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Overview

Your workspace is the top-level container for all your AI operations in Assistable. From the Agency Dashboard, you manage sub-accounts, billing, branding, user access, and more. This guide covers the essential steps to get your workspace fully configured.

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What You Can Do From the Agency Dashboard

White Labeling

Brand your portal with custom domain and logo

Sub-Account Management

Create and manage client sub-accounts

Rebilling

Set up automated client billing

Snapshots

Template new sub-accounts automatically

User Management

Add team members and client users

Billing Portal

Manage subscriptions and wallet

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Getting Started

1

Connect Your GoHighLevel Account

Link your GHL workspace to Assistable via OAuth or direct connection. See Getting Started for detailed instructions.
2

Import Sub-Accounts

Click Import Installed to fetch all sub-accounts linked to your GHL connection. Select specific accounts or import all at once.
If you’re on a limited plan, avoid importing more than your plan allows — archive extras as needed.
3

Install Custom Menu Link

Copy your unique Custom Menu Link from the workspace and add it in GoHighLevel under Settings > Custom Menu. This embeds your AI Portal into every sub-account’s sidebar.
4

Configure Branding

Upload your logo, set brand colors, and configure your white-label domain so everything looks like your brand.
5

Set Up Billing

Connect Stripe for rebilling, configure your agency wallet, and set pricing for voice minutes.
6

Create Agency Snapshot

Set up a snapshot to automatically configure new sub-accounts with default features, assistants, and billing settings.
The custom menu link makes your AI Portal appear as a sidebar item in every GoHighLevel sub-account:
  1. In your workspace, click Custom Menu Link and copy the URL
  2. In GoHighLevel Agency View, go to Settings > Custom Menu > Create
  3. Paste the URL (leave variables untouched — they auto-configure per sub-account)
  4. Set it as an iframe, name it (e.g., “AI Portal”), and enable for all sub-accounts
  5. Enable microphone access for voice testing via the embedded Voice Lab
New sub-accounts automatically sync via OAuth and display the AI Portal based on your custom menu link configuration.

Branding

Update logos and colors

Permissions

Control sub-account navigation visibility

Restrictions

Restrict sub-account access

Subaccount Limits

Set usage limits per sub-account