Use these workflows to turn the business and agency product overviews into a working Chatwith setup.
For a business support team
- Create an agent and add approved knowledge sources.
- Configure the model, instructions, guardrails, and fallback response.
- Add lead capture, escalation, notifications, and only the skills your support workflow needs.
- Test common and high-risk requests in Playground.
- Publish on the website and any other channels customers use.
For an agency
- Create a separate agent for each client so knowledge, leads, conversations, and permissions stay isolated.
- Apply your white-label domain and dashboard branding across owned agents.
- Use widget variants when one client needs different entry experiences without duplicate bots.
- Invite client stakeholders with the least-privileged role they need.
- Use Leads and Conversations to demonstrate outcomes.
Plan before launch
- Estimate message-credit use with the selected model multiplier.
- Confirm the plan includes every required channel, model, action, notification, and white-label permission.
- Document who owns connected-service credentials and responds to escalations.
- Review knowledge freshness and visitor feedback regularly.