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Overview

Agency Snapshots let you define a template that’s automatically applied to every new sub-account. This includes feature access, usage limits, rebilling settings, and even pre-built AI assistants — ensuring consistent onboarding and saving hours of manual setup.

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What Snapshots Configure

  • Feature access — Toggle which features new sub-accounts can see
  • Usage limits — Max assistants, messages, phone numbers
  • Rebilling — Auto-enable rebilling with preset voice minute pricing
  • Assistant templates — Clone pre-built assistants into new accounts
  • Admin lock — Optionally lock new accounts with a password

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Setting Up a Snapshot

1

Go to the Agency Tab

Click the Agency tab in your main dashboard.
2

Configure Feature Access

Under New Accounts Have a Snapshot, toggle ON features you want new sub-accounts to have. Toggle OFF features you want to hide from clients (admins still see everything).
3

Set Usage Limits

Define limits for max assistants, max messages, etc. — or leave them as unlimited.
4

Enable Rebilling

Turn on rebilling and set your per-minute rate (e.g., 0.10/minutewhenyourcostis0.10/minute when your cost is 0.07).
5

Add Assistant Snapshots

  1. Go to a sub-account with a well-built assistant
  2. Copy its Assistant Snapshot ID
  3. Return to agency settings and paste it into the Assistant Snapshot field
  4. Click Add — this assistant will auto-clone into all new sub-accounts
6

Enable Admin Lock (Optional)

Set an admin password to lock new sub-accounts. The account is inaccessible without the correct password — even inspecting the page source won’t expose content.

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Testing Your Snapshot

Create a new sub-account to verify:
  • Rebilling prompt appears (if enabled)
  • Pre-selected features are enabled/hidden correctly
  • Pre-added assistants are visible and ready to use
  • Admin lock works as expected

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FAQs

No. Admins always see everything. Hiding only affects client visibility.
Yes. Changes apply to new accounts going forward (existing accounts are not affected).
Yes. Once added via snapshot ID, the assistant is cloned into every new sub-account automatically.

Sub-Account Management

Manage existing sub-accounts

Rebilling

Configure client billing

Permissions

Control feature visibility

Workspace Setup

Complete workspace configuration