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Overview

Once you’ve onboarded a handful of clients, the challenge shifts from “how do I set one up” to “how do I keep them all straight.” This guide covers the habits that scale.

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Naming and organization

  • Use the client’s real business name as the sub account name. Never a placeholder you’ll forget.
  • In your provider dashboard, adopt a naming convention like ClientName-SalesBot so assistants are traceable back to the right sub account even from the provider side.

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Cross-client visibility

  • Use Assistants in the sidebar for a global view across every sub account: which assistant belongs to which client, and which are unassigned.
  • Use Dashboard for agency-wide usage trends, and drill into a specific client’s sub account when something looks off.
  • Use Call Logs’ “All Assistants” filter to isolate one client’s call activity from the rest.

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Billing hygiene at scale

  • Review Profit Tracking margins periodically. Provider pricing can change, and a margin that was healthy at onboarding can erode.
  • Keep agency credit topped up (see How Billing Works) so no client’s service is interrupted by your own account running low.