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Background & Purpose

Setting up an agency-level snapshot that applies default settings, feature access, assistant templates, and rebilling to every new sub-account. It also explains how to lock sub-accounts using an admin password for added security. This setup ensures consistency, speeds up onboarding, and gives agencies full control over what new accounts see and can use.

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Step-by-Step Process

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1. Go to the Agency Tab

  • Click on the Agency tab in the main dashboard

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2. Configure Feature Access

  • Under New Accounts Have a Snapshot, toggle ON all features you want new sub-accounts to have
  • To hide features from clients (e.g., call center, widgets), toggle OFF their visibility
Note: Admins will still see hidden features.

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3. Set Usage Limits

  • Define limits for:
    • Max Assistants
    • Max Messages
  • Or leave them as unlimited

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4. Enable Rebilling

  • Turn on Rebilling for new sub-accounts
  • Set price per voice minute (e.g., 0.10),keepinginmindyourcostis0.10), keeping in mind your cost is 0.07/minute for margin calculation
  • Optionally include billing email branding via your credentials at recent.com

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5. Add Assistant Snapshots

  1. Go to a sub-account with a well-built assistant (e.g., landing page)
  2. Copy its Assistant Snapshot ID
  3. Return to the agency settings and paste it into the Assistant Snapshot field
  4. Click Add—this assistant will now auto-clone into all new sub-accounts

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6. Create a New Sub-Account (Test or Live)

  1. Go to the Manage Accounts section
  2. Create a new sub-account to test or deploy
  3. Once created:
    • Rebilling prompt will appear (if enabled)
    • Pre-selected features will be enabled or hidden
    • Pre-added assistants will be visible and ready to use

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7. Admin Lock the Account (Optional)

  1. From the Manage Accounts view, find the new sub-account
  2. Enable Admin Lock and set a password
  3. The sub-account is now inaccessible without the password
Security Note: Even source inspection (F12) won’t expose content.
To unlock:
  • Visit the account
  • Enter the correct admin password

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FAQs

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Q1: Will hiding features affect admin view?

A: No. Admins will still see everything. Hiding only affects client visibility.

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Q2: Can I update the snapshot later?

A: Yes, you can update features, assistants, and limits anytime. Changes will apply to new accounts going forward.

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Q3: Is assistant cloning automatic?

A: Yes. Once added via snapshot ID, the assistant is cloned into every new sub-account.

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Q4: What happens if the admin password is lost?

A: Only agency admins with access to the dashboard can reset or remove the admin lock.

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Key Benefits

  • ✅ Consistent onboarding with standardized feature sets
  • ✅ Automated assistant deployment via snapshot cloning
  • ✅ Flexible rebilling configuration with custom pricing
  • ✅ Enhanced security with admin password protection
  • ✅ Streamlined management of multiple sub-accounts
  • ✅ Customizable client experiences through feature visibility controls
  • ✅ Usage limit enforcement to manage resource consumption