ChatForClients Client Onboarding and White-Label Setup (Onboarding)

ChatForClients Client Onboarding and White-Label Setup (Onboarding)

1. 01

   Log into the ChatForClients multi-tenant dashboard and create a new client workspace under the 'Clients' section.

   Ensure the workspace is assigned to the correct tier (Bronze, Silver, or Gold) based on the client count and margin target.

2. 02

   Configure the white-label settings for the client workspace: upload your agency logo, set the custom domain (Silver and Gold tiers), and remove any ChatForClients branding if on Silver or Gold.

   For Bronze tier, co-branded materials are standard, so confirm the client is aware of the co-branding.

3. 03

   Set up the AI personality for the client's chatbot by defining the bot's name, tone, and business-specific FAQ training data.

   Use the client's website content and common customer questions to train the AI for accurate responses.

4. 04

   Integrate the chatbot with the client's preferred channels: WhatsApp, Instagram, email, and web. Enable the channels that match the client's customer communication habits.

   For web, copy the embed code and place it on the client's site. For WhatsApp and Instagram, follow the platform-specific connection steps in the dashboard.

5. 05

   Connect Stripe billing for the client workspace and set the monthly client price (e.g., $200-$499) to achieve your target margin.

   The platform fee is deducted automatically; your margin is the difference between your client price and the tier fee.

6. 06

   Test the chatbot end-to-end: send a test message via each integrated channel, verify lead capture flows route to the client's inbox, and confirm the AI responses are accurate.

   Use the test client account to simulate a real conversation and check that the lead data appears in the dashboard.

7. 07

   Deliver the client access: provide the client with their branded dashboard URL (custom domain on Silver/Gold) and login credentials, and schedule a training session on reviewing chat transcripts and lead reports.

   Ensure the client knows how to access monthly performance reports and manage their chatbot settings.