Client Management

The Telezen Dashboard is designed to be a multi-tenant platform. As an agency owner, you can onboard multiple clients, each with their own isolated data, agents, and analytics.

This guide covers how to add clients to your agency, assign AI agents, and configure custom API keys for them.

Adding a New Client

To onboard a new client to your agency:

1. Log in to your Telezen Dashboard as an agency administrator.
2. Navigate to Clients > Add Client.
3. Fill out the client's information, including whether they are a person or company, their name, email address, and an initial password.
4. Click Create Client.

Once created, a portal user account is generated for them, and they can log in to their new, branded portal. They will only see the agents and analytics associated with their account.

Managing Custom API Keys for Clients

By default, clients use your agency's organization-level VAPI or Retell API keys. Some clients may require their own custom API keys to integrate their voice agents with their existing CRM, calendar, or internal tools. Telezen allows you to configure API key overrides on a per-client basis.

Adding a Client-Specific API Key

1. Go to the Clients section and select the specific client you want to manage.
2. Navigate to the API Key tab within the client's profile.
3. Click Add API Key under the specific provider (e.g., VAPI or Retell).
4. Provide a descriptive name for the key and paste the client's API key.
5. Click Save.

The client will now use their own API key for operations instead of the organization's default key.

Removing a Client API Key

If a client's API key is compromised or no longer needed, you can remove it at any time.

1. Go to the Clients section and select the client.
2. Navigate to the API Key tab.
3. Find the key you want to remove in the list.
4. Click the Remove Key button next to the key.
5. Confirm the action.

By managing API keys on a per-client basis, you ensure that each client's integrations remain secure and isolated from the rest of your agency's operations.

Assigning AI Agents to Clients

You can add an AI agent from your connected provider account (Vapi or Retell) to a specific client.

1. Go to the Clients section and select the client.
2. Navigate to the Agents tab.
3. Click Add Agent.
4. Select the provider (Vapi or Retell) and search for the specific agent you want to assign.
5. Click Add Agent.

Important Note: Adding an agent will automatically configure it with a Webhook URL for usage tracking and server messages for end-of-call reports. This ensures proper billing and analytics for your client.

Client Billing

Once you have set up Stripe Connect in your agency settings, you can manage subscriptions and billing for your clients.

1. Go to the Clients section and select the client.
2. Navigate to the Billing tab.
3. View the client's current subscription, pricing model, and billing status.