Yes. Create an Agent per client in your workspace, train it on that client’s knowledge, and publish it to the approved website. Plans include one Agent; Extra Agent add-ons are available on paid plans.
FOR AGENCIES
AI Support Agents for Agencies
Create separate Agents for client businesses, train each one on the correct knowledge, customize the visitor experience, and publish them to client websites from an organized workspace.
Guided setup · No credit card required · 7-day free trial
app.assistrio.com · Acme · Workspace
Overview
Agencies need a repeatable way to deliver website chat for clients — each Agent trained on that client’s knowledge, branded for that site, and managed from one Assistrio workspace.
This page focuses on multi-client Agent setup, publishing, and review. It is not a generic customer-support category page, and Assistrio does not include a client portal or reseller billing system.
Guided setup · No credit card required · 7-day free trial
- Configure identity, welcome message, and appearance in Agent Setup, Branding & Customization.
- Keep each client’s knowledge separate in Knowledge Base & Training.
- Publish to client sites through the Website Chat Widget.
- Collect visitor details for each client with Lead Capture.
- Organize agency work in Workspace Management.
- Invite teammates with Team Permissions.
- Review chats by Agent in Manage Conversations.
Create an Agent for Each Client
Each Agent can have its own business knowledge so client content stays separate. Plans include one Agent; paid workspaces can add Extra Agent add-ons when you need more client deployments. Assistrio does not offer unlimited Agents.
Train Agents on Client Knowledge
Train each Agent on files, Q&A, snippets, and datasheets that belong to that client — service descriptions, product information, FAQs, onboarding instructions, policies, and qualification criteria intended for public visitors.
- Manage sources in Knowledge Base & Training.
Customize the Client-Facing Experience
Align each Agent with the client site using agent identity, welcome message, suggested questions, quick links, launcher appearance, position, and branding controls.
Remove Assistrio Branding is available as an add-on on Starter and included with Pro. Assistrio is not a full white-label reseller platform — customer-facing surfaces still follow Assistrio product capabilities.
- See customization options in Agent Setup, Branding & Customization.
- For branding and Extra Agent options, See plans and add-ons.
Guided setup · No credit card required · 7-day free trial
Publish Agents to Client Websites
Publish through the Website Chat Widget and configure allowed websites so each client site can run its Agent on desktop and mobile. Keep install details on the widget and security feature pages.
- Embedding and visitor UI: Website Chat Widget.
- Approved origins: Security and Allowed Websites.
Capture Leads for Client Businesses
Configure Lead Capture per Agent with built-in fields (name, email, company, phone) and custom fields when a client process needs more context. Captured leads stay connected to conversation history in the workspace. Assistrio does not sync leads to a CRM automatically.
- Configure fields in Lead Capture.
Organize Agency Work
Use Workspace Management and Team Permissions to keep client Agents organized. Review conversations and leads per Agent, and use Advanced Analytics & Exports where your plan includes deeper history and exports.
Assistrio does not include client subaccounts, agency reseller billing, or a client portal.
- Start with Workspace Management.
- Invite teammates under Team Permissions.
- Review chats in Manage Conversations.
- Inspect trends with Advanced Analytics & Exports.
Grow With Additional Agents
Each plan includes one Agent. On paid plans, purchase Extra Agent add-ons when you need separate client deployments. Avoid assuming Extra Agents are available on the Free trial plan.
- Compare options on See plans and add-ons.
Practical Agency Workflow
A typical client launch follows the same Assistrio path you use for any Agent — keep client knowledge and allowed websites scoped to that deployment.
- Create an Agent for a client.
- Add the client’s business knowledge.
- Configure branding and visitor prompts.
- Add the approved client website.
- Test the Agent in Playground & Preview.
- Publish the Website Chat Widget.
- Review conversations and leads in the workspace.
- For the product setup overview, See how Assistrio works.
Example conversation
Illustrative example — not a real customer transcript. Each Agent answers only from the client knowledge you train for that deployment.
- Visitor: What is included in your brand’s monthly retainer?
- Agent: Based on this brand’s published service information, the monthly retainer covers the listed deliverables on the services page. Which service area are you evaluating?
- Visitor: Website support and content updates. Can someone contact me?
- Agent: Yes. I can collect your name, email, and company so the agency team can review this conversation and follow up.
Frequently asked questions
Launch client Agents from one workspace
Create client-specific Agents, train each on the right knowledge, publish to approved websites, and review conversations as your agency grows.
Guided setup · No credit card required · 7-day free trial