How do I create a Client Account?

This guide provides step-by-step instructions on setting up a client account in the Agency panel.

Step 1: Navigate to the Agency Panel and Add a New Client

Step 2: Enter a Name for the New Client and select a Voice Provider (e.g., VAPI or RETELL). 

Step 3: Enter API Keys: Provide the Private Key.


Step 4: Sync Resources like AI Agents and Knowledgebase.


Step 5: Under Trial Settings, Set Trial Days and Trial Minutes.

Step 6: Tap complete. Now, your Client account is ready.


 

Refer To:

1. VAPI: Steps to Generate API Key

2. Retell: Steps to Generate API Key

3. Bland: Steps to Generate API Key


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