How to create a new sub-account

Modified on Mon, 3 Jul, 2023 at 9:06 PM

As an agency admin you have the ability to add an unlimited number of sub-accounts. 

Each sub-account can have an unlimited number of chatbots (depending on your account level each additional chatbot will cost ~$10 /mo /chatbot. 


How to manually add a new sub-account:

Step 1 - In your agency dashboard click the ‘Create New Sub-Account’ 

Step 2 - Enter sub-account details. 

- Sub-account name

- Sub-account description

- Sub-account admin name and email (this will assign the sub-account admin account permissions to this user) 


Step 3 - Provide sub-account admin with their user login details 


Step 4 - After a new sub-account is created and you share the login info with your clients.


Step 5 - Your clients can now  login to their sub-account admin account to login, configure their dashboard, and create their first chatbot within their sub-account. 

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