Create a Client

A reseller adds each business they serve as its own client organisation, keeping every client's agents, calls, and users separate from the others.

(No product screenshot is available for the client creation form yet — described at a concept level rather than illustrated.)

What a new client needs

• An organisation name, so you and the client can identify it
• A retail rate, if per-minute pricing is configured for that client — see Wallet
• An initial credit transfer, if the client needs to start with a working balance — see Credit Transfer

After creating a client

Once a client organisation exists, you can assign agents to it and, if needed, lock those agents so the client can use them without changing their configuration — see Assign Agents and Locked Agents.

Next

• Client Organisations
• Assign Agents
• Credit Transfer