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Documentation Index

Fetch the complete documentation index at: https://docs.convocore.ai/llms.txt

Use this file to discover all available pages before exploring further.

An agency in Convocore is a whitelabel-enabled workspace that can brand the platform, manage multiple client organizations, and deliver AI agents as a service. This is useful for agencies, consultancies, SaaS companies, and service businesses that want to:
  • Offer AI agents under their own brand
  • Use their own domain, logo, theme, and email identity
  • Manage multiple client organizations from one owner workspace
  • Control what each client can access
  • Charge clients through Stripe Connect and embeddable pricing
Agency features are part of the whitelabel offering. If you are just getting started, begin with Whitelabel Getting Started.

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What an agency unlocks

Branding Control

Replace Convocore branding with your own domain, colors, logo, footer, and client-facing presentation.

Client Management

Create organizations, add client users, assign agents, and control dashboard access.

Billing & Plans

Connect Stripe, define plans, and let clients subscribe through your own embeddable pricing flow.

Custom Delivery

Extend the client experience with custom tabs, integrations, and dashboard configuration.

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Typical agency workflow

1

Set up your whitelabel workspace

Configure the basics first: branding, domain, footer, theme, and agency settings.
2

Create client organizations

Add organizations for each customer and assign the relevant agents.
3

Add client users

Create users and control what each person can access in the dashboard.
4

Configure billing

Set up embeddable pricing and client billing if you want clients to subscribe through your whitelabel flow.
5

Launch and support clients

Use integrations, analytics, conversations, and handoff tooling to operate client accounts at scale.

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Agency settings overview

Use your own domain to give clients a fully branded experience. See Custom Domain Setup.
Configure the sender identity that appears in client-facing email flows. See Agency Email.
Control colors, logos, and presentation across your whitelabel dashboard. See Theme.
Decide which integrations are visible to your customers and how they use them. See Whitelabel Integrations.

Get Started with Whitelabel

Start from the basics if this is your first agency setup.

Manage Client Organizations

Learn how client orgs, users, and assigned agents fit together.

Embeddable Pricing

Publish subscription plans on your own website and onboard clients through checkout.

Client Billing Overview

Understand Stripe Connect, plans, subscriptions, and billing behavior.
The best agency setups are the ones that keep the client experience simple. Start with clean branding, clear permissions, and one repeatable onboarding flow before adding advanced customization.