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Quick Start: Agencies & Resellers

Set up your reseller account and onboard your first client.
Time required: ~15 minutes
Account type: RESELLER (agency managing clients)

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What You’ll Accomplish

By the end of this guide, you’ll have:
  • Set up your reseller account
  • Created a managed account for a client
  • Allocated minutes to the client
  • Helped them create their first agent
1

Request Reseller Access

If you don’t already have a reseller account, contact us at sales@agntic.ai to upgrade.Reseller accounts include:
  • Client (managed account) management
  • Minute allocation and pooling
  • Usage reporting and billing exports
  • Volume pricing
Existing DIRECT accounts can be upgraded to RESELLER.
2

Access the Reseller Portal

From your dashboard, click Reseller Portal in the navigation.The portal shows:
  • All your managed accounts
  • Total minute usage across clients
  • Billing summaries
3

Create a Managed Account

Click Add Client and enter:
  • Client company name
  • Primary contact email
  • Initial minute allocation
The client receives an invitation email to join their account.
Start with a small allocation (100-500 minutes) and adjust as needed.
4

Invite Client Users

In the managed account settings, click Invite User.Enter their email address. They’ll receive an invitation to create their login.Managed account users can:
  • Create and manage agents
  • View usage (but not billing)
  • Contact you for support
5

Help Client Create First Agent

Guide your client through the agent creation process:
  1. They log in and click Recruit Agent
  2. They complete the Tenma interview
  3. You help them add channels
Consider offering a brief onboarding call to walk them through.

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Managing Client Billing

You purchase minutes in bulk. Allocate portions to each client. Usage deducts from their allocation, not your pool.
Go to Reseller Portal → Billing → Export to download CSV or PDF reports for invoicing your clients.
You can increase or decrease a client’s allocation at any time from their account settings.

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What’s Next?

Reseller Portal Guide

Full walkthrough of reseller features

Client Billing

Set up billing for your clients