Clients¶

A client is an end-customer of your operator — the business whose calls your agents answer. Each client has its own agents, phone numbers, calls, branding, and subscription.

Creating a client¶

From Clients → New client, set:

Name and industry — the industry can seed sensible defaults for new agents.
Contact details — name, email, phone.
Branding — a logo and colour used where the client is shown.

Once created, open the client to find tabs for Calls, Agents, Phone numbers, Embeds, and Info.

Industry templates¶

The industry you choose isn't just a label — it drives industry templates. When you create a new agent for the client, the template for that industry seeds sensible starting points: a fitting greeting, a relevant set of intake questions, and a head start on the knowledge base.

Templates are only a starting point — every field stays fully editable, so you can tailor the agent from a sensible default instead of a blank page. Changing the client's industry affects the defaults offered to new agents, not ones you've already built.

Client status¶

A client moves through a small set of states:

Status	Meaning
`testing`	Set up but not yet billed — ideal while you build and test agents.
`active`	Live and billed against its plan.
`pending_deactivation`	Scheduled to deactivate (e.g. at the end of the billing period).
`inactive`	No longer served; data is retained but agents don't take calls.

Clients are deactivated, not deleted

There's no hard delete. Stopping service sets the client to inactive and preserves its history. A client with agents still attached can't be deactivated until those are handled.

Plans & limits¶

Each client carries a subscription plan that sets how many agents and phone numbers it can have, plus its per-minute pricing. When a client hits a limit, the relevant New action is disabled with a notice — upgrade the client's plan to raise it.

What's next¶

Add an agent for the client → Agents
Understand pricing and usage → Billing

Billing — How plans, per-minute pricing, usage, and invoices work for your clients.
Getting started — From signing in to your first live call — the fastest path through Vocadesk.
Accounts, sign-in & onboarding — How you sign in, what the first-run onboarding sets up, and how to invite your team.
Administration & roles — What admins and super-admins can do — roles, operator approval, plan pricing, impersonation, and restricted features.
Agents — What an agent is and the three things you configure — who it is, how it converses, and when it transfers.