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Client organizations are the core container for your customers inside the whitelabel system. Each organization can have its own users, assigned agents, dashboard settings, permissions, and billing state.

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Create an organization

1

Open Clients

Navigate to the Clients area of your whitelabel dashboard.
2

Create a new client

Click + New Client.
3

Add organization details

Enter the organization name and optionally upload a logo or image.
4

Save

Click + Add to create the organization.

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Assign agents

After the organization exists, assign the agents that client should be able to use.
1

Find available agents

Use the agent list shown on the right side of the Clients view.
2

Search if needed

Use the search bar to quickly find the right agent.
3

Attach the agent to the org

Drag the selected agent onto the target organization.
One organization can have multiple assigned agents. This works well for clients with separate use cases such as support, sales, onboarding, or voice.

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Configure organization settings

Open Manage on an organization, then open Org Info to adjust the client-facing experience.
Choose the language used by the client dashboard interface. This affects the dashboard UI, not the content inside the agent itself.
Select the navigation layout used in the client dashboard, such as vertical or horizontal navigation.
Control whether the client experience supports human handoff, whether smart handoff is enabled, and whether handoff-related UI messages should be shown.
Enable saved responses if your client teams need faster handling during conversations and handoff workflows.
If your agency uses client billing, organization-level billing options determine whether the customer can access billing and subscription flows in their dashboard.
Remember to save the organization after editing settings so the changes are applied to the client dashboard.
Organization Info settings panel
  1. Create the organization.
  2. Assign the correct agents.
  3. Add client users.
  4. Review dashboard layout and handoff settings.
  5. Enable billing only if the client should manage subscription or payment activity in the dashboard.

Creating Users

Add users and define who can access the client dashboard.

Managing Teams

Organize client-side staff for collaboration and handoff workflows.

Client Dashboard Features

See what the client experience looks like after setup.

Billing Activation

Learn when and how to enable billing for an organization.