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Client Management in TIXAE Agents

Welcome to the Client Management section of TIXAE Agent’s whitelabel platform. This powerful feature allows you to create, manage, and support your clients all from one centralized dashboard.
The whitelabel addon is designed for agencies and businesses looking to offer AI chatbot services under their own brand. If you haven’t enabled whitelabeling yet, check out our Getting Started with Whitelabeling guide.

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Key Features

Organization Management

Create and manage separate organizations for each of your clients, keeping their data and agents organized.

User Control

Add multiple users to each organization with customizable permission levels.

Agent Assignment

Easily assign AI agents (widgets) to specific client organizations.

Client Dashboard

Provide clients with a branded, feature-rich dashboard to manage their AI agents.

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Client Management Workflow

Here’s a quick overview of the client management process in TIXAE Agents:
1

Create Organization

Set up a new organization for your client, including name and logo.
2

Assign Agents

Link relevant AI agents (widgets) to the client’s organization.
3

Add Users

Create user accounts for your client’s team members.
4

Set Permissions

Configure access levels for each user in the client’s organization.
5

Send Invitations

Invite clients to their new, branded dashboard.

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The Client Tab

The client management interface is divided into two main sections:

Organization List

Located on the left side, this list shows all your client organizations. Use the search bar to quickly find specific clients.

Agent List

On the right side, you’ll find a list of all available AI agents (widgets). You can search and drag agents to assign them to client organizations.
Look for the + New Client button in the upper middle section to start creating a new client organization quickly.

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Next Steps

Now that you have an overview of client management in TIXAE Agents, dive into the specific processes:

Managing Organizations

Learn how to create and manage client organizations effectively.

User Management

Discover the process of adding and managing users to client organizations.
By mastering these client management tools, you’ll be well-equipped to scale your AI chatbot agency efficiently and provide top-notch service to your clients.
Remember: A well-organized client management system is key to growing your agency and maintaining strong client relationships.