👑MasterChat

MasterChat provides a new way for users to interact with AI agents. Instead of embedding an AI chat widget on a website or integrating with another platform, your users can now chat with these AI agen

What is MasterChat?

MasterChat provides a familiar, clean chat interface that allows users to interact with your custom AI agents without needing access to the dashboard or backend systems. It creates a dedicated space where clients can use your AI solutions through a streamlined experience similar to ChatGPT.

Key Features

White-Labeled Interface

  • Fully customizable to match your agency's branding

  • Clean, familiar chat interface that requires minimal user training

  • Professional appearance that can be presented directly to clients

Granular Access Control

  • Enable/disable specific AI agents in MasterChat at the individual level

  • Configure access at the account or sub-account level

  • Control which AI agents each client can access

Subscription Management

  • Create dedicated subscription packages that include MasterChat access

  • Offer MasterChat as a premium add-on service to increase revenue

  • No additional cost to agencies despite being a premium feature for clients

Direct Client Login

  • Clients can log in directly to their configured AI agents

  • No exposure to dashboard or backend systems

  • Streamlined experience focused solely on AI interaction


Getting Started with MasterChat

MasterChat is currently available to Full SaaS Mode users only. To enable MasterChat for any AI agents in your account (or any sub-accounts) you must also have your OpenAI api key enabled in the Vault settings.

Step 1: Add OpenAI API Key to Agency Vault

Step 2: Enable MasterChat for AI Agents

  • Navigate to any AI agent and look for the 'MasterChat' option

  • Toggle MasterChat on for each agent you want available in the interface

Step 3: Start Using MasterChat

  • Once an AI agent is enabled, you can immediately access it in the MasterChat interface

  • Test the experience to ensure it works as expected before inviting clients

  • Your past conversations will show up in the left hand column. You can filter and search through these conversations as well.


MasterChat Permissions

You have full control over who gets access to MasterChat. You can enable it selectively for specific users, include it in subscription plans, or offer it as a premium upsell to clients.

Agency-Level SaaS Configurator

  • Select the "MasterChat" tab in agency settings

  • Toggle the switch to enable/disable MasterChat at the agency level

  • Configure MasterChat permissions for subscription packages

Sub-Account Configuration

  • Access the sub-account settings section

  • Navigate to "MasterChat Access"

  • Enable/disable MasterChat for the sub-account

  • Select which AI agents should be available to this sub-account

AI Agent-Specific Permissions

  • Navigate to the AI agent settings

  • Locate the "View in MasterChat" option

  • Enable/disable MasterChat for this specific AI agent

User-Level Permissions

  • Access the user management section

  • Select a specific user account

  • Navigate to "MasterChat Permissions" option

  • Enable/disable MasterChat for this user

  • Note: Users will only see AI agents in their sub-account


Customizing MasterChat

Changing the Name

  • Go to Agency > Custom Styling > MasterChat

  • Update the name to appear in the left column

Updating the Default Theme

  • Choose between light mode or dark mode

  • Set the default that users will see when first accessing MasterChat


Building AI Agents for MasterChat

When building AI agents for MasterChat, the prompting and instructions you provide to the AI agent will be slightly different than a customer support agent. For example

Use Cases

Internal Business Applications

  • Email generation using company knowledge and guidelines

  • HR assistance and documentation

  • Internal support systems

Extended Client Offerings

  • Start with external-facing chat widgets

  • Expand to internal tools as clients discover new AI use cases

  • Create specialized agents for different departments or functions


Selling MasterChat

There are a couple of different ways you can sell MasterChat to your clients.

Option 1: Include with Subscription Plan

When users purchase your subscription plan, they automatically receive access to MasterChat as part of their package.

Option 2: Upsell as Add-On

Position MasterChat as an additional feature that sub-accounts can purchase separately. As an agency, you determine the pricing for your clients. The cost will be deducted from their wallet balance.

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