Agencies

Client Onboarding Guide

Set up new clients in minutes. Create isolated workspaces with custom branding, email domains, and team access.

Isolated Environments

Each client's data is completely separate. No risk of cross-contamination.

Quick Setup

New clients can be onboarded in under 10 minutes with our API or admin UI.

Professional Email

Emails go out from the client's domain, not yours. Fully white-labeled.

No Per-Client Fees

Add unlimited clients without watching your bill multiply. One price, unlimited brands.

Four Steps to Client Setup

Get a new client fully operational in minutes, not hours.

1

Create a Workspace

Each client gets their own isolated workspace. Tickets, settings, and branding are completely separate.

POST /v1/workspaces
{
  "name": "Acme Corp",
  "slug": "acme-corp"
}
2

Configure Branding

Set up custom colors, logo, and email templates. Customers will only see the client's brand.

PATCH /v1/workspaces/ws_xxx
{
  "settings": {
    "brand_color": "#4F46E5",
    "logo_url": "https://..."
  }
}
3

Set Up Email Domain

Add a custom email domain so replies come from [email protected].

POST /v1/workspaces/ws_xxx/domains
{
  "domain": "clientdomain.com"
}
4

Invite the Team

Add team members who will handle this client's tickets. Control their access level.

POST /v1/auth/members/invite
{
  "email": "[email protected]",
  "role": "agent",
  "workspaces": ["ws_xxx"]
}

Ready to Streamline Client Onboarding?

Start managing all your clients from one dashboard. No per-client fees.