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Agency Multi-Client Management

Run AI assistants for multiple clients from a single AI SmartTalk account. Each client gets their own assistant with separate knowledge base, channels, and branding — while your team manages everything from one dashboard.

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Why Agencies Choose AI SmartTalk​

As an agency, you manage multiple clients — each with their own website, social accounts, brand voice, and customer base. Juggling separate tools per client is expensive and time-consuming.

AI SmartTalk lets you run everything from one account:

  • One dashboard, all clients — Create a separate AI assistant per client, all managed from your agency account
  • Complete data isolation — Each client's knowledge base, conversations, and data are fully separate. No risk of cross-contamination
  • Per-client access control — Invite client team members and give them access only to their own assistant
  • White-label on Enterprise — Remove AI SmartTalk branding, use the client's domain and colors
  • All channels for every client — Web Chat, WhatsApp, Instagram, Discord, Slack, Gmail — all available without extra cost

Key Features​

Multiple AI Assistants​

Create a separate assistant for each client:

  • Isolated knowledge base — each client's content is completely separate
  • Unique personality — biography, tone, and style configured per client brand
  • Independent channels — different website, social accounts per client
  • Separate SmartFlows — client-specific automations and workflows

Access Control Per Client Team​

Use Access Control to manage who sees what:

  • Agency Admin — Full access to all assistants and settings
  • Client Team Lead — Full access to their assistant only
  • Client Support Agent — Can view chats and knowledge for their assistant
  • Client Analyst — Read-only analytics for their assistant

Create custom roles with granular permissions across Chat, Knowledge, SmartFlow, SmartForm, Settings, and Analytics.

White-Label Deployment​

On Enterprise plans, remove all AI SmartTalk branding:

  • Custom domain for the chat widget
  • Client's logo and brand colors
  • No "Powered by AI SmartTalk" attribution
  • Custom API endpoints for dedicated instances

All Channels, Every Client​

Every client assistant gets access to all native channels:

  • Web Chat (embed on client's website)
  • WhatsApp, Messenger, Instagram (connect client's accounts)
  • Discord, Slack (client's workspace)
  • Gmail (client's email)

Typical Agency Workflow​

For Each New Client​

  1. Create an assistant — Name it after the client, pick a template that matches their industry
  2. Configure personality — Set the Biography to match the client's brand voice
  3. Build knowledge base — Upload the client's content, connect their website for auto-sync
  4. Connect channels — Embed chat on the client's site, link their social accounts
  5. Build SmartFlows — Create client-specific automations: lead capture, support routing, appointment booking
  6. Invite the client team — Set up roles and permissions so they can monitor conversations

Agency-Wide Management​

Setup Steps​

1. Create Client Assistants​

From your dashboard, create a new assistant for each client. Choose a template that matches their industry.

2. Configure Access Control​

Set up roles and permissions:

  • Create a custom role for each access level needed
  • Invite client team members with their appropriate role
  • Agency staff get cross-assistant access

3. Train Each Knowledge Base​

For each client, populate the Knowledge Base:

  • Connect their WordPress/PrestaShop site for auto-sync
  • Upload product catalogs, FAQ documents, and service descriptions
  • Import existing support content

4. Connect Client Channels​

For each client, connect their channels:

  • Embed Web Chat on their website
  • Connect their Meta accounts (Messenger, Instagram, WhatsApp)
  • Link their Slack or Discord if applicable

5. Build Client SmartFlows​

Create SmartFlows tailored to each client:

  • Lead capture with client-specific forms
  • Support escalation to client's team
  • Channel-specific behaviors

6. Monitor and Optimize​

  • Review Usage Statistics per assistant
  • Optimize AI model choice for cost efficiency
  • Update knowledge bases as client content changes

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