> ## Documentation Index
> Fetch the complete documentation index at: https://sitespeak.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Getting Started with Your Agency

> Set up your white-label AI chatbot agency in minutes. Configure branding, add your first client, and start delivering AI chatbots under your own brand.

This guide walks you through everything you need to go from signup to delivering your first white-label AI chatbot to a client.

<Steps>
  <Step title="Sign up for an Agency plan">
    Head to [sitespeak.ai/agencies#pricing](https://sitespeak.ai/agencies#pricing) and choose the plan that fits your agency size - Starter (up to 10 clients), Pro (up to 25 clients with custom domain), or Enterprise (unlimited).

    Once your account is created you'll land in your agency dashboard.
  </Step>

  <Step title="Set up your branding">
    Go to **Agency > Branding** in the dashboard. Upload your logo and set your brand name.

    This branding is applied to your dashboard and all emails sent to your clients. See the [Branding guide](/agency/branding) for a full walkthrough.
  </Step>

  <Step title="Create your first client account">
    Go to **Agency > Clients** and click **Create Client**. Enter the client's name and confirm.

    A new isolated workspace is created for them with their own chatbots, training sources, and conversation history. See [Client Management](/agency/client-management) for details.
  </Step>

  <Step title="Build a chatbot for the client">
    Use the client switcher in the top navigation to switch into your new client's workspace. From there, create and configure chatbots exactly as you would for your own account.

    All the standard SiteSpeak features are available - training sources, tools, appearance settings, and more. See [Create Your Chatbot](/getting-started/create-your-chatbot) if you need a refresher.
  </Step>

  <Step title="Set client limits (optional)">
    Back on the **Agency > Clients** page, you can set per-client message credit and source limits. Click the **Set limit** text in the Messages or Sources column for any client to allocate a specific amount.

    This is useful for distributing your agency's total allocation across clients. See [Per-Client Usage Limits](/agency/client-management#per-client-usage-limits) for details.
  </Step>

  <Step title="Invite client users (optional)">
    If your client wants direct access to their dashboard and inbox, you can invite them. Click the actions menu next to the client and select **Users**, then invite them by email.

    Client users can only see their own workspace - they cannot access other clients or your agency settings. If you have a custom domain, they will see your branded login page. See [Inviting Client Users](/agency/client-management#inviting-client-users) for details.
  </Step>

  <Step title="Invite team members (optional)">
    Go to **Agency > Team** and invite colleagues by email. Choose a role for each member - Administrator, Editor, or Member.

    Team members automatically get access to all client accounts with the same role. No need to invite them to each client individually. See [Team Members](/agency/team-members) for details on roles and permissions.
  </Step>

  <Step title="Set up a custom domain (optional, Pro+)">
    If you're on the Pro or Enterprise plan, you can serve the dashboard on your own domain so clients access it at `app.youragency.com` instead of `app.sitespeak.ai`.

    Follow the [Custom Domain guide](/agency/custom-domain) to configure your DNS and verify your domain.
  </Step>
</Steps>

<Note>
  Client workspaces are managed through your agency dashboard. You can invite agency team members to help manage all clients, or invite client-specific users who only see their own workspace.
</Note>

***

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