own team, you can package it for clients: an "AskOurAV" agent for end-clients to troubleshoot their own rooms, a Crestron-programmer assistant your dealers can subscribe to, or a SOP and spec-sheet bot for design firms. Stripe handles the payments. AVCodex handles the access.

1. Connect Stripe

Open the Access page and click the Sell tab. Click the Stripe button to connect your account. If you do not have a Stripe account yet, you will create one during onboarding.

2. Enable Monetization

In the Monetization card, toggle it on. From here you can also configure:

• Free Trial Credits: how many credits new users start with.
• Currency: USD, EUR, GBP, BRL, and more.
• Tax Behavior: exclusive, inclusive, or unspecified.

3. Create a Package

In the Packages section, click New Package:

• Name: what users see (e.g. "100 Support Credits").
• Package Type: One Time or Subscription.
• Credits: for one-time packages, how many the user gets.
• Price: what to charge.

4. Enable User Signup

Monetization requires signup. Open the Access tab and confirm User Signup is on.

Users buy a credit bundle and burn credits per message.

Setting Up Credits#

1. Open Access -> Sell.
2. Click New Package.
3. Select One Time as Package Type.
4. Set credit count and price.
5. Click Create Package.

Example Packs for an AV Helpdesk Agent#

A managed-services AV firm might sell the Site Pack to a single-site client (one conference room and a boardroom) and the Portfolio pack to a national account with 30 rooms.

Recurring monthly access for ongoing relationships.

Setting Up Subscriptions#

1. Open Access -> Sell.
2. Click New Package.
3. Select Subscription as Package Type.
4. Set the monthly price.
5. Click Create Package.

Subscriptions provide unlimited access (no credit ledger).

A common pattern: $99/month per dealer for unlimited access to your Crestron-programmer assistant, or $499/month per client site for an end-user AV helpdesk that runs in their conference rooms via QR code.

Hand new users a few free credits so they can try the agent:

1. Open the Monetization card.
2. Set Free Trial Credits to a starter amount (10 is a common choice).
3. New users receive those credits automatically.

Useful for letting a prospective dealer or client kick the tires before they pay.

User Signup#

Required for monetization. It also:

• Tracks per-user usage.
• Enables purchase history.
• Lets you ban or refund individual users.

Domain Whitelisting#

Restrict signups to a specific email domain:

1. Enable Domain Whitelisting.
2. Enter the domain (e.g. acme-corp.com).
3. Only emails on that domain can sign up.

Useful for an internal-tools rollout or a single-client deployment in a corporate AV environment.

Email Gating#

Whitelist specific email addresses:

1. Enable Email Gating.
2. Add the specific addresses allowed to sign up.

More restrictive than domain whitelisting. Good for a small dealer pilot or a named-user contract.

Inside the Monetization card, expand Advanced Checkout Options:

• VAT Dynamic Tax: auto-calculate VAT based on the buyer's country.
• Collect Shipping Address: request a shipping address at checkout.
• Collect Phone Number: request a phone number at checkout.
• Collect Tax ID: for business purchases.
• Always Collect Billing Address: even without VAT.
• Allow Promotion Codes: let users enter a discount code (handy for trade-show offers).

Track revenue at dashboard.stripe.com:

• Payments: all transactions.
• Subscriptions: active subscribers.
• Customers: per-customer detail.
• Reports: revenue analytics.

Edit a Package#

Click a package in the table to edit it.

Delete a Package#

Click the delete button next to a package. Users who already bought are unaffected.

"Cannot enable monetization when user signup is disabled"#

Monetization requires signup. Open the Access tab and enable User Signup.

Stripe Not Connecting#

1. Confirm you are signed in to the correct Stripe account.
2. Finish all Stripe onboarding steps.
3. If you stall, try the connection again from a fresh browser session.

Users Cannot Purchase#

1. Verify Stripe is connected.
2. Check that monetization is enabled.
3. Make sure at least one package exists.
4. Confirm user signup is enabled.

We are exploring credit charges only when the agent performs specific actions, instead of charging per message.

Why per-message charging is awkward:

• Users get billed for "hi there" or a question that the agent could not answer.
• Credits drain even when no real outcome was delivered.
• Cost does not line up with the value the agent produced.

Action-based charging would let you:

• Charge only when a Custom Action runs (for example, "open a ticket in ServiceNow" or "generate a Crestron control system code skeleton").
• Tie cost to specific high-value behaviors.
• Let users chat freely and pay only for results.

Note: Want this feature? Tell us. The more demand we see from AV ops teams, the sooner we ship it.

You can pull billing and subscription data programmatically through the AVCodex MCP Server.

Available Tools#

Example Prompts#

"What's my current credit balance?"
"Show me my subscription status."

Workflow: Billing Overview#

You: Show me my billing information.

Agent: [calls get_credits and get_subscription]

Current Plan: Pro ($29/mo)
Credit Balance: $7.50 remaining
Included Usage: $10/month

This month's usage:
- 2,341 messages processed
- $2.50 in AI costs

Note: MCP server access requires a Builder plan or higher.

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