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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.
Clients do not have their own SiteSpeak login. They are managed entirely through your agency dashboard. You control all access and configuration on their behalf.

Creating a Client

  1. Go to Agency > Clients in your dashboard.
  2. Click Create 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.

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 Switch 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.

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:

Plan Limits

Each client counts toward your plan’s client limit:
PlanClients
Starter10
Pro25
EnterpriseUnlimited
If you need more clients than your current plan allows, upgrade at sitespeak.ai/agencies.

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Last modified on February 24, 2026