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Agency White-Label

Manage multiple client accounts under your own brand

Plan requirement: The Agency dashboard is available on the Agency plan only. Users on lower plans will see an upgrade prompt.

Sub-Accounts

Create and manage client sub-accounts from the Agency dashboard. Each sub-account is a fully isolated tenant with its own contacts, campaigns, and settings.

Steps:

  1. Navigate to /agency to see all sub-accounts
  2. Click 'Create Account' to provision a new client
  3. Set client name, email, and initial plan
  4. The client receives login credentials automatically

White-Label Branding

Customize the platform appearance for your clients. Upload your logo, set brand colors, configure a custom domain, and remove BeeCastly branding.

Steps:

  1. Go to /agency/branding
  2. Upload your agency logo (light + dark variants)
  3. Set primary and accent colors
  4. Configure custom domain (CNAME setup instructions provided)
  5. Toggle 'Remove BeeCastly branding' to hide platform attribution

Configuration Snapshots

Save a complete account configuration as a reusable snapshot. Deploy it to new clients in one click — including bot flows, templates, settings, and automations.

Steps:

  1. Open /agency/snapshots
  2. Click 'Create Snapshot' from an existing sub-account
  3. Choose which components to include (bots, templates, workflows, settings)
  4. Name and save the snapshot
  5. Apply the snapshot when creating new sub-accounts

Team & Roles

Invite team members with granular role-based access. Define who can access which sub-accounts and what actions they can perform.

Steps:

  1. Go to /agency/team
  2. Click 'Invite Member'
  3. Assign a role: Admin, Manager, or Agent
  4. Restrict access to specific sub-accounts if needed

Billing & Margins

Track costs per client, set markup margins, and generate invoices. See monthly revenue, costs, and profit at a glance.

Steps:

  1. Open /agency/billing
  2. View cost breakdown per sub-account
  3. Set margin percentages per client or globally
  4. Export billing data for invoicing

Reports

Cross-tenant analytics showing message volume, AI usage, engagement rates, and health scores for all clients in one view.

Steps:

  1. Visit /agency/reports for an overview dashboard
  2. Filter by date range, client, or metric
  3. Export reports as PDF or CSV
  4. Schedule automated weekly reports

Settings

Global agency settings including default onboarding flows, API keys, webhook configuration, and notification preferences.

Steps:

  1. Go to /agency/settings
  2. Configure default settings for new sub-accounts
  3. Set up webhook endpoints for account events
  4. Manage API keys for programmatic access

Ready to start your agency?

Upgrade to the Agency plan to unlock all white-label features.

View pricing