Why create a client workspace
Each client you create gets their own branded dashboard on your subdomain. They’ll manage their own agents, invite their team members, and start conversations — all under your brand. This is how you scale your AI offering across multiple businesses.Plan limits
Your plan determines how many client workspaces you can create:- Starter: Up to 3 clients
- Growth: Unlimited clients
- Scale: Unlimited clients (plus self-serve signup available)
Steps
1
Open the Clients page
From your dashboard, click Clients in the sidebar.
2
Click Add client
Look for the Add client button in the top right. If you see a message about reaching your limit instead, you’ll need to upgrade your plan.
3
Enter the client name
In the dialog, type the name of your client (e.g., “Acme Dental”). This name appears in your dashboard and on their branded workspace. You can change it later if needed.
4
Click Create client
The workspace is instantly ready. The client appears in your list with status Pending onboarding (or Pending sign-in if they’re self-serve).
Client workspace tabs
Once created, open any client to manage it:- Members: Add team members from the client’s company. They’ll receive a magic-link invite and sign in at the client’s subdomain.
- Assigned solutions: Control which agents this client can see and use. Assign, move, or unassign agents here.
- Settings: Rename the workspace or delete it (removes the workspace, all agents assigned to it, and every conversation).
- Onboarding (self-serve only): View answers your customer provided during their signup flow.