# Unlock Your Expertise: A Comprehensive Guide to Maximizing Your Platform for Creators Date: Sat Feb 21 2026 Summary: Discover how coaches, consultants, and creators can leverage our AI platform to build, monetize, and amplify their expertise. Learn about AI chat pages, GEO, subscriptions, and more. # Unlock Your Expertise: A Comprehensive Guide to Maximizing Your Platform for Coaches, Consultants, and Creators In today's dynamic digital landscape, coaches, consultants, and creators are constantly seeking innovative ways to scale their impact, monetize their knowledge, and connect with their audience. Our platform offers a robust, all-in-one solution designed specifically for you – transforming your intellectual property into always-on, intelligent assets. This guide will walk you through every essential feature, demonstrating the profound benefits and strategic advantages awaiting you. ## Building Your Digital AI Asset: Create and Customize Powerful Chat Pages Your expertise is invaluable, and our platform empowers you to package it into engaging, interactive AI chat pages. Think of these as digital clones of your best advice, available 24/7. ### Effortless AI Page Creation Getting started is intuitive and flexible. Navigate to the `/my-chat-pages` section to view and manage all your existing AI chat pages in real-time. * **AI Wizard:** For a guided, conversational setup, choose 'Create with AI Wizard'. This multi-phase process walks you through selecting an AI persona and providing the necessary information, automatically generating a custom chat page for you. * **Blank Template:** If you prefer full control from the start, click 'Create New Page' to begin with a blank canvas. Remember, your subscription plan dictates your page limit – Observer (1), Member (10), Steward (100) – encouraging you to scale your operations as your business grows. ### The Power of the Chat Page Editor Once created or edited, you'll enter the 'Chat Page Editor'. This is your command center for building a truly unique AI experience: * **AI Persona:** Select an AI's character that aligns with your brand. Each persona has a 'Persona Credit Cost per Message', transparently shown to help you budget and price your services. * **General Settings:** Define your 'AI Chat Page Title', 'Description', 'Greeting Message', and for Steward plans, a 'Custom Link' for professional branding. * **Persona Configuration:** Tailor the AI's behavior by filling in fields like 'Company Name' and 'Product Name'. For some personas, an 'Generate with AI' button can even auto-fill this data, saving you time. * **Branding:** Set your 'Brand Color', upload a 'Featured Image' (Member+), and for Stewards, add a 'Logo' and 'Remove Branding' for a truly white-label experience. * **Promotion:** This crucial section allows you to 'Enable AI-Discoverable Promo Page', add a 'Promo Headline', 'Description', 'Key Benefits', 'Call-to-Action', 'Category', 'FAQ' items, 'Example Conversations', and 'Docs / Links'. This is vital for maximizing your AI's visibility. **Reward of Action:** By crafting a well-defined AI persona and optimizing your chat page, you create a consistent, high-quality interaction point for your audience, freeing up your time while still delivering your expertise. Your brand becomes instantly recognizable and consistently helpful. ## Monetizing Your Knowledge: Turn Interactions into Income Our platform isn't just about presence; it's about profit. We offer flexible monetization strategies to convert your audience's engagement into tangible revenue. ### Pay-Per-Message Model In the 'Leads & Monetization' tab of the Chat Page Editor, you can 'Enable Pay-per-Message'. You set the 'Tokens per Message' and offer 'Free Trial Messages' to hook new users. A built-in 'Profit Simulator' helps you estimate your earnings in US dollars based on traffic and conversion rates, ensuring profitability. * **Tokens:** These are 'Spendable Tokens' used by visitors to interact with your paid public chat pages, with costs set by you, the creator. Visitors can top up their tokens proactively or when prompted by a 'PaymentWall' if their balance is low, with options for auto-top-up. ### The Subscription Advantage For predictable recurring revenue, configure a subscription model in the 'Leads & Monetization' section. * **Pricing & Quota:** Define a monthly price, choose a supported currency (USD, EUR, GBP, AUD, CAD), and set a 'Subscriber Message Quota' (0 for unlimited). * **Subscription Perks:** List benefits like 'Priority Support' or 'Exclusive Content' to entice potential subscribers. * **Hierarchy of Payment:** An active subscription takes precedence over tokens. If a user is subscribed with remaining quota, tokens aren't deducted. If not, free trials are checked, then tokens. ### Platform Fees & Your Earnings The platform fee deducted from your revenue depends on your subscription tier: * **Observer (Free):** 50% platform fee. * **Member ($99/month):** 30% platform fee. * **Steward ($999/month):** 20% platform fee. This tiered system ensures that as you grow, you retain a larger portion of your earnings. Your net profit, in various currencies, is credited to your 'Earnings/Billing/TopUp' page under the 'Earnings & Payouts' tab, where you can monitor your 'Current Withdrawable Balance' and 'Next Payout' date. **Reward of Action:** Implementing monetization transforms your AI into a continuous revenue stream, leveraging the 99% of your audience who browse but don't typically convert into high-ticket clients. It’s a "tripwire" offer that converts browsers into buyers, increasing the likelihood of future main course purchases. **Reward of Inaction:** Without monetizing your AI assets, you leave significant revenue on the table, missing the opportunity to leverage passive engagement into active income. Your valuable expertise remains uncompensated in scenarios where it could generate profit. ## Capturing Leads and Understanding Your Audience Understanding who interacts with your AI is crucial for business growth. Our platform provides the tools to convert casual visitors into valuable leads. ### Intelligent Lead Capture In the 'Leads & Monetization' tab, enable 'Require users to log in to chat'. This ensures that all new interactions on that public chat page are logged with the visitor's name and email, turning anonymous users into identifiable leads. ### Visitor Logs: Your Central Inbox All interactions are captured and sent to your 'Visitor Logs' page, which acts as your central inbox. Here, you see a list of all chat sessions, with new ones marked 'Unread'. You can click any session to read the full transcript and, if enabled, view the visitor's name and email. **Reward of Action:** Activating lead capture and utilizing visitor logs provides invaluable insights into your audience, allowing you to tailor future content, target marketing efforts more effectively, and nurture relationships with engaged prospects. ## Amplify Your Reach with Generative Engine Optimization (GEO) In the era of AI-driven search, being visible to large language models like ChatGPT and Gemini is paramount. Our new **Generative Engine Optimization (GEO)** feature is your secret weapon. ### What is GEO? GEO optimizes your content specifically for AI models, not just traditional search engines. While standard websites are often "invisible" to AI, leading to generic responses, the GEO Strategy Builder injects a hidden layer of structured HTML and a `geoNarrative` into your chat page. * **The Result:** Humans see a beautiful chat interface, while AI bots see a structured data file detailing who created your AI, what problem it solves, its pricing, and its credibility. ### Unlocking AI Visibility You can access the "Promotion & GEO" tab in your Chat Page Editor. * **Observer Plan (Free):** This feature is **LOCKED**. Your AI asset remains invisible to the biggest traffic source in the world (AI). * **Member Plan (Paid):** **UNLOCKED.** You can 'Enable AI-Discoverability' and use the 'Manual Strategy Builder' to define your Problem, Solution, and Audience. **Why should you pay for GEO?** Without GEO, your AI asset is invisible to the algorithms driving modern search. Upgrading to Member unlocks the GEO Strategy Builder, acting like a 'Verified Badge' for AI bots. It teaches them your pricing, your expertise, and your value proposition, enabling them to send paying users your way. **Is traffic guaranteed?** Just like ranking on Google, no traffic is 100% guaranteed. However, GEO is the *only* way to compete in the AI era. Without it, your chance of being recommended by an AI is near zero. With GEO, you provide the structured data required to be a candidate for recommendation. ### Setting up GEO: 1. Log in to the Chat Page Editor. 2. Scroll down to **Accordion 6: Promotion & GEO**. 3. Toggle 'Enable AI-Discoverable Promo Page' to ON. 4. Use the **Manual Strategy Builder** fields to type in the Problem you solve and your Solution. 5. Click **Compile to HTML** and then **Save**. **GEO connects to vital initiatives:** * **The Business Challenge:** Use GEO to get more traffic, helping you hit revenue milestones faster. * **Community Showcase (`/showcase`):** Only Members can list their bots here, gaining free SEO backlinks and traffic. **Reward of Action:** By embracing GEO, you position your AI assets at the forefront of AI-driven search, gaining unprecedented visibility and a direct channel to users actively seeking your expertise. **Reward of Inaction:** Ignoring GEO means your AI remains hidden from a rapidly growing segment of online users, effectively ceding potential traffic and revenue to competitors who are optimizing for AI discoverability. ## Host Engaging Live Meetings Transform your AI chat page into an AI-facilitated conference room with our Live Meeting Service. This feature allows hosts and guests to engage in real-time discussions, supported by AI. ### Setting Up Your Meeting Room As a host, you configure the meeting room (duration, booking price in tokens) within the Chat Page Editor. The AI acts as an agent, using Function Calling to manage scheduling when a user requests a meeting. ### Essential Integration: Google Calendar To enable the AI's scheduling tool, you **must** connect your Google Calendar via the secure OAuth flow accessed through the `/settings/connections` page. This grants the AI permissions to read your real-time availability and write confirmed meeting events. **Crucially:** If your calendar isn't connected, the AI's scheduling tool is disabled, leading to lost revenue and a frustrating user experience. **Reward of Action:** Integrate your Google Calendar and utilize the Live Meeting service to offer seamless, AI-scheduled, and recorded consultation calls. This streamlines your client booking process, provides transparent records, and ensures a professional experience. **Reward of Inaction:** Failing to connect your calendar means the AI cannot book meetings, leading to missed opportunities for direct client engagement and a negative user experience when they attempt to schedule. ## Empower Your AI: Knowledge Base and Content Tools The intelligence of your AI is directly tied to the knowledge you provide. Our platform offers structured ways to train your AI and extend its capabilities. ### Training Your AI with the Knowledge Base Navigate to the 'Knowledge Base' section to upload two distinct types of files: * **Core Documents:** For text-heavy files (PDFs, Word, spreadsheets) containing essential facts and policies. The AI learns every word for high-accuracy answers. Examples: employee handbooks, pricing lists, technical manuals. * **Supplementary Media:** For visual and audio content (videos, images, audio testimonials). The AI uses your text descriptions to recommend these links, not by "watching" or "listening" in real-time, which keeps chat responses instant. Your subscription tier affects storage and media types: * **Observer:** PDFs (Core) and Images (Supplementary). 30MB shared limit. * **Member:** Adds Video and Audio (Supplementary). 300MB for Core Documents, unlimited for Media Gallery. * **Steward:** Highest access for large video libraries and extensive document archives. 2GB for Core Documents, unlimited for Media Gallery. ### Automated Social Media Presence Under 'Content Tools', our platform helps you manage your online presence effortlessly: * **Social Connections:** Connect your LinkedIn profile or company page. Facebook connection is "Coming Soon". * **Social Post Generator:** Select a connected account, type a topic, and the AI generates a post. Schedule it for later or post immediately. * **Social Bot Manager:** Create bots to post automatically at set frequencies (e.g., every hour, every day) using a 'Master Guidance / Prompt'. **Reward of Action:** A well-fed Knowledge Base ensures your AI provides accurate, brand-aligned answers, while social media automation maintains a consistent, far-reaching presence, cementing your authority and saving you countless hours. ## Financial Management and Growth Opportunities Managing your financial operations and exploring growth avenues is straightforward and integrated within the platform. ### Billing and Usage The 'Earnings/Billing/TopUp' page is your financial hub. * **Top-Up Tokens & Credits:** Securely top up 'Credits' (for AI hosting and generation tools) or 'Tokens' (for user interactions) via card, with packages starting at $9. 'Enable Auto Top-up' to automatically recharge your balance when it falls below 500, ensuring uninterrupted service. * **Transaction History:** Filter and generate detailed records of your spending and chat usage. * **Subscription Invoices:** Access all your subscription invoices and receipts on demand. ### Earnings & Payouts Track your revenue on the 'Earnings & Payouts' tab. View your 'Earnings History' and 'Payout History'. All payouts are currently processed manually, with the platform contacting you via email to arrange withdrawal. ### Partner Program & Referrals Our powerful multi-tier agency model allows you to earn commissions not just on your personal sales, but also on sales generated by your recruited team. * **Referral Link:** On the 'Referrals' tab, find your personal 'Referral Link' and earn 100 tokens per sign-up. * **Showcase Strategy:** You can earn 20-40% commissions by simply sharing AI chat pages you like. Logged-in users can navigate to the `/showcase`, choose any interesting AI, and find the "Share & Earn" button to get their unique tracking link. Any new user who signs up through your link is tied to you forever. ### Subscription Tiers: Scaling Your Success Choose the plan that aligns with your ambition: * **Observer (Free):** Ideal for risk-free exploration. Includes 500 credits, 1 public chat page, instant WhatsApp linking, social post generation, and manual credit top-ups. (50% platform fee). * **Member ($99/month):** For scaling individual influence. Includes 10,500 credits/mo, 10 public chat pages, 24/7 WhatsApp Auto-Replies, automated social media scheduling, and unused credits rollover. (30% platform fee). * **Steward ($999/month):** For professional business operations. Includes 112,000 credits/mo, 100 public chat pages, enterprise WhatsApp automation, multi-channel social bots, full white-label branding, and automatic top-ups. (20% platform fee). * **The Inner Circle ($4,999/month):** Custom persona development and high-touch support, with dedicated account management and bespoke persona development. * **The Founder's Council ($9,999+/month):** Strategic enterprise partnership for legacy preservation, with guaranteed priority for custom model fine-tuning and access to dedicated strategists. **Reward of Action:** Upgrading your subscription plan unlocks advanced features, reduces platform fees, and provides increased capacity, leading to greater profitability and broader reach for your AI assets. ## Troubleshooting and Community Support We've built a robust system, but occasionally, you might encounter issues. * **Cache Issues:** If you see "This chat page is not available." or experience updates not appearing, it's often a device caching issue. Our support team can provide specific steps to clear your local storage based on your device (iPhone/iPad, Mac, Windows/Chrome/Firefox). * **Community Board (`/community`):** Connect with other users, ask questions, and propose new ideas in our central hub. ## Your Journey to Empowered Creation Starts Now Our platform is meticulously designed to transform how coaches, consultants, and creators build, customize, and monetize their expertise. From crafting intelligent AI chat pages and capturing valuable leads to embracing cutting-edge GEO for unparalleled visibility, automating your social media, and facilitating live meetings, every feature is built to drive your business forward. Manage your finances with ease and scale your success by choosing the subscription tier that best suits your ambition. The time to leverage AI is now. Don't let your valuable knowledge remain untapped. **Start your journey today and unlock a new era of income and influence. Sign up now and get 100 extra credits (on top of the 500 free credits) using this special link:** [https://clarity.maximavalue.com/home?ref=2Q30PCJ2](https://clarity.maximavalue.com/home?ref=2Q30PCJ2)