Agency & White-Label
Manage many sub-accounts and resell under your brand.
Overview
The agency layer: manage many sub-accounts (locations/clients) from one dashboard, push templates and snapshots, white-label the platform with your domain and branding, and resell with SaaS mode and rebilling.
What it's for
Run a multi-client business and resell the platform as your own.
Capabilities
Sub-account management
Create and manage many client sub-accounts from the agency view.
Snapshots
Clone a fully-configured sub-account (pages, workflows, fields) into new accounts.
White-label
Custom domain, branding, and login screen.
SaaS mode
Resell sub-accounts with plans, billing, and onboarding.
Rebilling
Mark up SMS/email/usage costs to clients.
Template push
Push workflow templates and assets to many accounts at once.
Use cases
Onboard a new client
Create a sub-account from a snapshot so it launches pre-configured with your standard workflows and pages.
Resell as SaaS
Enable SaaS mode, set plans and pricing, and let clients self-serve sign-up under your brand.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a snapshot for [industry] clients: which workflows, pages, custom fields, and templates to include and what to leave customizable.Plan a SaaS-mode offering: plans, pricing, rebilling markup, onboarding flow, and the snapshot to deploy per plan.Integrations & connections
- Snapshots clone workflows, pages, fields, and templates
- SaaS mode handles client billing
- Template push deploys to many sub-accounts
Gotchas & limits
Things an AI should not assume about this feature.