Create and configure a sub account

Add a sub account

From the fleet, create a new sub account by entering the client establishment's information. The sub account is immediately available in your fleet.

Choose the sector

On creation, you define the client's line of business. This choice adapts the offered configuration. If needed, you can reset a sub account's sector to start from a clean base.

Set up the client

Once the sub account is created, fill in its settings, its services, its knowledge base and its approvals. You then configure its assistants, described in a dedicated article.

Delete a sub account

You can schedule the deletion of a sub account, then undo it as long as it is not effective. This safeguard avoids accidental deletions.