Managing Clients

Each client you create has a fully isolated workspace with their own chatbots, training sources, conversations, and leads. Clients cannot see each other’s data, and you can switch between them instantly from your agency dashboard.

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Creating a Client

1. Go to Agency > Clients in your dashboard.
2. Click Add Client.
3. Enter the client’s name and confirm.

The new client workspace is created immediately. You can now switch into it to start building chatbots.

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Switching to a Client

To work inside a client’s workspace, use the client switcher in the top navigation bar. Select the client from the dropdown to switch context - all chatbots, sources, and settings you see will belong to that client. You can also click Manage next to any client in the Agency > Clients list to jump directly to their workspace. To return to your main agency account, select your agency name from the same switcher. The Agency link in the profile menu is always available when you’re managing a client workspace, so you can quickly navigate back.

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Inviting Client Users

You can give your clients direct access to their own dashboard and inbox. When invited, a client user can log in (using your branded login page if you have a custom domain) and access only their workspace - they cannot see other clients or your agency settings.

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How to Invite a Client User

1. Go to Agency > Clients in your dashboard
2. Click the actions menu (three dots) next to the client
3. Select Users
4. Enter the email address of the person you want to invite
5. Choose a role (Administrator, Editor, or Member)
6. Click Add Team Member

The invitee receives an email invitation with your agency branding. If you have a custom domain configured, the invitation link will use your branded URL.

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What Client Users Can See

Client users are scoped to their specific client workspace. They can:

• View and manage chatbots belonging to their client account
• Access the inbox and respond to conversations
• View leads and conversation history
• Manage training sources (within their limits)

Client users cannot see or access:

• Other client accounts
• The agency dashboard or settings
• Billing or subscription information
• Agency team management

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Client User Roles

The same roles available for agency team members apply to client users:

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Per-Client Usage Limits

You can set individual message credit and source limits for each client. This lets you control how much of your agency’s total allocation each client can use.

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Setting Limits

In the Agency > Clients table, each client row has Messages and Sources columns. Click on these fields to set a limit:

1. Click the Set limit text (or the existing limit value) in the Messages or Sources column
2. Enter the limit number
3. Press Enter or click away to save

Leave a field blank to remove the limit. Clients without explicit limits share the agency’s total pool.

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How Limits Work

• Message credits: The limit controls how many message credits a client can use per month. When a client reaches their limit, their chatbots will stop responding until the next billing cycle or until you increase the limit.
• Sources: The limit controls how many training sources a client can add across all their chatbots. When reached, the client cannot add new sources until the limit is increased or existing sources are removed.
• Agency ceiling: Per-client limits work alongside your plan’s total limits. Even if a client has remaining allocation, they cannot exceed the agency’s overall plan limit.

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Over-Allocation Warning

If the sum of all client limits exceeds your agency’s plan total, a warning banner appears at the top of the clients table. This is informational only - the agency plan total remains the hard ceiling.

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Building Chatbots for Clients

Once you’ve switched into a client workspace, creating and managing chatbots works exactly the same as for your own account. All standard features are available - training sources, tools, appearance settings, integrations, and more. Refer to the main SiteSpeak documentation for chatbot setup:

• Create Your Chatbot
• Training Your Chatbot
• Tools & Actions

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Renaming and Deleting Clients

From the actions menu next to any client in the Agency > Clients table:

• Rename - Change the client’s display name
• Delete - Permanently remove the client and all their chatbots, sources, and data. This action cannot be undone.

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Plan Limits

Each client counts toward your plan’s client limit: If you need more clients than your current plan allows, upgrade at sitespeak.ai/agencies.

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