White-Label AI Chatbots with Convocore | Tutorial
🧑💼 How to Use the Client Manager Tab in Convocore Agents | Quick Overview
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In this quick tutorial, we’ll walk you through the Client Manager tab in Convocore Agents — your centralized dashboard for managing client accounts, teams, and live agent interactions.
You’ll learn how to:
Add clients and manage their profiles
Invite and assign team members
Allow client teams to log in and manage their own dashboards
Seamlessly switch between AI and human support
Organize communication with tags
Perfect for agencies and teams who need scalable client and agent management in one streamlined interface.
⏱️ Timestamps:
0:00 – Intro
0:11 – Add Clients
0:35 – Add Team Members
2:03 – Client Team Member Login
2:42 – Live Human Chat (AI ↔ Human Switch)
3:48 – Tags
4:00 – Outro
Start managing your clients and teams the smart way — with Convocore Agents.
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