Setting Up a Client Account

This guide provides step-by-step instructions for creating and configuring a Client account, including setting roles, permissions, and access controls tailored to your requirements.

1. List View of Client Accounts

• Customer Activity: View the customer's last activity, such as last login and last call.

• Voice Provider Details: Identify the voice provider in use.

• Customer Status: Check if the customer is Active or Inactive.

• Access Account: Use the "Access Account" button to log in as the customer.

  
  

2. General Settings

• Enable/Disable Account: Toggle the account status.

• Delete Account: Remove an account if needed.

• Editing Restrictions: Account names cannot be edited.

3. Provider Credentials

• Login Button: Use the hyperlink button next to the voice provider name to log in.

• Provider Change: Be aware that changing the connected voice provider will delete the existing configuration. A new provider must be set up from scratch.

• AI Agent Sync and choose either to sync all AI Agents or Specific AI Agents. Repeat it for the knowledge base section as well.

4. Permissions

• Menu and Feature Access: Customize menus and features for the client.

  • Agents:  Show or hide the Agents menu, including system prompts.

  • Knowledge: Remove this menu if you don't want to show it to customers.

  • Analytics: Remove this menu if the customer does not require reports.

• Save Changes: Click "Save & Publish" after making updates.

5. Pricing

• Enable Pricing Display: Select the checkbox above all subscription pricing tiers to make them visible in the customer's application.

• Reorder Pricing Plans: The last selected pricing plan will appear as the first pricing plan.

• Unlimited Options: Create unlimited plans and mark options as popular.

6. Users

• Add Users and Roles: Assign roles as "Admin" or "User."

• Set Time zone: Input the time zone (e.g., America) and select the relevant option.

• Email Editing Restriction: Once created, emails cannot be edited.

• Update User: Save changes by clicking "Update User."

7. License

• View License Information: Access current license validity, available free minutes, and add-on minutes.

• License History: View past license details and sort them in ascending or descending order by clicking the column name. You cannot reduce the license.

• Internal Remarks: Enter remarks for each license addition for internal reference.

8. Settings

• Call Log Sync: Enable auto-sync without requiring a separate webhook URL.

• Concurrent Call Limit: Set the maximum concurrent outbound calls allowed. For example, if the provider limit is 10, allocate 8 for outbound calls and reserve 2 for incoming calls.

• Save Credentials: Click "Save Credentials" after completing the setup.

Notes:

• Tap the “Clients” menu or “Access Account” buttons to navigate back or log in as a Client Account.