How to Manage Agency Clients in HitlChat

Invite a client

In the Invite Clients panel: “Invite your clients to create their HitlChat account. They will receive a branded registration link via email and be automatically linked to your agency.” Fill in:

• Client Email (required).
• First Name and Last Name (optional).

Click Send Invite. You’ll see “Client invitation sent successfully.” If the person already has an active HitlChat account, a consent email is sent instead — the link activates once they approve.

Your Clients & what each status means

The Your Clients table lists everyone you’ve invited, with their Email, an API Key copy button, a User Login status, and (for active clients) their Trial Status, Subscription and Plan. The login statuses are:

• Pending — invited; waiting for the client to register.
• Awaiting Consent — the client already had an account; waiting for them to approve the link.
• Active — linked and ready; you can now log in as them.
• Revoked — the link has been removed.

Manage, resend or revoke a client

• Manage (active clients) — click Manage (“Log in as this client”) to open the “Manage Client Account” prompt, then Log in as Client. You get full access to their account — set up their Botpress/Voiceflow connection, build templates, send broadcasts, configure handoff — then return via the “Back to Agency” option in the top-right menu.
• Resend — for pending / awaiting-consent clients, resend the invitation email.
• API Key — copy a client’s API key for programmatic access.
• Revoke (trash icon) — opens “Confirm Revoke”. This removes the link between your agency and their account, but does not delete their HitlChat account.

Brand your clients’ login page

The Agency Branding panel lets you “customise the login and registration pages that your clients see”:

• Agency Name — shown on the branded pages.
• Agency Logo — Upload Logo (PNG, JPG, SVG or WebP, up to 2 MB); Remove Logo to clear it.
• Brand Colour — pick a colour or enter a hex value.
• Branded Login Link — “Share your own branded login page with your clients.” Copy this link and send it to clients so they sign in on your-branded page.

Click Save Branding to apply. (Uploading or removing a logo only takes effect once you save.)

Client invoices & commission

The Client Invoices table shows each client’s billing at a glance — Plan, Plan Status, Frequency, Invoice Date, Invoice Status and Amount.

If your agency earns commission, you’ll also see Comm Amount and Comm Status columns, an unpaid-commission badge, a Comm Status filter, and Mark Paid / Mark All as Paid controls to reconcile what’s been settled.