Updated September 4, 2024 4:43 PM (GMT-5)

Whitelabeling in ZappyChat allows you to extend the platform’s capabilities to your clients by creating a separate, branded environment where they can integrate their own GoHighLevel (GHL) accounts. The Customer Management option, available exclusively for clients with the whitelabel feature enabled, creates independent access for customers and allows them to connect their own GHL agency or locations. This feature provides enhanced autonomy while maintaining the core functionality of ZappyChat, empowering customers to manage their operations while leveraging ZappyChat's powerful AI features.

Introduction

ZappyChat’s Customer Management system is specifically designed for whitelabel environments. It enables your clients to integrate their GHL accounts and create a custom ZappyChat environment that works within their own ecosystem. This article guides you through the process of managing customers, granting them access, and allowing them to create their own users.

What is the Customer Option in ZappyChat?

The Customer option in ZappyChat, available within the whitelabel environment, provides your clients with a completely independent setup, separate from your main agency’s account. This option allows them to create their own ZappyChat workspace, where they can:

1. Have their own page for managing bots:
   • Customers will have a dedicated interface to create, edit, and manage their bots independently from your agency's account. This gives them full control over how they use AI-powered chat interactions within their own GHL setup.
2. Integrate their own GHL accounts:
   • Customers can connect their own GoHighLevel (GHL) agency or location directly to their ZappyChat environment through the V2 Integration. Instead of manually entering API keys, they simply log in to their GHL account when prompted, and the integration happens seamlessly.
3. Create and manage their own users:
   • Customers are able to create their own user accounts and assign them to specific roles and locations. Just like your agency's main account, this allows them to have control over who can access different bots and GHL data within their environment.

By providing customers with these tools, ZappyChat ensures that they have the autonomy to manage their own AI-powered interactions while keeping their operations completely independent from your agency's ZappyChat instance.

Setting Up a Customer Account

To create a new customer account, follow the simplified steps below:

Steps to Create a New Customer Account:

1. Log In: Access your ZappyChat whitelabel admin account.

2. Navigate to the Customer Management Section:

   • From the main dashboard, select the "Manage Customers" option under the whitelabel settings.