Agency & reseller accounts

The Agency plan lets digital agencies, web studios, and resellers manage multiple client workspaces under one umbrella account — with consolidated billing, usage visibility across all clients, and optional white-labelling per client.

Available on: Agency plan ($599/mo).

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How it works

Your agency account is the parent. Each client gets their own sub-account (a separate workspace with its own chatbots, leads, knowledge base, and billing). You manage all sub-accounts from your Agency dashboard.

Agency Account (you)
├── Client A — Acme Plumbing
├── Client B — Koala Legal
└── Client C — Sunrise Cleaning

Each sub-account operates independently — clients log in to their own dashboard and cannot see other clients' data.

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Inviting a client

1. Go to Dashboard → Agency
2. Click Invite sub-account
3. Enter the client's email address
4. Optionally set a plan override (e.g. force them to Pro even if they don't pay separately)
5. Toggle White-label if this client should use your branding instead of Pivra's
6. Click Send invite

The client receives an email invitation. When they accept and sign up, their workspace appears in your Agency dashboard.

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Managing sub-accounts

From the Agency dashboard you can see for each client:

• Plan — their current subscription tier
• Messages — conversations used this month
• Chatbots — number of active bots
• Leads — leads captured all time
• Status — active or suspended

Click any client row to view their detailed overview.

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Plan overrides

You can set a plan override on any sub-account to give them a different feature set from what their subscription would normally allow. Useful when you want to give a client access to Pro features while billing them separately through your own invoicing.

To change: click the client → Edit → update Plan override → Save.

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Suspending a sub-account

Suspending a sub-account disables their chat widget and dashboard access immediately. Their data is preserved. Use this if a client churns or is overdue on payment.

1. Agency → find the client → Suspend
2. To re-activate: Unsuspend

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White-label per client

When white-label is enabled for a sub-account, that client's widget and dashboard show your agency's branding instead of Pivra's. Configure your agency branding in Settings → White-label.

Each sub-account can also have its own white-label settings if you want per-client custom domains or CSS — manage these from within the client's workspace.

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Agency KPIs

The top of your Agency dashboard shows consolidated metrics across all sub-accounts:

• Total sub-accounts
• Active this month — accounts with at least one conversation
• Total messages — sum across all clients
• Total leads
• Estimated monthly billing — sum of all active sub-account plan prices

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Billing

You are billed the Agency plan fee ($599/mo). Sub-accounts either:

• Subscribe independently via Stripe (their billing is separate)
• Are billed through you (you invoice the client directly, use plan overrides to grant access)

There is no automatic consolidated billing across sub-accounts at this stage — each sub-account has its own Stripe subscription if they pay directly.

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Frequently asked questions

Can a client upgrade their own plan? Yes, unless you set a plan override. If you want to control their plan, set an override and advise them to not upgrade directly.

Can clients see they are on a Pivra-powered platform? Only if white-label is not enabled. With white-label on, they see your agency branding throughout the widget and dashboard.

Is there a limit on how many sub-accounts I can have? The Agency plan supports up to 50 chatbots across all sub-accounts. Contact support@pivra.ai if you need a higher limit for your portfolio.

Can I transfer a sub-account to independent billing? Yes — remove the plan override and the client can subscribe directly via their own Billing settings.