Your AI Connector Docs

Agency Accounts

What Are Agency Accounts?

Agency accounts let you manage multiple client accounts from a single dashboard. Instead of logging into separate accounts for each client, you get a centralized view where you can create sub-accounts, monitor campaigns, allocate credits, and switch between clients instantly.

This is designed for marketing agencies, consultants, and resellers who manage the app on behalf of multiple businesses.

Shared Credit System

One of the key differences between agency accounts and regular accounts is how credits work:

  • Credits are shared between your agency account and all sub-accounts.
  • When a sub-account uses credits (for AI responses, campaigns, etc.), the credits are deducted from your agency’s balance.
  • Sub-accounts do not see the credit balance - they only see their usage. You, as the agency, manage the overall credit pool.

Example: You have 1,000 credits in your agency account. Client A sends a campaign to 50 contacts (50 credits). Client B’s AI bot responds to 30 conversations (30 credits). Your remaining balance is 920 credits.

Creating Sub-Accounts

Step-by-step:

  1. Go to Sub Accounts in the left sidebar.
  2. Click Add Account.
  3. Enter your customer’s details:
    • Name - The client’s business or contact name.
    • Email - The client’s email address (used for login).
    • Any other required fields - Fill in as needed.
  4. Click Sign Up.

What happens next:

  • A new sub-account is created immediately.
  • A popup appears showing the login password for the client.
  • The client also receives an email with their login credentials.
  • The sub-account is ready to use.

Client Login Credentials

When you create a sub-account:

  • The client receives an email and password they can use to log in to their own account.
  • Giving clients login access is optional - you can manage everything on their behalf if you prefer.
  • If the client logs in, they see their own dashboard with their campaigns, contacts, and chats. They do not see your agency dashboard or other sub-accounts.
  • Credit balance is hidden from sub-accounts since you manage the shared credit pool.

Switching Between Sub-Accounts

To switch to a sub-account’s view:

  1. Look for the account dropdown selector (typically in the top navigation or sidebar).
  2. Click it to see a list of all your sub-accounts.
  3. Select the sub-account you want to manage.
  4. The dashboard switches to that sub-account’s context - you will see their campaigns, contacts, chats, and settings.

To return to your agency dashboard, select your main agency account from the same dropdown.

Credit Usage Tracking

As an agency, you can track how credits are being consumed across all sub-accounts:

  • Agency dashboard stats - View aggregate usage across all sub-accounts.
  • Per-sub-account tracking - See how many credits each sub-account is using.
  • Credit transaction history - Review detailed records of credit deductions including which sub-account triggered each charge, the contact involved, and the campaign.
  • Sub-account credit usage dashboard - When credit reselling is enabled, view a dedicated dashboard showing each sub-account’s purchased credits, consumed credits, and remaining balance.

This visibility helps you understand your costs, identify high-usage clients, and set appropriate pricing for your services.

Credit Reselling

Credit reselling lets you sell credits to your sub-accounts at your own pricing, creating a revenue stream for your agency. This feature is available on the Agency plan and is gated behind the white-labeling feature flag.

How It Works

  1. Enable credit reselling in the Edit Sub Account modal by toggling the credit management mode from manual to reselling.
  2. Set your pricing - Define credit packages and per-credit pricing that your sub-accounts will see when they purchase credits.
  3. Minimum pricing enforcement - The platform enforces a minimum credit price to ensure sustainable pricing across the platform.
  4. Sub-accounts purchase credits through your custom checkout (powered by Stripe). Payments go directly to your connected Stripe account.
  5. Credits are delivered automatically to the sub-account after purchase.

Setting Up Credit Reselling

  1. Go to your sub-accounts list.
  2. Click Edit on the sub-account you want to configure.
  3. In the Edit Sub Account modal, find the credit management mode toggle.
  4. Switch from manual (where credits come from your agency pool) to reselling (where the sub-account purchases their own credits).
  5. Configure your pricing tiers and per-credit price.
  6. Make sure your Stripe account is connected in your agency settings.

Pricing Configuration

  • Pricing tiers - Define credit packages your clients can purchase (e.g., “Starter Pack: 100 credits for $15”).
  • Per-credit pricing - Set a custom price per credit for flexible purchases.
  • Minimum credit pricing - The platform enforces a minimum price per credit to maintain platform sustainability. You can set your price at or above this minimum.

Webhook Auto-Recharge (Custom Payment Provider)

If you prefer to use your own payment system instead of Stripe, you can set up webhook-based auto-recharge. This lets you handle payments through any provider you like (bank transfers, local payment gateways, custom billing systems, etc.) and then grant credits automatically through our API.

How it works:

  1. Go to your agency Reselling settings.
  2. Find the Auto-Recharge Webhook section.
  3. Enter your webhook URL — this is the web address of your server that will handle the payment.
  4. Click Save.

Once configured, whenever a sub-account’s credit balance drops below their auto-recharge threshold:

  • The platform sends a notification to your webhook URL with the sub-account’s details and how many credits they need.
  • Your server processes the payment however you like (charge the client’s card, create an invoice, deduct from a prepaid balance, etc.).
  • After payment is confirmed, your server calls the API to grant the credits to the sub-account.

This gives you full control over how you collect payment from your clients while still keeping auto-recharge fully automatic.

For the technical details on the webhook payload and API call, see the Webhooks and API Access documentation.

Sub-Account Credit Dashboard

When credit reselling is active, you can monitor each sub-account’s credit activity:

  • Credits purchased and total spend
  • Credits consumed and remaining balance
  • Usage trends over time

Campaign Copying to Sub-Accounts

You can copy a campaign from your agency account (or any sub-account) to another sub-account:

  1. Open the campaign you want to copy.
  2. Select the option to Copy to Sub-Account.
  3. Choose the target sub-account.
  4. The campaign is duplicated to the selected sub-account with all its settings, instructions, FAQs, and configuration.

This is a powerful time-saver when you have a proven campaign template that works across multiple clients.

Assist Mode

Assist mode lets you log into a sub-account’s dashboard directly from your agency account, as if you were the client:

  1. From your sub-accounts list, click Assist (or the assist icon) next to the sub-account.
  2. You are logged into their account with full access.
  3. Make changes, troubleshoot issues, or configure campaigns on their behalf.
  4. When finished, click Return to Agency to go back to your agency dashboard.

This is especially useful for providing hands-on support to clients without asking them to share their login credentials.

Managing Sub-Account Features

Depending on your agency tier, you can control which features each sub-account has access to. Feature allocation is managed through your agency settings and pricing tiers.

Need Help?

If you have questions about agency accounts or sub-account management, reach out via our email support.