Platform · Workflow

Agency client onboarding

An agency partner creates a new client sub-account from a snapshot, allocates seats and credits, and brands it, all in one flow.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
Partner admin opens the agency console and chooses New sub-account.
2
Selects a snapshot or edition that carries apps, pipelines, templates, automations, roles and notification defaults.
3
The tenant provisioner creates the tenant, default workspace and owner membership.
4
Partner allocates seats and AI credits from the agency pool and sets the client price list.
5
White-label domain and sender name are applied; DNS and TLS are verified.
6
Onboarding checklist guides the client to invite their team and connect channels.

Tell us about your team and the outcomes you want. We will walk you through the apps, the Digital Employees and the plan for your industry.