> ## 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.

# Managing Clients (Sub-Accounts)

> Add, monitor, and manage client businesses from the agency portal — invites, impersonation, health scores, and bulk actions.

## Client List Page

Navigate to **Agency Portal > Clients** to see all your sub-accounts. The page includes:

* **Search bar** — find clients by name, email, or phone number
* **Status tabs** — filter by All, Active, Suspended, or Pending
* **Health score badges** — color-coded indicators showing each client's operational health
* **Download Report** — export a PDF with calls, leads, and revenue per client

<Info>Client health scores update daily at 2:00 AM ET. See [Analytics & Health Scores](/agency/analytics-health) for how they are calculated.</Info>

***

## Adding a New Client

<Steps>
  <Step title="Click 'Add Client'">
    Open the Add Client dialog from the top-right of the Clients page.
  </Step>

  <Step title="Fill in client details">
    Enter the following:

    * **Email** — the client's login email
    * **Business name** — displayed in their dashboard
    * **Trade/Industry** — selects the right AI template (plumber, salon, etc.)
    * **Phone number** — their existing business phone
    * **Plan** — which plan to assign the client
    * **Send invite email** — toggle on to email credentials automatically
  </Step>

  <Step title="Copy temporary credentials">
    After creation, you will see a dialog with the client's temporary username and password. Use the **copy buttons** to grab these — they are only shown once.
  </Step>

  <Step title="Begin onboarding (optional)">
    Click **Onboard Client** to walk through the [5-step onboarding wizard](/agency/client-onboarding) for this client.
  </Step>
</Steps>

<Warning>Temporary credentials are displayed **once** after creation. If you miss them, use **Resend Invite** to send a new set via email.</Warning>

***

## Per-Client Actions

Click the three-dot menu on any client row to access these actions:

| Action            | What It Does                                                             |
| ----------------- | ------------------------------------------------------------------------ |
| **View Details**  | Opens the client's full profile — business info, AI config, calls, leads |
| **Impersonate**   | Logs you into the client's dashboard as them (opens in new tab)          |
| **Resend Invite** | Sends fresh login credentials to the client's email                      |
| **Onboard**       | Opens the 5-step onboarding wizard for this client                       |
| **Go Live**       | Activates the client — billing starts, calls begin                       |
| **Suspend**       | Temporarily disables the client's AI receptionist                        |
| **Activate**      | Re-enables a suspended client                                            |
| **Remove**        | Permanently deletes the client sub-account                               |

<Tip>**Impersonation** is your most powerful tool. It lets you configure the client's AI, knowledge base, phone, and settings as if you were logged into their account — without needing their password.</Tip>

***

## Bulk Actions

Select multiple clients using the checkboxes on the left side of the table, then use the bulk action bar that appears at the top:

* **Suspend Selected** — disable AI for all selected clients
* **Activate Selected** — re-enable all selected clients

<Info>Bulk remove is intentionally not available to prevent accidental mass deletion.</Info>

***

## Health Score Badges

Each client displays a health badge based on their operational metrics:

| Badge        | Score Range | Meaning                                                |
| ------------ | ----------- | ------------------------------------------------------ |
| **Thriving** | 80–100      | Client is active, converting leads, AI performing well |
| **Healthy**  | 60–79       | Performing well, minor areas for improvement           |
| **At Risk**  | 40–59       | Declining activity — needs attention                   |
| **Critical** | 0–39        | Inactive or misconfigured — immediate action needed    |

Health scores are calculated from 6 factors: call volume, lead conversion, knowledge base quality, account activity, response rate, and recent usage. See [Analytics & Health Scores](/agency/analytics-health) for the full breakdown.

***

## What "Go Live" Means

When you click **Go Live** on a client:

1. The client's AI receptionist starts answering calls
2. The client's AI becomes fully operational
3. The client gets full dashboard access
4. Their phone number becomes active

<Warning>**Go Live is irreversible.** You cannot "un-live" a client — you can only suspend them, which stops calls but does not reverse any charges.</Warning>

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