# Sub-Account Management

# Overview

Sub-accounts are individual client accounts managed under your agency. Each sub-account operates as a fully functional account with its own campaigns, contacts, chats, and settings - while you maintain oversight and control from your agency dashboard.

# Creating Sub-Accounts

# Step-by-step:

1. Go to Sub Accounts in the left sidebar.
2. Click Add Account.
3. Fill in the client’s details:
   • First name and Last name
   • Email address (used as the login email)
   • Business name (optional)
   • Business address (optional — city, state, postal code)
   • Business description (optional)
4. Click Sign Up to create the account.

After creation:

• A confirmation popup shows the generated password for the client.
• The client receives an email with their login credentials.
• The sub-account appears immediately in your sub-accounts list.
• The sub-account starts with a 100 credit starter balance so the client can immediately try AI replies and campaigns without waiting for you to top them up. Adjust or top up the balance any time from the Edit Sub Account modal.

When the client signs in for the first time with their emailed credentials, they are taken straight to the Setup Wizard to guide them through configuring their first campaign. They can also re-open the wizard at any time from the Setup Wizard entry in the left sidebar.

# Managing Sub-Account Access

# Client login

Each sub-account comes with login credentials. You can:

• Share credentials with the client so they can manage their own account.
• Keep credentials to yourself and manage everything on their behalf.
• Use Assist mode to log into the sub-account from your agency dashboard (see below).

# Assist mode

Assist mode lets you access a sub-account directly - as if you were the client - without needing their login credentials:

1. From your sub-accounts list, click the Assist button next to the account.
2. You are securely logged into the sub-account.
3. You can make changes, configure campaigns, manage chats, and troubleshoot issues.
4. Click Return to Admin to go back to your agency dashboard.

Each Assist session is secure and short-lived, so there is no risk of leaving a session open by accident.

# Credit Allocation and Management

# Credit management modes

Each sub-account can use one of two credit management modes, configurable in the Edit Sub Account modal:

Manual mode (default):

• Credits are shared from your agency pool.
• When a sub-account uses credits (AI responses, campaigns, etc.), the deduction comes from your agency balance.
• Sub-accounts do not see the credit balance - they simply use the platform and you manage the pool.
• You can manually allocate or adjust credits as needed.

Credit reselling mode:

• Sub-accounts purchase their own credits through your custom checkout page.
• You set the pricing - define credit packages and per-credit rates.
• Purchased credits are tracked separately per sub-account.
• AI operations consume purchased credits first before falling back to your agency pool.
• Payments can be processed through Stripe (automatic card charges to your connected Stripe account) or through a webhook (your own custom payment provider — see Webhook Auto-Recharge for details).
• This mode is available on the Agency plan and requires the white-labeling feature flag to be enabled.

To switch between modes:

1. Go to your sub-accounts list.
2. Click Edit on the sub-account.
3. In the Edit Sub Account modal, toggle the credit management mode between manual and reselling.
4. If switching to reselling, configure your pricing tiers.
5. Click Save.

# Tracking usage

Monitor credit consumption across sub-accounts:

• Credit transaction history - View detailed logs showing which sub-account triggered each charge, the amount, the contact and campaign involved, and whether custom AI keys were used.
• Per-account totals - See aggregate credit usage for each sub-account.
• Agency dashboard stats - Get a high-level overview of total usage, active campaigns, and contact counts across all sub-accounts.

# Sub-Account Billing

# Agency custom checkout

If you have set up credit reselling, there are two ways to handle payments:

Stripe (default):

1. Connect your Stripe account in your agency settings.
2. Configure pricing tiers (e.g., “100 credits for $15,” “500 credits for $60”).
3. Optionally set a per-credit price for custom amounts.
4. When sub-accounts need credits, they are directed to your branded checkout.
5. Payments go to your Stripe account, and credits are delivered automatically.

Webhook (custom payment provider):

1. In your agency Reselling settings, enter a webhook URL in the Auto-Recharge Webhook section.
2. When a sub-account’s credits drop below their auto-recharge threshold, the platform sends the details to your webhook URL.
3. Your server processes the payment using whatever provider you prefer.
4. Your server calls the API to grant the credits.

This is useful if you operate in a region where Stripe is not available, or if you want to use a different billing system. See the Webhooks and API Access documentation for the technical details.

# Client billing portal

Sub-accounts with active subscriptions through your agency can access a customer billing portal to:

• View their billing history.
• Update payment methods.
• Manage their subscription.

You can generate a link to this portal from your agency dashboard and share it with the client.

# Dashboard Stats for Agency

Your agency dashboard provides aggregate statistics across all sub-accounts:

• Total active campaigns and their statuses.
• Credit usage broken down by sub-account.
• Contact counts across all sub-accounts.
• Campaign performance overview.

These stats help you understand which clients are most active and where to focus your attention.

# Campaign Copying Between Accounts

Copy proven campaigns from one account to another:

1. Open the source campaign.
2. Select Copy to Sub-Account.
3. Choose the target sub-account from the dropdown.
4. The campaign is duplicated with all settings intact:
   • Bot instructions and configuration
   • FAQ entries
   • Resources and links
   • Follow-up settings
   • Template content (note: templates may need re-approval for the new account’s WhatsApp number)

This saves significant setup time when onboarding new clients with similar use cases.

# Sub-Account Limits

Your subscription tier determines how many sub-accounts you can create:

If you reach your limit and need more sub-accounts, upgrade to a higher tier.

# Best Practices

• Set up auto-recharge on your agency account to ensure sub-accounts never lose AI functionality due to credit depletion. Auto-recharge works with both Stripe (automatic card charges) and webhook mode (your own custom payment provider). See Agency Accounts for details on webhook mode.
• Use campaign copying to quickly onboard new clients with templates that already work.
• Monitor credit usage regularly to catch unexpected spikes before they drain your credit pool.
• Keep Assist mode for support - rather than sharing agency credentials, use Assist mode to help clients directly from your dashboard.
• Configure credit reselling if you want sub-accounts to pay for their own usage, creating a revenue stream for your agency.
• Choose the right credit mode per client - use manual mode for clients you manage end-to-end, and reselling mode for clients who should handle their own credit purchases.

# Need Help?

If you have questions about sub-account management, reach out via our email support.