Setting Up an Agency

Modified on Wed, 31 Jul at 7:21 PM

Insighto.ai makes it easy to set up your own agency, offering a powerful platform to manage AI services and customer interactions. With Insighto.ai, you can create a branded experience, customize your tools, and handle billing effortlessly. Here are the top features of setting up an agency:

Brand Customization: Tailor your dashboard's look and feel to match your brand.
Data Security: Use BYOK (Bring Your Own Key) to secure your data with your own encryption keys.
Automated Billing: Integrate with Stripe for easy client subscriptions and payments.
Enhanced Professionalism: Use custom domains for your app, API, and chatbot to present a polished image.
Scalability: Easily onboard and manage multiple clients, scaling your services as needed.

This guide provides an overview of the steps to set up your agency on Insighto.ai, with links to detailed guides for each step.

Steps to Set Up Your Agency

1. Set Up the BYOK (Bring Your Own Key)

BYOK allows you to use your own encryption keys to protect your data on Insighto.ai. This ensures that you have full control over your data's security.

Here is our detailed guide on setting up BYOK [Link].

2. Set Up the Domains

Setting up custom domains is essential for a professional appearance. You need to configure three domains: App domain, API domain, and Chatbot domain.

Steps:

Log in to your Insighto.ai dashboard.
Navigate to the Agency section and click on the Domain tab.

Enter your custom domains and configure DNS settings.

Here is our detailed guide on setting up the domain [Link].

3. Set Up Branding

Customize your agency’s dashboard by setting a name, uploading your company logo, and choosing a color preset.

Steps:

Create your desired name for your agency.
Upload your company logo in the Brand Settings tab.
Select and apply a color preset.
Link all your social media handles.
Configure SMTP settings to send emails through your agency’s branded email address.

Here is our detailed guide on setting up custom branding [Link].

4. Set Up Stripe and Billing Plans

Integrating Stripe and creating billing plans allows you to manage client subscriptions and payments seamlessly.

Steps:

Create a Stripe account and generate your API key.
Integrate Stripe with Insighto.ai.
Create and manage billing plans, including Regular, Add-ons, and Hidden plans.

Here is our detailed guide on setting up Stripe and billing plans [Link].

5. Start Onboarding Customers Through Your Domain

Once everything is set up, you can begin onboarding customers through your custom domain.

You can access details about the onboarded customers by clicking on the Sub Account tab.

By following the steps outlined in this master guide, you can successfully set up your Insighto.ai agency.

If you encounter any issues or need further assistance, feel free to contact our support team.