# MasterChat

### 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

* Get your OpenAI API key from <https://platform.openai.com/settings/organization/api-keys>
* Create a new secret key and copy the string
* Paste this string into the Vault inside Stammer AI
* Click Verify and then Save

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2F1ZrXyLcahnXByPR2MJRj%2FScreenshot%202025-03-21%20at%2010.58.57%E2%80%AFAM.jpg?alt=media&#x26;token=683e3056-953a-4c7b-8f0d-e6cbcf85c9dc" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2F5Dzz28JX5nSqOsOI4N9z%2FScreenshot%202025-03-21%20at%2011.11.24%E2%80%AFAM.jpg?alt=media&#x26;token=6632a4d0-101b-4a69-b5ad-486894667880" alt=""><figcaption></figcaption></figure>

#### 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.

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2Fd4ZulMavkCjJjts8ml3V%2FScreenshot%202025-03-21%20at%2011.23.14%E2%80%AFAM.jpg?alt=media&#x26;token=8a28da92-c97e-432f-ad78-0f4d0c1a7e80" alt=""><figcaption></figcaption></figure>

***

### 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

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2Fvv3j7LlMa1jxOJR1lf0h%2FScreenshot%202025-03-21%20at%2012.23.15%E2%80%AFPM.jpg?alt=media&#x26;token=c2e6e783-438a-4213-8ccf-b955bf2d503f" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2Fv3nt6Ox2Oh6OchYnL9qZ%2FScreenshot%202025-03-21%20at%2012.20.00%E2%80%AFPM.jpg?alt=media&#x26;token=d2f29764-d20c-4231-8911-a9462f3486ae" alt=""><figcaption></figcaption></figure>

#### AI Agent-Specific Permissions

* Navigate to the AI agent settings
* Locate the "View in MasterChat" option
* Enable/disable MasterChat for this specific AI agent

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2FamuNVh0xBhNtfyf55gsl%2FScreenshot%202025-03-21%20at%2012.22.25%E2%80%AFPM.jpg?alt=media&#x26;token=680beee7-7554-46bb-9749-d25495bc5d34" alt=""><figcaption></figcaption></figure>

#### 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

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2FMrt3twjNK62ZcInukkZ2%2FScreenshot%202025-03-21%20at%2012.21.24%E2%80%AFPM.jpg?alt=media&#x26;token=4a9e57b4-66cd-4029-bb2b-8bbc1e487e38" alt=""><figcaption></figcaption></figure>

***

### 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

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2FVmgWC0UGFc6ku0EeOtvL%2FScreenshot%202025-03-21%20at%2011.24.47%E2%80%AFAM.jpg?alt=media&#x26;token=4a2e499b-06bb-421b-8e2c-6e72cc51ff82" alt=""><figcaption></figcaption></figure>

***

### 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&#x20;

### 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.&#x20;

**Option 1: Include with Subscription Plan**&#x20;

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

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2F6ZHm6XO2itqlPdutmzpU%2FScreenshot%202025-03-21%20at%2012.23.15%E2%80%AFPM.jpg?alt=media&#x26;token=e1cb35b7-75a4-419e-aa34-254801087f3c" alt=""><figcaption></figcaption></figure>

**Option 2: Upsell as Add-On**&#x20;

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.

<figure><img src="https://1359281993-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FkLIQnOFYHkQtdWxUzzFE%2Fuploads%2F7h2HztAOohkAwzQjSxG7%2FScreenshot%202025-03-21%20at%2012.31.25%E2%80%AFPM.jpg?alt=media&#x26;token=6e82f91c-c77a-4013-8e07-3ebcb780c01a" alt=""><figcaption></figcaption></figure>


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