Restaurant
Menu, opening hours and location
“Do you have vegetarian options?”
Answers from the restaurant’s approved menu.
Human handoff
A group reservation request goes to the restaurant team.
One agency, three clients
How to organize AI agents, knowledge and conversations for several businesses under your agency’s brand.
Practical walkthrough with example businessesYour agencyOne brand · Centralized management
Shop
Size guide, shipping and returns
“How can I exchange a size?”
Explains that shop’s exchange policy.
Human handoff
A question about a specific order goes to the shop’s team.
School
Courses, schedules and requirements
“What do I need to start the course?”
Shares the requirements published by the school.
Human handoff
Enrollment and payment questions go to admissions.
Each client has its own agents, knowledge, channels and conversations. This diagram illustrates the service setup.
From the first client to a repeatable operation
Configure and validate one business first. Then repeat the structure with each client’s information and team.
- 1
Create one subaccount per business
Prepare three workspaces from your agency account. Assign each client’s name, branding, users and portal. The restaurant does not need to enter the school’s conversations to handle its own.
- 2
Give each agent its own information
Add each business’s documents to its workspace and write specific instructions: what it may answer, what it should ask and when to involve a person. Do not copy menus, policies or prices between clients.
- 3
Connect the channel and test it first
Connect the client’s WhatsApp through Meta’s official API setup. Complete the account’s permissions and requirements. Rehearse a known question, an ambiguous one and a request the agent cannot resolve. Instagram and Facebook Messenger can be connected as additional channels.
- 4
Handle exceptions from the inbox
Assign the conversation to the right team. A person takes control, replies and returns control to AI when appropriate. Test this handoff with the client before the agent starts handling incoming questions.
What to review before adding another client
Check access, answers and handoffs with each business. Review actual usage before quoting maintenance. The three clients in this walkthrough fit within Launch, which includes up to five accounts; model and channel usage is billed separately.