Manage White-Label Customer Accounts

Managing Customer Accounts

Your end-customers are managed under Settings → Users & Quotas. Each customer gets their own account on your platform with their own chatbots, conversations, and team — limited by the quotas you allocate.

Creating accounts

Two ways to add a customer:

• Invite via email — enter the customer's email address; they receive a branded invitation (sent through your SMTP) with a link to set their name and password. The link expires after 7 days and the account only appears in your list once the invitation is accepted.
• Create directly — set name, email, and an initial password yourself (minimum 8 characters) and hand the credentials to your customer. No email is sent; the account is active immediately.

Assigning an admin-created chatbot to a customer

You can configure a chatbot in the admin account first and transfer it to an existing customer account when it is ready:

1. Open Dashboard and select the chatbot.
2. Open Settings.
3. Under Name & Access, find Assigned user. This field is visible only to white-label organization admins.
4. Select the customer. The assignment is saved immediately; there is no separate save button.

The customer becomes the chatbot's owner and sees it after logging in. The assignment moves the chatbot together with its configuration, knowledge sources, conversation history, leads, bookings, integrations, phone settings, calls, and Team Wiki. The selected customer's chatbot, message, training-content, and phone allocations then apply. Usage already counted in the current month moves to the customer as well, so check their allocated quotas before assigning the chatbot.

To take the chatbot back, choose Not assigned (organization quota) in the same field. The chatbot and its usage return to the organization admin account and use the organization quota.

Test accounts

Both flows offer a test account checkbox. A test account is a regular customer account with two differences: the chatbots inside it stay outside your paid bot-slot pool, and the account deletes itself after 14 days.

That is what makes it useful for a pitch. Build a working chatbot on the prospect's own content, hand over the login, and no paid slot is used while they try it out.

Everything except the bot slots still comes out of your package: messages, indexed pages and training content, storage, and phone minutes. A test account is not a second free plan.

In your user list a test account carries a Test badge and a countdown to its deletion date. Three days before that date you receive an email, so a lead who did convert does not get deleted while you were waiting for the contract.

Convert (the badge icon) turns it into a regular account: the deletion timer disappears, chatbots, conversations and settings stay untouched. Conversion needs one free bot slot for every chatbot the account owns. Without them the action fails with a message naming how many slots are missing, and you have to add a slot or upgrade the plan first.

If nobody converts, the account is deleted together with everything in it: chatbots, knowledge sources, conversations, leads, and bookings. The deletion is permanent, there is no restore.

Your platform contract can cap how many test accounts may exist at the same time. By default there is no cap; if one applies, creating or inviting another test account fails with "Test account limit reached" until you convert or delete one.

Enabling, disabling, and deleting

• Disable blocks login and API access immediately but keeps all data and the quota allocation (the seat stays reserved). Re-enable at any time.
• Delete permanently removes the account and frees its quota allocation.

Admins can only manage regular users — not themselves or other admins.

Log in as a customer

The log-in icon in a user's row lets you enter that customer's dashboard without their password — for support, configuration help, or troubleshooting.

• An orange bar above the dashboard shows which account you are in: "Logged in as customer@example.com".
• Click Exit in that bar to return to your own account.
• Only active, regular user accounts can be entered — never other admins.

How your customers log in

Customers log in at https://your-domain.com/login with email and password. If a customer accidentally opens the platform's own domain, they are automatically redirected to your verified domain. Self-registration is disabled on white-label platforms — only accounts you create or invite can log in.

Each customer can additionally invite up to 10 team members of their own (with granular permissions for live chat, analytics, leads, and more) — see Team Members.