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Account Management of LiveChatAI

Agency Partnership Plan

LiveChatAI's Agency Partnership Plan is designed for customers managing multiple clients and offering AI chatbot solutions.

The plan allows agencies to create sub-workspaces to efficiently manage their clients' accounts while maintaining visibility and control.

Getting Started: Required Steps

To begin using the LiveChatAI Agency Plan, follow these steps:

Step 1: Schedule an Initial Meeting

  • Visit the Agency Partnership Page and schedule a meeting with our team.
  • During this meeting, we’ll discuss your needs, explain the agency model in detail, and address any questions you might have.

Step 2: Account Approval

  • After the initial meeting, your account will be reviewed and approved as an Agency Workspace.
  • Once approved, your account will be identified as "Agency," unlocking all relevant features.

Step 3: Onboarding Process

  • Following approval, your onboarding process will begin:
  1. Access to tools for creating sub-workspaces and chatbots.
  2. Guidance on customizing chatbots for your clients.
  3. Instructions on resource allocation and analytics tracking.

Step 4: Launch and Scale

  • After completing the onboarding process, you can launch your agency workspace and start serving your clients.
  • Scale your business by creating sub-workspaces, customizing chatbots, and optimizing performance with analytics.

Key Features🔑

Sub-Workspace Management:

  • Agencies can create sub-workspaces for each client.
  • Sub-workspaces are isolated from each other for privacy and security.
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The main agency workspace retains visibility and control over all sub-workspaces.

Customizable Limitations:

  • Agencies have overarching limits on data sources, seats, and message quotas.
  • These limits apply collectively across all sub-workspaces and are not divided equally.
  • Agencies can allocate quotas flexibly, with some sub-workspaces using more resources while others use less.

Add-On Flexibility:

  • Agencies can expand limitations as needed through add-ons for data sources, seats, and message quotas.
  • This ensures scalability based on client requirements.

Chatbot Settings:

  • Agencies and sub-workspaces can create multiple chatbots, each fully customizable.
  • Settings, configurations, and branding can be adjusted for every chatbot independently.
  • Performance metrics are available for every workspace and chatbot.

Revenue Calculation and Partnership Opportunities:

How Resource Allocation Works🔍

Message Quotas

The total message quota applies to all sub-workspaces combined.

Example

If your agency has a 10K message quota:

  • Sub-workspace A might use 7K messages.
  • Sub-workspace B might use 2K messages.
  • Sub-workspace C might use 1K messages.
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Quotas are not pre-allocated but dynamically used based on activity.

Data Sources & Seats

  • Similar to message quotas, the total data source limit applies collectively to all sub-workspaces.
  • The total number of seats is shared across sub-workspaces.
  • You can assign seats to specific sub-workspaces based on client needs.

Getting Started with the Agency Plan📌

  1. Sign up for an account at LiveChatAI.
  2. Once registered, contact LiveChatAI Support to enable the agency model for your account.
  3. After contacting support, your account will be defined as an Agency Workspace. You can now create and manage sub-workspaces directly from your dashboard.

Adding Sub-Workspaces

  1. Log in to your Agency Workspace.
  2. Navigate to the Profile section.
  3. Click on the Add workspace to add your client to your workspace by providing a name.

4. Add a team member for the sub-workspace if you have a contact person for the related business.

5. Allocate resources (data sources, seats, message quota) as needed.