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Effectively managing client organizations is crucial for maintaining a structured and efficient agency operation in Convocore. This guide will walk you through the process of creating, editing, and managing client organizations.

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Creating a New Organization

1

Access Client Tab

Navigate to the Client tab in your Convocore dashboard.
2

Initiate Creation

Click the + New Client button in the upper middle section of the interface.
3

Enter Details

In the organization creation screen, provide the following information:
  • Organization Name (Your client’s business name)
  • Upload or drag-and-drop a logo/image for the organization
4

Finalize

Click the + Add button at the bottom of the screen to create the organization.
After creating an organization, you can customize additional settings such as dashboard language, layout, and features. See the Configuring Organization Settings section below for more details.

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Assigning Agents to Organizations

Once you’ve created an organization, you’ll need to assign relevant AI agents (widgets) to it.
1

Locate Agents

Find the agent list on the right side of the Client tab.
2

Search (Optional)

Use the search bar at the top of the agent list to find specific agents quickly.
3

Drag and Drop

Click and drag the desired agent(s) from the right side list onto the client’s organization in the left side list.
You can assign multiple agents to a single organization. This is useful for clients who need different chatbots for various purposes or departments.

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Configuring Organization Settings

After creating an organization, you can customize various settings to tailor the experience for your clients:
1

Access Org Info

Click manage on the organization you want to edit and then select the Org Info button.
2

Adjust Settings

In the Org Info panel, you’ll find several customization options:
Select the language for the client dashboard interface using the dropdown menu. Languages supported use ISO 639-1 list.
The language setting affects onlye the dashboard, not the content of the chatbots or knowledge base.
Choose between Vertical and Horizontal navigation layouts for the client dashboard.
Configure how client-to-human handoffs are managed:

Enable human handoff

Toggle this to allow users to request human assistance.

Smart Handoff

When enabled, the AI will automatically detect when a user needs human assistance and initiate a handoff without requiring the user to click the handoff UI.

Disable Handoff Messages

Hide messages that indicate when a human or AI is talking during handoffs.
Toggle Enable Canned Responses to allow the use of pre-written responses in client interactions.
Remember to click Save & Close after making changes to ensure all settings are applied to the organization.
Organization Info settings panel Explore these related topics to further enhance your understanding of Convocore’s whitelabel features:

Creating Users

Learn how to add and manage users within client organizations.

Managing Teams

Organize users into teams for better workflow and handoff management.

Setting Permissions

Understand how to configure access levels for client users.

Client Dashboard Features

Explore the features available in the client-facing dashboard.

Inviting Clients

Master the process of onboarding clients to their new dashboard.