Agency & Reseller

Managing Clients

Create and manage client accounts from your agency dashboard. Each client gets their own isolated workspace for chatbots and training sources. Invite client users and set per-client usage limits.

Each client you create has a fully isolated workspace with their own chatbots, training sources, conversations, and leads. Clients cannot see each other’s data, and you can switch between them instantly from your agency dashboard.

Creating a Client

Go to Agency > Clients in your dashboard.
Click Add Client.
Enter the client’s name, untick any integrations you want to keep out of this workspace, and confirm.

The new client workspace is created immediately. You can now switch into it to start building chatbots.

Viewing Client Chatbots

Each client row in the Agency > Clients table can be expanded to see all of their chatbots at a glance. Click the client name (or the chevron) to expand the row and view their agents with key stats: sources, messages, and leads.

From the expanded view, click Manage next to any chatbot to jump directly into that chatbot’s dashboard.

Managing a Client’s Chatbot

When you open a client’s chatbot, a banner appears at the top of the page showing which client you’re managing. This helps you stay oriented when working across multiple clients.

To return to the agency dashboard, use the Back to Agency link in the sidebar (below “Install Agent”) or in the profile menu.

Inviting Client Users

You can give your clients direct access to their own dashboard and inbox. When invited, a client user can log in (using your branded login page if you have a custom domain) and access only their workspace – they cannot see other clients or your agency settings.

How to Invite a Client User

Go to Agency > Clients in your dashboard.
Click the actions menu (three dots) next to the client
Select Users
Enter the email address of the person you want to invite
Choose a role (Administrator, Editor, or Member)
Click Add Team Member.

The invitee receives an email invitation with your agency branding. If you have a custom domain configured, the invitation link will use your branded URL.

Send invitations while accessing the dashboard through your custom domain. This ensures the invite email and registration flow use your agency branding instead of SiteSpeak’s.

What Client Users Can See

Client users are scoped to their specific client workspace. They can:

View and manage chatbots belonging to their client account
Access the inbox and respond to conversations
View leads and conversation history
Manage training sources (within their limits)

Client users cannot see or access:

Other client accounts
The agency dashboard or settings
Billing or subscription information
Agency team management

Client User Roles

The same roles available for agency team members apply to client users:

Role

Permissions

Administrator

Full access to client chatbots, settings, and user management

Editor

Can view and respond to messages in the inbox and update chatbot answers

Member

Can view and respond to messages in the inbox

Per-Client Usage Limits

You can set individual message credit and source limits for each client. This lets you control how much of your agency’s total allocation each client can use.

Setting Limits

In the Agency > Clients table, each client row has Messages and Sources columns. Click on these fields to set a limit:

Click the Set limit text (or the existing limit value) in the Messages or Sources column
Enter the limit number
Press Enter or click away to save.

Leave a field blank to remove the limit. Clients without explicit limits share the agency’s total pool.

How Limits Work

Message credits: The limit controls how many message credits a client can use per month. When a client reaches their limit, their chatbots will stop responding until the next billing cycle or until you increase the limit.
Sources: The limit controls how many training sources a client can add across all their chatbots. When reached, the client cannot add new sources until the limit is increased or existing sources are removed.
Agency ceiling: Per-client limits work alongside your plan’s total limits. Even if a client has remaining allocation, they cannot exceed the agency’s overall plan limit.

Over-Allocation Warning

If the sum of all client limits exceeds your agency’s plan total, a warning banner appears at the top of the clients table. This is informational only – the agency plan total remains the hard ceiling.

Per-client limits are soft limits. Setting them helps you manage allocation across clients, but your agency plan’s total limits are always the hard ceiling regardless of individual client settings.

Per-Client Integrations

Your agency plan decides which integrations exist. Per client, you decide which of them the client may use. New clients get everything your plan includes; untick an integration to keep it out of that client’s workspace.

Setting Integrations

Go to Agency > Clients
Click the actions menu (three dots) next to the client and select Edit Client, or set them when you create the client
Untick the integrations to withhold and save

The list covers WhatsApp, HubSpot, Slack, Google Chat, Telegram, Discord (chat) and Tools & actions.

What Withholding Does

The client’s dashboard shows the integration as not enabled by your agency, with no connect button and no upgrade prompt.

A connection the client already made is disconnected at once: the saved connection is removed, and they connect again if you re-enable it. Discord channels already added as training sources stay, but stop syncing new messages.

Withholding Tools & actions stops the agent from using the client’s installed tools. Their saved tools stay in place. Lead capture and transcript emails keep working, since they are part of the chat itself rather than tools the client adds.

Via the API

Send enabled_integrations on Create or Update Client Workspace as a list of keys: whatsapp, hubspot, slack, google_chat, telegram, discord, actions. null means everything your plan includes; an empty list withholds all of them. Client responses echo the current value.

If you sell your own plans, keep the list per plan on your side and send it when you create the client and again on every plan change. SiteSpeak stores the list per client, not per plan.

Your plan is still the ceiling. Ticking an integration your agency plan does not include does not unlock it.

Client API Keys (BYOK)

You can let a client bring their own LLM API keys, so their chatbots run on the client’s own provider accounts. This is off by default and is enabled per client with the byok_enabled field on the Create and Update Client Workspace API endpoints.

What Clients Get

With BYOK enabled, workspace administrators see an LLM API Keys page in their profile settings where they can add keys for OpenAI, Anthropic, Google, and Cohere. They can also set OpenAI and Anthropic keys per chatbot in each chatbot’s AI Model settings. Keys are validated against the provider before they are saved.

Key priority for a client chatbot: chatbot key > workspace key > agency account key. Your own account-level keys keep serving all client workspaces that have no key of their own, whether or not BYOK is enabled for them.

Credits Still Count

Messages from client chatbots always count against the client’s message credits and your agency pool, no matter whose key served them. Per-client limits keep working with BYOK enabled. The provider usage itself is billed by the provider to whoever owns the key.

Disabling BYOK

Set byok_enabled to false to switch a client back off. Their key pages disappear, and any stored keys stay saved but stop serving; the client’s chatbots fall back to your agency keys or platform keys. Enabling again restores the stored keys.

A key that the provider rejects (revoked, expired, or out of provider credit) does not fall back to other keys. The client’s messages on that provider fail until the key is updated or removed. A failing Cohere key normally just skips search result reranking, so answers keep flowing with lower ranking quality.

Creating Chatbots for Clients

You can create chatbots for a client directly from the agency dashboard without leaving the page:

Click the actions menu (three dots) next to the client
Select Create Agent
Enter the agent name, an optional website URL, and choose a theme color
Click Create Agent

If you provide a website URL, the site will be crawled and the chatbot will start training automatically. After creation, you’ll be taken to the chatbot’s sources page to add more training data.

Once inside a client’s chatbot, managing it works exactly the same as your own chatbots. All standard features are available – training sources, tools, appearance settings, integrations, and more.

Refer to the main SiteSpeak documentation for chatbot setup:

Client Actions

From the actions menu (three dots) next to any client in the Agency > Clients table:

View Agents – Expand the row to see the client’s chatbots
Users – Manage users invited to this client’s workspace
Create Agent – Create a new chatbot for this client
Edit Client – Change the client’s display name and which integrations they may use
Delete – Permanently remove the client and all their chatbots, sources, and data. This action cannot be undone.

Plan Limits

Each client counts toward your plan’s client limit:

Plan

Clients

Starter

Pro

Enterprise

Unlimited

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