> ## 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.

# Overview

# Client Management in Convocore

Welcome to the Client Management section of Convocore's whitelabel platform. This powerful feature allows you to create, manage, and support your clients all from one centralized dashboard.

<Note>
  The whitelabel addon is designed for agencies and businesses looking to offer AI chatbot services under their own brand. If you haven't enabled whitelabeling yet, check out our [Getting Started with Whitelabeling](/whitelabeling/getting-started) guide.
</Note>

## Key Features

<CardGroup cols={2}>
  <Card title="Organization Management" icon="building">
    Create and manage separate organizations for each of your clients, keeping their data and agents organized.
  </Card>

  <Card title="User Control" icon="users">
    Add multiple users to each organization with customizable permission levels.
  </Card>

  <Card title="Role-Based Access" icon="shield-check">
    Separate workspace-side admins from client-side org admins and regular client users.
  </Card>

  <Card title="Team Management" icon="people-group">
    Organize users into teams for better workflow management and chat handoff routing.
  </Card>

  <Card title="Agent Assignment" icon="robot">
    Easily assign AI agents (widgets) to specific client organizations.
  </Card>

  <Card title="Client Dashboard" icon="gauge">
    Provide clients with a branded, feature-rich dashboard to manage their AI agents.
  </Card>
</CardGroup>

## Client Management Workflow

Here's a quick overview of the client management process in Convocore:

<Steps>
  <Step title="Create Organization">
    Set up a new organization for your client, including name and logo.
  </Step>

  <Step title="Assign Agents">
    Link relevant AI agents (widgets) to the client's organization.
  </Step>

  <Step title="Add Users">
    Create user accounts for your client's team members.
  </Step>

  <Step title="Create Teams">
    Organize users into teams for better workflow management and handoff routing.
  </Step>

  <Step title="Set Permissions">
    Configure access levels for each user in the client's organization.
  </Step>

  <Step title="Send Invitations">
    Invite clients to their new, branded dashboard.
  </Step>
</Steps>

## The Client Tab

The client management interface is divided into two main sections:

<CardGroup cols={2}>
  <Card title="Organization List" icon="list-ul">
    Located on the left side, this list shows all your client organizations. Use the search bar to quickly find specific clients.
  </Card>

  <Card title="Agent List" icon="list-ol">
    On the right side, you'll find a list of all available AI agents (widgets). You can search and drag agents to assign them to client organizations.
  </Card>
</CardGroup>

<Tip>
  Look for the `+ New Client` button in the upper middle section to start creating a new client organization quickly.
</Tip>

## Next Steps

Now that you have an overview of client management in Convocore, dive into the specific processes:

<CardGroup cols={3}>
  <Card title="Managing Organizations" icon="building-user" href="/whitelabeling/clients/managing-organizations">
    Learn how to create and manage client organizations effectively.
  </Card>

  <Card title="Access & Roles" icon="shield-check" href="/whitelabeling/clients/access-and-roles">
    Understand workspace owners, workspace admins, org admins, client users, and where logs live.
  </Card>

  <Card title="User Management" icon="user-plus" href="/whitelabeling/clients/creating-users">
    Discover the process of adding and managing users to client organizations.
  </Card>

  <Card title="Team Management" icon="people-group" href="/whitelabeling/clients/managing-teams">
    Learn how to organize users into teams for better workflow management.
  </Card>
</CardGroup>

By mastering these client management tools, you'll be well-equipped to scale your AI chatbot agency efficiently and provide top-notch service to your clients.

<Check>
  **Remember:** A well-organized client management system is key to growing your agency and maintaining strong client relationships.
</Check>