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.

Test accounts

Both flows offer a test account checkbox. Test accounts are time-boxed trial accounts for prospects:

• They show a Test badge and an expiry countdown in your user list.
• When the prospect converts, use the convert action (badge icon) to turn the account into a regular one — chatbots and data are kept. Conversion requires a free bot slot in your pool.

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.