Docs Category: Agency
- Agency Dashboard
- How to Customize Whitelabel Desktop App
- How to Set Up Your Whitelabel Mobile App
- What Happens to Your Data When You Cancel Your Subscription
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Agency Settings
- Agency Company Settings
- Agency Settings
- AI Employee
- Announcements
- Announcements Overview
- API Keys
- Customizing CRM Login Page
- Domain Purchasing & Rebilling
- Email Services Settings
- How Do I Find My Agency’s Relationship Number?
- How To Add Employees To Your Agency
- How to Brand System-Generated Links (API Domain)
- How to Buy a Dedicated IP Address
- How to Change the Language of the Platform
- How to Check SMS/MMS Logs and Troubleshoot in Twilio
- How to Configure Automatic Logout After Extended Inactivity
- How to Create an Announcement
- How to Create Custom Menu Links
- How to Customize System Emails
- How to Enable Google Login for Users
- How to Enable or Disable Sub-Account Transfers/Eject Permissions
- How to Map Agent for Ask AI Configuration
- How to Rearrange Custom Menu Links
- How to Set Up Agency Wallet Notifications
- How to Set Up Reverse DNS
- How to Setup your Whitelabel Domain
- Phone Integration Settings
- Set Up Your WhatsApp Integration
- Team Management for Agencies
- Uberall Listings Integration
- Understanding HIPAA Compliance
- Wallet Sales Tax Transactions
- WhatsApp Pricing and Billing
- White Label Domain vs API Domain Differences And Uses
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App Marketplace
- App Marketplace
- How to Bulk Markup Reselling Price in App Marketplace
- How to Sell Conversation AI and Voice AI Templates on the Marketplace
- How to Sell Snapshots on App Marketplace
- How to Set Up Usage-Based Billing in App Marketplace
- Managing App Permissions for App Marketplace
- Marketplace Earnings Dashboard
- Utilizing the App Marketplace
- Web Widgets on App Marketplace
- LC Email
- LC Phone
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Prospecting Tool
- How to Cancel your Prospecting Tool Subscription
- How to Customize Your Audit Report
- How to Embed the Prospecting Tool Widget on your Website
- How to Enable the Prospecting Tool for Sub-Accounts
- How to Generate a Marketing Audit Report for a Prospect
- Prospecting Tool
- Prospecting Tool
- Prospecting Tool Analytics Dashboard
- TechnoStack Analysis
- Virtual Business Listings in the Prospecting Tool
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SaaS
- Attach SaaS Subscription Plan to an Existing Client/Sub-Account
- Configuring User Limits for SaaS Sub-Accounts
- How Do I View My Agency’s Spending On LC Communications?
- How to Activate and Access Content AI
- How to add SaaS Products to a Checkout Page?
- How To Cancel SaaS Sub-Account For Your Client
- How To Configure The Contacts Limit For SaaS Sub-Accounts
- How to Connect Stripe to your Agency Dashboard
- How to Customize the Cancellation Flow for SaaS Clients
- How To Customize The Onboarding Email That Is Sent To New Sub-Account Users
- How to Enable/Disable Specific Features for a Specific SaaS Account
- How to Import Stripe Products in SaaS Configurator
- How to Resell Marketplace Apps with SaaS Plans
- How To Sell Listing Add-Ons As Part Of A SaaS Offer
- How To Upgrade/Downgrade SaaS Plan For A Sub-Account
- How To Use and Rebill Auto-Complete Address
- SaaS
- SaaS Configurator Advanced Settings
- SaaS Mode – Full Setup Guide + FAQ
- SaaS Plan Add-Ons
- SaaS Wallet & Complimentary Credits
- Setting Up Rebilling for SaaS Plans
- Understanding SaaS Plan Categories
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Snapshots
- Editing and Deleting Snapshots
- How to Create a Snapshot
- How to Edit Snapshot Notification Preferences
- How to Load a Snapshot
- How to Load a Snapshot for Conversation AI
- How to Load a Snapshot for Voice AI
- How to Load a Snapshot with Ad Campaigns
- How to Load a Snapshot with Blogs
- How to Load a Snapshot with Chat Widgets
- How to Load a Snapshot with Custom Objects
- How to Load a Snapshot with Custom Reports
- How to Load a Snapshot with Dashboards
- How to Load a Snapshot with WhatsApp Templates
- Snapshots
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Sub-Accounts
- Agency Rolled-up Reporting
- Ask AI Overview
- Guide to Onboarding Your Clients
- How To “Login As” A User
- How to Bulk Transfer Sub-Accounts
- How to Change Rebilling Settings For a Specific Sub-Account
- How to Configure Rebilling in Bulk
- How to Copy Contacts Between Sub-Accounts
- How to Create and Manage Your Sub-Accounts
- How To Delete A Sub-Account From Agency Dashboard
- How to Deploy WhatsApp Integration Without Using Stripe
- How to Enable and Rebill Workflow AI
- How to Enable and Use Funnel AI
- How to Enable and Use Reviews AI
- How to Enable Bulk Re-Billing on LC Premium Triggers & Actions
- How to Pause/Resume Sub-Accounts
- How to Re-sell the Branded Client Portal App
- How to Resell Ad Manager
- How to Resell SEO
- How to Resell WordPress
- How to Retrieve a Deleted Phone Number
- How to Set Up Twilio Rebilling
- How to Share Funnels and Websites Across Sub-Accounts
- How to Transfer & Receive a Sub-Account
- How to Use the Contact Summary Agent in Ask AI
- Lift Restriction Capability for Agencies
- Sub-Accounts
- Sub-Accounts Overview
- Sub-accounts Report Scheduler
- Updating the Sending Limit for a Sub-Account
- Updating Twilio Credentials For A Sub-Account
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Template Library
- Cloning a Template
- Create a Template in the Template Library
- How to Customize Sub-Account View of Template Library
- How to Hide All Future GHL Templates
- How to Hide the Template Library for a Sub-Account
- How to Manage Categories, Types, and Tags in the Template Library
- Navigating the Template Library
- Template Library