Overview
Subaccounts in the sidebar is where every client lives. Each sub account is a strict isolation boundary: its own assistants, pricing, users, credits, and call logs, never shared with another client. See Understanding Sub Accounts for the full model.
Common Tasks
Create a new client
See Create Your First Client for the full walkthrough. The same steps apply to your second client and beyond.
Edit a sub account’s General settings
Open the sub account and use the General tab to rename it, change its provider API keys (only before go-live), or view its Danger Zone.
Use the sub account’s Billing tab to set per-minute pricing, enable a monthly subscription, add Credits, or set an onboarding fee. Full detail: How Billing Works.
Manage who has access
Use the sub account’s Users tab to invite, remove, or check the status (invited, active, inactive) of each client user. See Inviting Team Members.
Archive a client
In the sub account’s General tab, Danger Zone, click Archive Sub Account.
Archiving is permanent and cannot be undone. Billing stops immediately, the sub account becomes inaccessible, and data is preserved but frozen. Only archive after you’ve completely finished with that client and reviewed all associated data.
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