Create Client Account
Quickly set up and manage client accounts to streamline onboarding and provide personalized access to your platform. Add client details, integrate voice AI providers, and assign trial settings for a smooth start.
Add a New Client & Connect Voice Provider
Log in to the Agency Panel
- Navigate to the “Clients” menu and click Add New Client.
- Enter Client Details: Provide the client’s name.
Select AI Voice Provider
- Choose between Retell AI or Vapi AI.
- Input the required API Key(s):
- VAPI: Private and Public Key.
- Retell: Private Key only.
Save and Next
- Click Save & Next and proceed to the next step
Assign Trial Days and Free Minutes
After the above steps, set up the Trial details:
- After the above steps, set up the **Trial **details:
- Trial Days: The default trial period is 7 days (editable).
- After the trial ends, the client must subscribe to a plan to continue using the platform.
- Free Minutes: Default is 30 minutes (editable).
- Save Settings to complete the setup.
Your client’s trial account is now active and ready to use.
Recommended Next Steps:
Review Permissions
Go to the Permissions tab to enable or disable menus based on what you want your client to access.
Assign Subscription Plans
Add one or more plans under the Pricing tab. The client will be prompted to subscribe once the trial period ends.
Add client Users
Create a client user and grant them access to the platform. You can also set login credentials or send a password reset link.