> ## 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.

# What is an agency?

> Understand how Convocore whitelabel works for agencies, resellers, and multi-client businesses.

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

<Note>
  Agency features are part of the whitelabel offering. If you are just getting started, begin with [Whitelabel Getting Started](/whitelabeling/getting-started).
</Note>

## What an agency unlocks

<CardGroup cols={2}>
  <Card title="Branding Control" icon="brush">
    Replace Convocore branding with your own domain, colors, logo, footer, and client-facing presentation.
  </Card>

  <Card title="Client Management" icon="users-gear">
    Create organizations, add client users, assign agents, and control dashboard access.
  </Card>

  <Card title="Billing & Plans" icon="credit-card">
    Connect Stripe, define plans, and let clients subscribe through your own embeddable pricing flow.
  </Card>

  <Card title="Custom Delivery" icon="toolbox">
    Extend the client experience with custom tabs, integrations, and dashboard configuration.
  </Card>
</CardGroup>

## Typical agency workflow

<Steps>
  <Step title="Set up your whitelabel workspace">
    Configure the basics first: branding, domain, footer, theme, and agency settings.
  </Step>

  <Step title="Create client organizations">
    Add [organizations](/whitelabeling/clients/managing-organizations) for each customer and assign the relevant agents.
  </Step>

  <Step title="Add client users">
    Create [users](/whitelabeling/clients/creating-users) and control what each person can access in the dashboard.
  </Step>

  <Step title="Configure billing">
    Set up [embeddable pricing](/whitelabeling/agency/embeddable-pricing) and [client billing](/whitelabeling/clients/client-billing/billing-overview) if you want clients to subscribe through your whitelabel flow.
  </Step>

  <Step title="Launch and support clients">
    Use integrations, analytics, conversations, and handoff tooling to operate client accounts at scale.
  </Step>
</Steps>

## Agency settings overview

<AccordionGroup>
  <Accordion title="Custom domain">
    Use your own domain to give clients a fully branded experience. See [Custom Domain Setup](/whitelabeling/agency/custom-domain).
  </Accordion>

  <Accordion title="Agency email">
    Configure the sender identity that appears in client-facing email flows. See [Agency Email](/whitelabeling/agency/email).
  </Accordion>

  <Accordion title="Theme and visual branding">
    Control colors, logos, and presentation across your whitelabel dashboard. See [Theme](/whitelabeling/agency/theme).
  </Accordion>

  <Accordion title="Footer and custom tabs">
    Personalize navigation and add business-specific pages using [Footer](/whitelabeling/agency/footer) and [Custom Tabs](/whitelabeling/agency/custom-tabs).
  </Accordion>

  <Accordion title="Client-facing integrations">
    Decide which integrations are visible to your customers and how they use them. See [Whitelabel Integrations](/whitelabeling/integrations).
  </Accordion>
</AccordionGroup>

## Related guides

<CardGroup cols={2}>
  <Card title="Get Started with Whitelabel" icon="rocket" href="/whitelabeling/getting-started">
    Start from the basics if this is your first agency setup.
  </Card>

  <Card title="Manage Client Organizations" icon="building-user" href="/whitelabeling/clients/managing-organizations">
    Learn how client orgs, users, and assigned agents fit together.
  </Card>

  <Card title="Embeddable Pricing" icon="browser" href="/whitelabeling/agency/embeddable-pricing">
    Publish subscription plans on your own website and onboard clients through checkout.
  </Card>

  <Card title="Client Billing Overview" icon="receipt" href="/whitelabeling/clients/client-billing/billing-overview">
    Understand Stripe Connect, plans, subscriptions, and billing behavior.
  </Card>
</CardGroup>

<Tip>
  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.
</Tip>