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Onboard Your First Client

Walk through onboarding a client as a reseller.
Time: ~20 minutes
Difficulty: Intermediate
Prerequisites: RESELLER account

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What You’ll Accomplish

  • Create a managed account for your client
  • Allocate minutes
  • Invite the client user
  • Help them create their first agent
1

Create Managed Account

Reseller Portal → Add ClientEnter:
  • Client company name
  • Primary contact email
  • Initial minute allocation (start with 100-500)
2

Invite Client User

In the new account → Settings → Invite UserEnter the client’s email. They’ll receive an invitation.
3

Schedule Onboarding Call

Reach out to your client:
“Your Agntic account is ready! Let’s schedule a 15-minute call so I can walk you through creating your first AI agent.”
4

Guide Agent Creation

On the call:
  1. Have them log in
  2. Click Recruit Agent together
  3. Help them answer Tenma’s questions
  4. Wait for agent approval
5

Add Channel Together

Help them:
  1. Add a phone number
  2. Test with a call
  3. Confirm it works
6

Set Expectations

Explain:
  • How usage is tracked
  • How to contact you for support
  • When you’ll check in next

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Client Communication Templates

Subject: Your Agntic account is ready!

Hi [Name],

Great news – your AI voice agent account is set up and ready to go.

I've allocated [X] minutes to get you started. Let's schedule a quick 
15-minute call so I can walk you through creating your first agent.

[Calendar link]

Looking forward to it!

Subject: How's your AI agent doing?

Hi [Name],

Just checking in! Your agent has been live for a week now.

Quick stats:
- Calls handled: [X]
- Minutes used: [X]

Any questions or adjustments needed? Happy to help.

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What’s Next?

Client Billing

Set up billing for your clients

Export Reports

Generate billing reports