Client access
Manage what you want your clients to see in their dashboard.
Last updated 9 months ago
Overview
ChatDash allows you to take over full control on what your clients can see and do within their client dashboard. You can manage client access by turning on/off specific features and settings for each agent assigned to a client. (This means that you can give different access levels to each agent assigned to a client if they have multiple agents!)
Managing Client Access
Login as an agency user in ChatDash.
Go to the Clients tab in the ChatDash dashboard.
Find the Client you want to manage access for and click on it.
Click on Client Access tab.
You can switch the agent in the dropdown menu.
Toggle the switches to turn on/off the features and settings you want to give access to the client.
Shared Client Menus
Analytics: Allow the client to view analytics data.
Conversations: Allow the client to view conversation data.
Knowledge Base (KB): Some platforms require KB ID when creating a chatbot for clients to see the knowledge base in their dashboard. See what platforms require KB Ids.
Topics
Agent Settings: Allow clients to customize their agent’s setting (same page in agency dashboard).
Platform Specific Menus
Retell & Vapi:
OpenAI
FAQs
Can I give different access levels to each agent assigned to a client?
Can I give different access levels to each agent assigned to a client?
Yes, you can give different access levels to each agent assigned to a client.
Can I change access to a client dashboard?
Can I change access to a client dashboard?
Yes, you can change access to a client dashboard at any time.
Can I give access to a client for a specific feature only?
Can I give access to a client for a specific feature only?
Yes, you can give access to a client for a specific feature only by turning on the switch for that feature.
Was this helpful?
Still need help? Ask the team