Running NewOaks AI as a service, AI Chatbots

NewOaks AI Agency Implementation, White-Label Omni-Channel Lead Automation

Learn how to deploy NewOaks AI as a white-label solution for your clients, configure omni-channel agents across SMS, phone, WhatsApp, and social platforms, and build recurring revenue through appointment booking and lead capture automation. This course covers knowledge base setup, channel integration, client onboarding workflows, and strategies for packaging NewOaks as a productized service.

Open the decision record for NewOaks AI

What does running NewOaks AI for clients commit you to?

Published figures for this service. Blank fields are not published.

Monthly tool cost
$398/month for the agency white-label tier (lowest plan with white-label features)
Time to first value
Not published
Payback
Not modeled

Is NewOaks AI worth running as a client service?

NewOaks AI enables a white-label AI agent service with a relatively low monthly cost of $398 for up to 100 clients, but the time investment to onboard each client and the actual ROI depend on agency-specific pricing and operational efficiency, which are not provided in the data.

An agency-fit judgement for reselling this service. It is separate from the tool description on the decision record.

Before you start

What has to be in place before the first client engagement.

Tools and subscriptions

  • NewOaks AI Agency plan ($398/month) for white-label and sub-accounts
  • Agency's own domain for custom branding
  • Twilio account for phone call integration
  • GoHighLevel CRM (optional, for lead management integration)

People and inputs

  • Sample knowledge base documents from a target client to test
  • Access to client's social media accounts (Instagram, Facebook Business Page, WhatsApp Business API)
  • Website URL of client for initial scraping

Included with the course

7 working documents for delivering this service.

  • NewOaks White-Label Onboarding Checklistchecklist
  • Knowledge Base Document Preparation Templatetemplate
  • Omni-Channel Agent Configuration SOPsop
  • Client Retainer Pricing Worksheetworksheet
  • Twilio and GoHighLevel Integration Guideguide
  • Lead Capture and Appointment Booking Workflowsop
  • Sub-Account Management and Branding Playbookguide

Listed by name. These documents are not yet published as individual downloads.