Chipp Client White-Label Deployment (Delivery)

Chipp Client White-Label Deployment (Delivery)

1. 01

   Log into Chipp and navigate to the Client Management dashboard

   From the main admin panel, select the client workspace you are deploying for. Verify the client's billing tier and usage allocation under the per-client management settings.

2. 02

   Configure the white-label branding for the client's agent

   In the Branding settings, upload the client's logo, set their custom domain, and ensure Chipp's name and interface are fully hidden. Confirm the embed widget or PWA options match the client's website requirements.

3. 03

   Build the agent using knowledge sources and custom actions

   In the Agent Builder, add the client's FAQ documents, service menus, and business hours as knowledge sources. Define custom actions for lead capture or appointment requests, and test the conversation flows in the preview pane.

4. 04

   Integrate the client's external tools

   From the Integrations menu, connect the client's Slack, Google Sheets, or HubSpot account. Map the data fields so that leads and inquiries flow into the client's existing CRM or spreadsheet automatically.

5. 05

   Deploy the agent to the client's website

   Use the Deploy option to generate the embed code or set up the custom domain. Install the widget on the client's site and verify it loads with the correct branding and responds to test queries.

6. 06

   Enable per-client billing and usage tracking

   In the Client Management settings, activate per-client billing for this workspace. Set usage alerts so you can monitor AI consumption and avoid overage surprises on the Studio Pro plan's $100 monthly AI usage allowance.

7. 07

   Hand off to the client with a walkthrough

   Schedule a demo session to show the client how to view chat logs and update responses. Provide them with access to the client-facing dashboard, if available, and document the maintenance routine for monthly updates.