Clients

Hello there!

I’m excited to guide you through one of Insight Goat AI's fantastic features: managing your clients using our intuitive interface! 😊

At Insight Goat AI, we recognize how essential it is for you to efficiently organize and manage your clients. That’s why we created the Clients section—a one-stop hub for all your client management needs, designed to make your life easier!

Accessing Your Clients

After logging into Insight Goat AI, you’ll find all your clients who have signed up under your whitelabel in the Clients section.

Not only can you view your clients, but you can also manage them with ease.

Changing Client Plans

Need to change a client’s plan? It’s a breeze! Simply click on the plan label.

A dropdown menu will display all available plans, including any custom plans you’ve created. Choose the best fit for your client, and you’re all set!

Removing a Client

If you ever need to remove a client from your list, it’s incredibly straightforward. Just click the Bin icon next to the client you wish to delete.

Sending Invitation Links

Finally, if you want a client to sign up for a specific plan, like the Whitelabel PRO, you can use our unique invitation link feature! Click on New Invitation Link, select the desired plan, and hit Create.

Voila! You’ll have a customized link for your client to sign up for the Whitelabel PRO plan directly!

And that’s our Clients feature! We hope it brings you the ease and efficiency we envisioned.

As always, if you have any questions or need assistance, we’re just a click away.

Feel free to email us at [e-mail], and we’ll be happy to help!

Happy client managing! 😊