Multi-tenant CRM, CMS, billing, and avatar operations.

The control center for managed avatar memberships.

A first prototype for selling, onboarding, configuring, billing, and supporting companies using the Equinox AI avatar platform.

Open the dashboard conceptSee membership flow ›

Operations cockpit

Manage subscribers, avatar setup, knowledge sources, usage, billing, and implementation status from one place.

Search customers, domains, avatars…
42active memberships
$18.4kmonthly recurring
1,284avatar sessions
97%setup completion

Customer onboarding

Smith Elder LawPayment complete · avatar design in progress
Setup
Northshore DentalWidget installed · waiting on knowledge approval
Review
Harbor Wealth GroupLive on production domain
Active

Usage guardrails

Track HeyGen minutes, conversations, and plan limits before costs surprise us.

Avatar minutes684 / 1,000 this month
68%
Lead captures218 routed to clients
Good

Internal CRM for Equinox.

Customers.

Companies, contacts, implementation status, domains, plan level, notes, and support history.

Avatar ops.

Map each tenant to our HeyGen avatar/context, voice behavior, starter prompts, styling, and usage caps.

Billing state.

Stripe status, failed payments, customer portal links, plan changes, invoices, and access rules.

Provision after first payment.

The public website sells the membership. Once Stripe confirms payment, the platform provisions the tenant and unlocks their dashboard.

Website checkoutStripe Checkout
Payment successfulWebhook received
Tenant createdDashboard unlocked

Deployment tracking.

Store where the universal avatar embed is installed and whether each site is live, staged, or blocked.

Website CMS controls.

Manage the public Equinox Avatar Platform website without touching code: pricing, landing pages, industries, FAQs, blog posts, demo content, and conversion sections.

Homepage heroEditable
Pricing plansStripe-linked
Industry pagesSEO
Case studiesContent

Platform CMS controls.

Use structured admin collections for avatar configs, knowledge collections, onboarding checklists, starter prompts, legal disclaimers, and tenant feature flags.

Avatar configurationsTenant
Approved knowledge sourcesRAG
Lead/intake schemasForms
Support/onboarding tasksOps

Customer dashboard after signup.

Billing portal.

Customers can view plan, update payment method, download invoices, and manage subscription status.

Avatar settings.

Limited safe controls: greeting text, starter questions, brand color, handoff email, and business profile.

Knowledge hub.

Upload approved files, add website URLs, request source review, and see which sources the avatar can use.

Leads & intakes.

View submissions captured by the avatar, mark follow-up status, and export or route to CRM later.

Usage meter.

Show conversations, avatar minutes, plan limit, and upgrade prompts before overage risk.

Implementation.

Copy universal embed snippet, verify domain install, and request help from Equinox during setup.

Memberships customers can buy directly.

The public site needs a self-serve purchase path: choose a plan, pay the first subscription invoice, then unlock the client dashboard and onboarding checklist.

Launch

For small businesses that want a managed avatar presence and basic lead capture.

$499/mo
  • Hosted avatar widget
  • Basic brand styling
  • Starter knowledge collection
  • Lead capture dashboard
  • Email support
Start Launch

Growth

The recommended managed plan for serious client demos and production deployments.

$999/mo
  • Custom avatar setup
  • RAG source manager
  • Intake workflows
  • Usage analytics
  • Priority implementation help
Start Growth

Enterprise

For multi-location businesses, agencies, or regulated workflows that need deeper support.

Custom
  • Multiple avatars/locations
  • CRM integrations
  • Custom limits and SLAs
  • Advanced compliance review
  • Dedicated onboarding
Request consult

Payment and onboarding flow.

Signup checkout

Prototype of the form before Stripe Checkout. In production, this creates the company/account, starts Stripe Checkout, and waits for the payment webhook before enabling dashboard access.

Credit/debit cardStripe Checkout + saved payment method
Default
ACH bank paymentUseful for higher monthly retainers
Optional
Invoice approvalEnterprise/manual onboarding path
Admin
Continue to secure payment
Real payment processing should be handled by Stripe Checkout/Customer Portal. We never store raw card data.

Order summary

Growth membership$999/mo
Initial setup fee$1,500
First payment today$2,499
Next renewalMonthly
After successful payment: tenant is provisioned, dashboard access turns on, onboarding checklist is created, and Equinox receives an implementation task.
Subscription statusActive
Dashboard accessUnlocked
Avatar setupQueued
1Choose planVisitor selects Launch, Growth, or Enterprise.
2Pay first billStripe confirms subscription and setup fee.
3Provision tenantCompany, user, plan, and dashboard are created.
4Start onboardingClient uploads sources and Equinox configures avatar.