Agency Accounts

Agency Accounts What Are Agency Accounts? Agency accounts let you manage multiple client accounts from a single dashboard. Instead of logging into separate accounts for each client, you get a centralized view where you can create sub-accounts, monitor campaigns, allocate credits, and switch between clients instantly. This is designed for marketing agencies, consultants, and resellers who manage the app on behalf of multiple businesses. In v2, the two pages that make this work — Sub Accounts and SaaS Mode — each have their own place in the sidebar instead of being tucked inside Settings. This page is the overview; the day-to-day mechanics live on Sub-Account Management . Shared Credit System One of the key differences between agency accounts and regular accounts is how credits work: Credits are shared between your agency account and all sub-accounts. When a sub-account uses credits (for AI responses, campaigns, etc.), the credits are deducted from your agency's balance. Sub-accounts do not see the credit balance — they only see their usage. You, as the agency, manage the overall credit pool. Example: You have 1,000 credits in your agency account. Client A sends a campaign to 50 contacts (50 credits). Client B's AI bot responds to 30 conversations (30 credits). Your remaining balance is 920 credits. Creating Sub-Accounts The Sub Accounts page: stat tiles up top, an Add account button, and a shortcut into SaaS Mode . Click Sub Accounts in the main sidebar — it's its own page, ri