Overview
Assumes your agency is already branded, your provider is connected, and Stripe is live. This guide focuses purely on bringing on one client, start to finish.The path
- Create Your First Client: use the client’s real business name; it appears everywhere in their dashboard.
- Assign an AI Assistant: decide up front whether this client needs phone-call capability (requires a phone number attached in your provider) or web-call only.
- Configure Pricing (choose per-minute, monthly, or both) see Charge Per Minute and Charge Monthly Plans if you’re unsure which fits this client.
- Invite Your Client: share the dashboard URL and temporary password securely; remind them to change the password on first login.
- Set the Billing Start Date to go live (see Launch Your Agency). This is permanent, so confirm pricing and assistant assignment are correct first.
Related Articles
- Charge Per Minute: when usage-based pricing fits better
- Charge Monthly Plans: when a retainer or package fits better
- Manage Multiple Clients: once you’re repeating this for client two, three, and beyond