Managing Client Organizations
Effectively managing client organizations is crucial for maintaining a structured and efficient agency operation in TIXAE Agents. This guide will walk you through the process of creating, editing, and managing client organizations.
Creating a New Organization
Access Client Tab
Navigate to the Client tab in your TIXAE Agents dashboard.
Initiate Creation
Click the + New Client button in the upper middle section of the interface.
Enter Details
In the organization creation screen, provide the following information:
- Organization Name (Your client’s business name)
- Upload or drag-and-drop a logo/image for the organization
Finalize
Click the + Add button at the bottom of the screen to create the organization.
After creating an organization, you can customize additional settings such as dashboard language, layout, and features. See the Configuring Organization Settings section below for more details.
Assigning Agents to Organizations
Once you’ve created an organization, you’ll need to assign relevant AI agents (widgets) to it.
Locate Agents
Find the agent list on the right side of the Client tab.
Search (Optional)
Use the search bar at the top of the agent list to find specific agents quickly.
Drag and Drop
Click and drag the desired agent(s) from the right side list onto the client’s organization in the left side list.
You can assign multiple agents to a single organization. This is useful for clients who need different chatbots for various purposes or departments.
Configuring Organization Settings
After creating an organization, you can customize various settings to tailor the experience for your clients:
Access Org Info
Click manage on the organization you want to edit and then select the Org Info button.
Adjust Settings
In the Org Info panel, you’ll find several customization options:
Remember to click Save & Close after making changes to ensure all settings are applied to the organization.
Related Documentation
Explore these related topics to further enhance your understanding of TIXAE Agent’s whitelabel features:
Creating Users
Learn how to add and manage users within client organizations.
Setting Permissions
Understand how to configure access levels for client users.
Client Dashboard Features
Explore the features available in the client-facing dashboard.
Inviting Clients
Master the process of onboarding clients to their new dashboard.