> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closethecall.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Agency Getting Started

> Launch your white-label AI receptionist agency on CloseTheCall — brand it, price it, and resell it to your clients.

## What Is the Agency Portal?

The Agency Portal turns CloseTheCall into **your** product. You get a fully white-labeled AI receptionist platform that you resell to local businesses under your own brand. Your clients never see "CloseTheCall" — they see your logo, your colors, your domain.

This is built for digital marketing agencies, AI automation agencies, and MSPs who want to add recurring AI voice revenue without building the tech themselves.

**What you get:**

* Your own branded dashboard (logo, colors, domain)
* Client management with sub-accounts
* Per-client AI assistants with unique voices and knowledge bases
* Revenue tracking and client activity metrics
* Knowledge templates you can deploy across clients in seconds

***

## Agency Plans

<CardGroup cols={3}>
  <Card title="Starter" icon="seedling">
    **\$299/month**

    * Up to 10 clients
    * White-label branding
    * All voice AI features
    * Email support
  </Card>

  <Card title="Growth" icon="chart-line">
    **\$599/month**

    * Up to 25 clients
    * Custom domain
    * Knowledge templates
    * Priority support
  </Card>

  <Card title="Enterprise" icon="building">
    **\$999/month**

    * Unlimited clients
    * Custom domain
    * API access
    * Dedicated account manager
  </Card>
</CardGroup>

<Tip>Start with Starter and upgrade anytime from **Agency Settings > Billing**. Your client data carries over — no migration needed.</Tip>

***

## What You Need Before Starting

Before you begin the onboarding wizard, have these ready:

| Item                     | Where to Get It                                                      | Required? |
| ------------------------ | -------------------------------------------------------------------- | --------- |
| VAPI API key             | [dashboard.vapi.ai](https://dashboard.vapi.ai) → Settings → API Keys | Yes       |
| Payment method           | A credit or debit card for your agency subscription                  | Yes       |
| Logo (light + dark)      | PNG or SVG, at least 200x60px                                        | Yes       |
| Brand colors             | Hex codes for primary, secondary, accent                             | Yes       |
| Custom domain (optional) | A subdomain like `ai.youragency.com`                                 | No        |

***

## 5-Step Onboarding Wizard

When you first register as an agency, you will be guided through a 5-step setup wizard. You can also access it later from the sidebar if you skipped any steps.

<Steps>
  <Step title="Brand Your Agency">
    Upload your logo (light and dark versions), set your brand colors, choose a font family, and write a welcome message that clients see when they log in.
  </Step>

  <Step title="Choose Your Plan">
    Subscribe to Starter ($299/mo), Growth ($599/mo), or Enterprise (\$999/mo) based on how many clients you plan to onboard. Enter your payment details to activate your subscription.
  </Step>

  <Step title="Add Your First Client">
    Create a sub-account with the client's business name, email, trade/industry, and phone number. The system generates temporary login credentials you can share with them.
  </Step>

  <Step title="Assign an AI Assistant">
    Configure the client's AI receptionist — choose a voice, set the greeting, and either apply a knowledge template or build a custom knowledge base.
  </Step>

  <Step title="Go Live">
    Provision a phone number for the client, verify everything works with a test call, and activate the account. Billing starts when you click "Go Live."
  </Step>
</Steps>

<Warning>**"Go Live" starts billing immediately.** Make sure the client's AI assistant, phone number, and knowledge base are all configured before you activate.</Warning>

***

## Next Steps

<CardGroup cols={2}>
  <Card title="Managing Clients" icon="users" href="/agency/managing-clients">
    Add, configure, and monitor your client sub-accounts.
  </Card>

  <Card title="White-Label Branding" icon="palette" href="/agency/branding">
    Customize every pixel of your client-facing dashboard.
  </Card>

  <Card title="Billing & Revenue" icon="dollar-sign" href="/agency/billing-revenue">
    Manage your subscription and track client activity.
  </Card>

  <Card title="Knowledge Templates" icon="book" href="/agency/knowledge-templates">
    Deploy pre-built knowledge bases to clients in seconds.
  </Card>
</CardGroup>

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