Managing Clients
Add, edit, and manage your client businesses. Everything from initial setup to ongoing management.
Your Client List
The Clients page is where you see every business you manage. Each row in the client list shows the business name, contact person, industry, agent status (active, inactive, or not deployed), and the date they were added.
You can search clients by name, filter by industry or agent status, and sort by any column. Click a client's name to open their detail page.
Adding a New Client
When you sign a new client, adding them to the platform takes about two minutes:
Open the Add Client Form
From the Clients page, click the "Add Client" button in the top-right corner. A form will appear with the fields you need to fill in.
Fill In Business Details
Enter the core information about your client's business:
- Business name (required) — e.g., "Bright Smile Dental"
- Contact name (required) — e.g., "Dr. Sarah Chen"
- Email (required) — the client's primary email address
- Phone — the client's existing business phone number
- Industry (required) — select from the dropdown list
- Website — the client's website URL (optional)
- Address — the client's business address (optional but recommended)
Save the Client
Click "Create Client" to save. You'll be taken to the client's detail page, where you can immediately deploy an agent, add business hours, FAQ entries, and more.
Note: Creating a client does not automatically deploy a voice agent. The client profile is created first, and you deploy the agent as a separate step. This lets you set up all the business details before going live.
The Client Detail Page
Every client has a comprehensive detail page organized into eight tabs. This is where you manage everything about a client's account and their voice agent.
The Eight Tabs
| Tab | What's Inside |
|---|---|
| Overview | At-a-glance summary — agent status, recent calls, key metrics, and quick actions. This is the landing tab when you open a client. |
| Business Profile | All business information — name, contact, address, hours, services, industry. Edit any field inline and save. |
| Voice Agent | Agent configuration — voice selection, greeting message, personality, system prompt, call handling rules. This is the control panel for how the agent behaves. |
| Knowledge Base | Documents and files the agent can reference during calls. Upload PDFs, text files, or paste content directly. The more you add, the smarter the agent gets. |
| Contacts | CRM view of every person who has called the agent. See caller details, call history, and any data the AI collected during conversations. |
| Conversations | Complete call history with recordings, transcripts, summaries, quality scores, and sentiment analysis. Click any call for the full detail slideout. |
| Analytics | Performance charts and metrics — call volume trends, average duration, quality score distribution, busiest call times, and more. |
| Connectors | Integrations with external services like Cal.com for appointment booking. Connect, configure, and manage active integrations here. |
Editing Client Information
Most fields on the client detail page support inline editing. Click on any field value (business name, phone number, hours, services, etc.) to edit it directly. Changes are saved when you click away or press Enter.
For more complex edits — like updating business hours, adding services, or changing the greeting message — use the dedicated forms within each tab.
Tip: Changes to client information sync to the voice agent immediately. If you update the business hours, the agent will start using the new hours on the very next call. There's no need to redeploy or restart anything.
Client Status and Lifecycle
Clients move through a simple lifecycle on the platform:
| Status | Meaning |
|---|---|
| Active (No Agent) | Client profile created but no voice agent deployed yet |
| Active (Agent Live) | Client has a live voice agent answering calls |
| Paused | Agent temporarily deactivated — calls won't be answered |
| Inactive | Client account deactivated — no agent, no portal access |
You can change a client's status at any time from the Overview tab. Pausing an agent is useful when a client is on vacation or wants to temporarily stop the service without losing their configuration.
Sending Client Portal Invitations
Once a client is set up and their agent is live, you can invite them to the Client Portal so they can see their call data, listen to recordings, and manage their business info. From the client's Overview tab, click "Send Portal Invitation" — they'll receive a branded email with a link to create their login.
Note: Client Portal invitations use your agency's branding — your logo, your colors, your agency name. The client sees your brand, not ours.
Best Practices for Client Management
- Fill in everything — the more business details you provide, the better the agent performs. Hours, services, FAQs, and knowledge base documents all make a difference.
- Review calls regularly — check the Conversations tab weekly to spot patterns. If callers keep asking a question the agent can't answer, add it to the FAQ or knowledge base.
- Use the Analytics tab — share performance reports with your clients to demonstrate value. Call volume, quality scores, and response accuracy are powerful proof points.
- Keep info current — if a client changes their hours, adds a service, or hires a new team member, update the profile so the agent stays accurate.
Was this page helpful?