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What is Whitelabeling?

White-labeling in TIXAE Agents allows agencies to fully customize the chatbot experience under their own branding. This feature provides the flexibility for agencies to present the chatbot as part of their brand while managing multiple clients seamlessly.

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Key Benefits of White-Labeling

  • Brand Customization: Customize the dashboard, chat interfaces, and client interactions to align with your brand.
  • Enhanced Client Relationships: Offer a branded experience that makes your clients feel directly supported by your agency.
  • Efficient Management: Use a single platform to manage multiple clients, chatbots, and user interactions without revealing third-party tools.

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White-Labeling in TIXAE Agents

The TIXAE Agents platform supports robust white-labeling features tailored for agencies, including client management, team access controls, and chat monitoring. Agencies can integrate AI-powered chatbots into their service offerings, enhancing value and engagement with each client.

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Prerequisites

Before you begin, ensure you have:

  • A registered account with TIXAE Agents.
  • Necessary permissions and subscription to create and manage agency dashboards.

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Step 1: Creating Your Agency Dashboard

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1. Log In to TIXAE Agents

Log in to your TIXAE Agents account. Upon logging in, navigate to the Agency tab where you can begin creating your branded agency dashboard.

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2. Add Your Agency Information

In the Agency tab, add your agency name and a brand tagline/description. This helps personalize the dashboard for your agency. You can also add your agency logos for light mode and dark mode.

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3. Set Up Your Domain

In the Domain dropdown, you have two options:

  • Create Subdomain: Choose this option if you want to use a subdomain under TIXAE Agents.
  • Connect Your Own Domain: If you already have a domain, you can connect it here.

To access premium features, consider subscribing to our paid plan.

For this tutorial, we’ll proceed with the subdomain option.

  • Click on Verify to check whether the chosen subdomain name is available. If it’s available, you can proceed.

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4. Adding Your Own Email

In this step, you will add your agency’s email address, which will be used for communication with clients and for notifications related to the agency dashboard. This email will also serve as the primary contact point for any inquiries or support requests.

  • Enter your agency domain address in the designated field, then click on the Add button. After that, add the credentials to your domain provider dashboard.
  • Enter your agency email address.

Ensure that the email address is valid and regularly monitored to maintain effective communication with your clients.

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5. Customize Your Dashboard Theme

In the Theme section, you can:

  • Select brand colors.
  • Choose fonts that align with your agency’s branding.

This will ensure that the dashboard has a consistent look and feel with your brand.

In the Footer section, you can add important links, including:

  • Agency website.
  • Agency email.
  • Privacy policy and other legal links.

Once you finish setting up your agency, make sure to click Save.

For a detailed walkthrough on setting up an agency dashboard, refer to this tutorial video.

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Step 2: Adding and Managing Clients

  1. Navigate to the Client Tab and click on New Client to add a new client.

  1. Input the client’s name and logo.

If the client has a team, select Organization to add team members.

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Step 3: Assigning Chatbots to Clients

  1. Assign specific chatbots to clients by dragging widgets to the designated client.

  1. Configure the chatbot settings to align with the client’s needs.

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Step 4: Adding a Team Member

  1. Click on Manage and then click on Add User to add a team member.
  2. Fill in the team member’s name and email, then click Add User.

You can assign this user as an admin and provide necessary permissions for their role.

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Step 5: Team Member Log-in

  1. Click on the log-in icon or provide the password and email to the client with your dashboard link.

You can send an invitation email to the team member using the invite button in the control section.

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Step 6: Navigating the Dashboard

Once you log in, here’s a quick overview of the key sections:

  • Home: View general performance statistics.
  • Prompt: This tab allows you to customize the prompts that the chatbot uses to engage with users, enhancing the interaction quality.
  • Knowledge Base: You can feed data to the chatbot through formats like text files, sitemaps, FAQs, or web pages.
  • Conversations Tab: Access the chat history between users and the AI chatbot.
  • Analytics Tab: Get live reports on interaction data, user retention, and chatbot performance.
  • Channels Tab: Manage the various communication channels through which users can interact with the chatbot, ensuring a seamless experience across platforms.
  • Settings Tab: Customize the settings for your chat widget and chatbot.

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Step 7: Monitoring Client Dashboards and Chat Activity

Team members can:

  • Monitor chatbot status (online/offline).
  • Handle conversations directly or pass chats between the team and AI.

You need to enable the Live-Handoff option to use this feature.

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Best Practices

  • Regularly update your agency information to keep clients informed.
  • Monitor chatbot interactions to improve user engagement.