Partner Support

Help & Support

Answers about your referral link, commission tiers, payouts, and everything else in your partner dashboard. Looking for quick answers about earning potential or the product itself? See the Partner FAQ.

Getting Started
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Earning & Commissions
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Payouts
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Your Dashboard & Tools
6 articles
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Manager Accounts
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Legal & Policies
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Getting Started

What is the Deskio AI Partner Program?

The Partner Program lets you refer businesses to Deskio AI - an AI receptionist platform that answers customer questions, books appointments, and captures leads for dental clinics, real estate agencies, and insurance agencies - and earn a recurring commission on every subscription payment they make, for as long as they stay a customer. It's free to join, open to anyone (developers, freelancers, marketers, or simply anyone with a network of businesses that could use it), and doesn't require any technical skill or prior sales experience.

In practice, being a partner comes down to three things: sharing your unique referral link with businesses that might benefit, letting the tracking handle attribution automatically once someone signs up through it, and getting paid a percentage of what they pay every month after that. There's no quota, no minimum activity requirement, and no cost or fee ever deducted from your account - your dashboard, referral link, and Marketing Kit are all available the moment you verify your email.

How do I become a partner?

Sign up with your name, email, and password from the Partner Program landing page's signup form. You'll get a 6-digit verification code by email within a minute or two - enter it on the verification page to activate your account. Once verified, you're taken straight to your dashboard with your own referral link ready to share; there's no manual approval step or waiting period after that.

You'll also be asked to confirm you're 18 or older and agree to the Partner Agreement, Terms of Service, Privacy Policy, and Cookie Policy as part of signing up - see "Is there a cost to join, or any eligibility requirement?" below for what those actually cover. If the verification email doesn't arrive within a few minutes, check spam first; the verification page also has a "resend code" option if you need a fresh one.

Is there a cost to join, or any eligibility requirement?

Joining is completely free - there's no signup fee, no subscription cost, and nothing is ever deducted from your commission balance. You do need to be 18 or older and agree to the Partner Agreement, Terms of Service, Privacy Policy, and Cookie Policy when you sign up; these cover things like how referral attribution and commission tiers work, and what happens to your account data.

The Partner Program's signup step is currently limited to Pakistan - creating a partner account requires signing up from a Pakistani IP address, since payouts are made in PKR to a Pakistani bank account and identity verification requires a Pakistani CNIC. The landing page itself is visible to anyone worldwide (so it can be shared and found via search), but the actual signup form is gated to that region. This restriction is only on your own partner account - the businesses you refer can be located anywhere Deskio AI is sold; see "Can I actually refer businesses outside Pakistan?" in the FAQ for more on that.

Do I need a website to be a partner?

No. Your referral link works anywhere you can share a URL - social media posts and DMs, WhatsApp, email, or simply telling someone the link in person while helping a business get set up. Plenty of partners never touch a website at all and refer entirely through direct outreach or social sharing.

If you do want a more polished way to pitch, the Marketing Kit (in your dashboard) gives you a ready-to-send email template, social banner pack, printable one-pager, and full pitch deck - all pre-filled with your referral link - so you're not required to build anything yourself even if you want more than a bare link.

Earning & Commissions

How much commission do I earn?

20% of every payment a business you referred makes, for as long as they stay subscribed - this is the Silver tier, and it's what you earn from your very first referral, with no minimums and no waiting period before it kicks in. Once 5 or more of your referred clients are active on a paid plan (not a free trial), your rate increases to 25% on your whole referred book, not just the newest clients - this is the Gold tier.

The commission is always calculated as a percentage of what the client actually pays that month, in whatever plan and currency they're billed in - see "How much does each plan actually pay me?" below for how that varies by industry, plan tier, and region. There's no cap on total earnings and no limit on how many businesses you can refer.

How is my tier (Silver/Gold) calculated?

Your tier isn't a stored label on your account - it's recalculated from your live count of active referred clients (clients on a paid plan, not just a free trial) every single time a new commission is generated. Reach 5 active clients and every commission from that point earns the 25% Gold rate across your whole book, for as long as you keep 5 or more active clients.

Because it's recalculated live rather than a one-time milestone, it's worth understanding the downside case honestly: if your active client count later drops below 5 - say a couple of clients cancel their subscriptions - new commissions generated after that point go back to being calculated at the 20% Silver rate, until your active count climbs back to 5 or more. Nothing you've already earned or already been paid out is ever reduced or clawed back; only the rate applied to new commissions going forward can change. In practice this means the more diversified and stable your referred client base, the more reliably you stay at Gold.

What counts as a referral?

Anyone who signs up for Deskio AI after clicking your referral link - or who signs up within the 90-day cookie window after clicking it, even without clicking again - is tracked as your referred client. They show up in your Referred Clients dashboard page right away, with their industry and signup date visible, but commission generation only begins once they're on a paid plan; a free trial signup alone doesn't generate any commission yet.

Referrals are also checked automatically against fraud signals (matching IP address, name, or phone number between your account and a referred client's) to catch likely self-referral attempts before any commission is paid on them - this protects the integrity of the program for every partner, not just a compliance formality.

When exactly do I earn commission - is it one-time or recurring?

It's recurring, not one-time. Every month a client you referred pays their subscription, you earn your commission percentage on that same payment again - for as long as they remain a paying customer. There's no cap on how long this continues, no limit on how many clients you can refer, and no separate "first payment bonus" that's different from every payment after it - the percentage stays the same for the life of the client's subscription (subject to your own tier, which can move between Silver and Gold as described above).

How much does each plan actually pay me?

It depends on the client's industry and plan tier - dental, real estate, and insurance each have their own Starter/Growth/Business pricing, and pricing also varies by the client's billing region (Pakistan in PKR, or international regions in USD/GBP/EUR - see "Do international clients pay in their own currency?" in the FAQ). Your dashboard and the Partner Program landing page both show the exact current plan prices for every industry and region, along with what 20%/25% of each one works out to.

There's also an interactive calculator on both your dashboard and the landing page, so you can plug in a rough mix of referred clients (how many, which industry, which plan tier) and see an estimate of your recurring monthly earnings, rather than doing the percentage math by hand for every scenario.

Is there a limit on how many businesses I can refer?

No - there's no cap on the number of businesses you can refer, and no limit on the total commission you can earn from them. Every referral is tracked and paid the same way regardless of whether it's your first or your fiftieth, and reaching Gold tier only raises your rate, it doesn't change how referrals are counted or tracked.

Does the free trial generate commission for me?

No - every Deskio AI plan starts with a free 7-day trial, and no commission is generated during that trial since there's no actual payment yet for a percentage to apply to. Your commission starts the moment the trial converts into a real paid invoice, and continues every month after that for as long as the client stays subscribed. If a referred business never converts from trial to paid (they simply stop using it, or cancel before the trial ends), no commission is ever generated for that referral - it still shows up in your Referred Clients list, just without any commission history attached.

Payouts

How do I request a payout?

From the Payout Settings page in your dashboard, once your available balance is at or above the minimum threshold (Rs 10,000 - see below). Requesting a payout is a two-step process: clicking "Request Payout" emails you a one-time confirmation code, and entering that code on the same page confirms the request. This two-step flow exists so a payout can never be triggered by anyone but you, even in the unlikely case your session were somehow compromised - a stolen session cookie alone isn't enough to redirect a payout, since the confirmation code only ever goes to your verified email.

Once confirmed, the request is queued for an admin to review and mark as sent - see "Can I see my payout and commission history?" below for how that's recorded.

Is there a minimum balance before I can withdraw?

Yes - your available balance needs to reach at least Rs 10,000 before you can request a payout. This avoids processing very small withdrawals one at a time, which keeps the payout process efficient for both you and the team handling it. You can see your current available balance, and exactly how much more you need to reach the threshold, on the Payout Settings page at any time - it's calculated live, not something you have to estimate yourself.

How long after a referral pays do I see that money as available?

New commission is held for 30 days (a "Net-30 hold") before it moves into your available balance - the same kind of window used industry-wide across affiliate and referral programs to let a refund, chargeback, or cancellation settle before a payout actually goes out. It's not a way to sit on your money indefinitely; the hold is a fixed 30 days from when the commission was generated, and it moves to your available balance automatically once that period passes, with no action required from you.

Your Payout Settings page shows your available total and your pending (held) total as two separate figures, along with the date your next held amount is due to clear, so you always know exactly where your money stands rather than seeing one combined number.

What do I need to provide before my first payout?

Before your first payout, you'll need to provide: your full name exactly as it appears on your CNIC and bank account, your CNIC number, your bank details (Bank Name, Account Title, and IBAN), and clear front/back photos of your CNIC. This confirms you're the real owner of the account being paid, and protects you from your earnings ever being redirected to the wrong account.

It's a one-time setup - once your payout details are saved, future payout requests only need the OTP confirmation step described above, not re-entering your bank details and CNIC every time. If any of your saved details ever change (a new bank account, for instance), you can update them again from the Payout Settings page before your next request.

Why do you need my CNIC?

It verifies your identity before any money is sent, so your earnings can't be redirected to someone else's bank account - this is standard identity verification for any financial payout in Pakistan, not something specific or unusual to Deskio AI. Your CNIC and bank details are encrypted at rest in the database, and the CNIC images you upload go through the same validated upload handling used elsewhere in the app: the file's real bytes are checked (not just its filename extension), images are re-encoded rather than stored exactly as uploaded, and unsafe or active-content PDFs are rejected outright. This is the same security-hardened upload path used for sensitive documents elsewhere in the product, not a separate, less-scrutinized one built just for partners.

How do I get paid - what payment methods are supported?

Bank Transfer to a Pakistani IBAN is the only payout method active right now. JazzCash, EasyPaisa, and Payoneer are shown in the dashboard as visibly disabled "Coming Soon" options for transparency about what's planned, but they aren't wired up yet on the backend - selecting anything other than Bank Transfer is rejected by the server even if someone tried to submit it directly, not just hidden in the UI. If you're waiting on one of those other methods, there's no ETA to share yet; Bank Transfer is the one to use in the meantime.

Can I see my payout and commission history?

Yes - the Commissions page in your dashboard lists every commission earned from your referred clients, including the client it came from, the amount, and its status (held, available, or paid). The Payout Settings page separately shows your available and held balance totals. Once an admin marks a payout as sent, it's recorded against a real transaction reference, not just flagged "paid" with no supporting record - so there's always a concrete trail for every payout you've received.

I have a pending payout request - can I request another one?

No - only one unfulfilled payout request is allowed at a time. If you try to request again while one is still pending, you'll see a message telling you a request is already in progress rather than a new confirmation email. Once your existing request is processed and marked paid, you're free to request again as soon as your available balance is back above the Rs 10,000 threshold - new commissions keep accumulating toward that in the meantime, they just aren't part of an already-submitted request.

Your Dashboard & Tools

What's in the Marketing Kit?

The Marketing Kit page in your dashboard gives you: a ready-to-send email template you can use as-is for cold or warm outreach, a social banner pack (square, link-share, and story sizes sized for Instagram, Facebook, and LinkedIn), a printable one-pager overview of the product, a full pitch deck you can walk a prospect through, and an FAQ sheet written specifically for prospective clients (not for you - it answers the questions a business owner would ask before signing up). Every piece is downloadable directly from that page, and the email template, one-pager, and pitch deck are pre-filled with your own referral link wherever relevant, so you don't have to manually paste it in before sending.

A demo video slot is planned for a future addition but isn't available yet - if it's ever added, it'll appear alongside the other kit items on the same page without you needing to do anything differently.

How do I track the businesses I've referred?

The Referred Clients page lists every business that signed up through your link, along with their industry (Dental, Real Estate, or Insurance), how long they've been a client, and their current plan value. Your main Dashboard also shows a live activity feed of your most recent events - new referrals, commissions earned, and payouts sent - so you can see at a glance what's happened recently without digging through each separate page.

Can I change my account name or password?

Yes - both are on the Account page in your dashboard. Changing your password also signs you out of every other device you're currently logged into, as a security precaution (your current device stays signed in, so you're not locked out of the session you're actively using). This is deliberate: if your old password was ever compromised, changing it immediately invalidates any session an attacker might have been using elsewhere.

How do active sessions and login security work?

The Account > Sessions page lists every device currently signed into your account (with rough location/device info), and you can revoke any of them individually at any time if something looks unfamiliar. Sessions also log themselves out automatically after 3 days of inactivity, even if you never manually revoke them - so an old session on a device you no longer use won't stay valid indefinitely.

Every successful login additionally sends you an email notification with the time and approximate location of the sign-in, regardless of your notification preferences (see "Can I turn off email notifications?" below) - this is a security notification, not a business-update one, so it's always sent. If you ever get one that wasn't you, the fastest response is to use "Forgot password?" on the login page immediately, which also signs out every other session as part of the reset.

What if I forget my password?

Use the "Forgot password?" link on the Partner Login page - it emails you a reset code so you can set a new password yourself without needing to contact support. Enter the code on the reset page along with your new password, and you're back in. Completing a reset also signs out every other device currently logged into your account, in case the old password had been compromised - so after a reset you'll need to log back in on any device you were previously using, not just the one you reset from.

Can I turn off email notifications?

You can turn off business-update notifications - things like new referral or commission emails - from the Account page, if you'd rather check your dashboard directly instead of getting an email for every event. Security notifications, like the new sign-in alert described above, are sent regardless of that setting, since those exist specifically to protect your account rather than to keep you informed of day-to-day business activity - there's no way to disable those, by design.

Manager Accounts

What is a Partner Manager?

A Partner Manager is a partner who's been given oversight of a group of other partners - typically someone who's recruited or is coordinating a team of referring partners. A manager earns an additional 5% override on the same invoices their managed partners already earn commission on. This is a separate bonus paid on top of what those partners earn, not a cut taken out of their own commission - a managed partner's earnings are completely unaffected by having a manager assigned to them.

How do I become a manager?

It's an admin-assigned role, not something you can request, unlock automatically through referral volume, or self-activate from your dashboard. If you're made a manager, a "Manager" section appears in your dashboard sidebar automatically the next time you log in - there's no separate signup or application step to complete on your end.

What can a manager see and do?

A manager gets three extra dashboard pages: Manager Overview (a summary of your total override earnings), Managed Partners (the list of partners assigned under you, with their basic activity visible), and Override Commissions (a detailed line-by-line log of every invoice that generated an override payment for you). These are read-only views scoped specifically to the purpose of tracking your override earnings - a manager can't edit a managed partner's account settings, change their payout details, or otherwise control their account; it's oversight for compensation purposes, not administrative access to their account.

Legal & Policies

Where can I read the full Partner Agreement?

The full Partner Agreement, including exactly how referral attribution and commission tiers work in legal terms, is available at the Partner Agreement page. It's worth a read alongside this Help Center - this page explains things in plain language, while the Agreement is the actual binding document that governs the partnership.

Where can I read the Terms of Service and Privacy Policy?

Partner-specific versions of both are linked in the footer of every Partner Program page, or directly at Terms of Service and Privacy Policy. These are separate documents from the client-facing Terms/Privacy Policy used elsewhere on the site, written specifically to cover the partner relationship (referral tracking, commission data, payout information) rather than the CRM product itself.

How is my CNIC and bank data protected?

Your CNIC and bank details are encrypted at rest in the database, not stored as plain readable text. Every payout request requires a one-time email confirmation code before it goes through (see "How do I request a payout?" above), so even a compromised session alone can't trigger a payout. Fraud-detection checks also run on every referral, comparing signals like IP address, name, and phone number to catch likely self-referral attempts before commission is generated on them. Full detail on data handling is in the Partner Privacy Policy linked above.

Still need a hand?
Reach out and we'll sort out your payout, commission, or account question directly.