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Clients & Subaccounts
Getting Started
How to choose your Lety plan and activate your account
The recommended order to set up your agency
Agency Setup & White Label
How to connect your own domain
How to set your brand colors, login image and link preview
How to manage your profile, password and two-step verification
How to invite and manage your team members
How to use your own OpenAI and Anthropic keys and your subaccount API key
How to set the price your clients pay for marketplace tools
How to sell extra agents to your clients
Agents
How to create a new agent
How to write your agent's prompt
How to edit your agent's prompt with the Brief
How to train your agent with a Knowledge Base
How to choose what contact data your agent captures
How to connect WhatsApp, Instagram and Facebook to your agent
How to test your agent before you publish it
How to publish or unpublish your agent
How to configure your agent's model and behavior
How to connect your agent to other systems with an HTTP tool
How to connect your agent to apps with MCP integrations
How to group tools in a toolkit and assign it to your agents
How to add your agent's chat widget to a website
How to schedule automations for your agent
How to manage and delete your agents
How to organize your contacts with funnels
Contacts & Conversations
How to find and manage your contacts
How to take over a conversation and reply manually
How to review your conversations in the Inbox
What to do when your agent couldn't reply
Plans & Billing
How to create a subscription plan for your clients
How to manage your plans: edit, deactivate, delete and choose what each client sees
How to set your markup on AI usage
How to sell installations to your clients with a one-time or installment payment
How to manage your Lety subscription and payment method
How your wallet, invoices and transaction fees work
What to do when a payment fails
Clients & Subaccounts
What your clients see in their portal
Clients & Subaccounts
Create and manage your client subaccounts.
What your clients see in their portal
Learn what each client sees and can do in their account on your platform, and how to open it yourself with View Portal.