Clients Overview

BuildVoiceAI is built around a multi-tenancy model where each agency manages multiple clients from a single dashboard. Every agent, phone number, call, and workflow is scoped to a specific client, keeping data isolated and organized.

How Multi-Tenancy Works

When you create a BuildVoiceAI account, you are the agency admin. From your dashboard, you create clients that represent your customers — the businesses you are providing voice AI services to. Each client operates as an independent tenant with their own:

• Agents — AI voice agents configured for that client’s use case
• Phone numbers — Dedicated numbers assigned to the client’s agents
• Call history — Only calls from that client’s agents
• Users — Client team members with controlled access via the client portal
• Billing — Per-client invoicing and usage tracking
• Integrations — Optional per-client CRM and API connections

Agents are always scoped to a client. When you create an agent, you assign it to a client, and that agent only appears in that client’s portal and call history.

Client Limits by Plan

The number of clients you can manage depends on your subscription tier:

All plans include the same core features. Higher tiers unlock additional capabilities like client billing, advanced permissions, and priority support alongside higher client limits.

What Each Client Gets

Isolated Agent Environment

Each client has a self-contained agent environment. Agents created for Client A are never visible to Client B. This ensures data privacy and prevents configuration conflicts.

Optional Client Portal Access

You can invite your client’s team members to a white-labeled portal where they can view agents, calls, and analytics based on the permissions you configure. The portal carries your agency branding.

Per-Client Configuration

Many platform features can be configured at the client level, including:

• Provider API keys — Clients can optionally use their own Retell, Vapi, or Bland accounts
• Billing settings — Track usage and invoice clients individually
• Integration credentials — Connect client-specific CRM accounts
• User permissions — Control exactly what each client’s team can access

Getting Started with Clients

1. Create your first client — Add a client with their business details
2. Set permissions — Configure what client portal users can see and do
3. Invite client users — Give your client’s team access to their portal
4. Configure billing — Set up invoicing and usage tracking

Next Steps

• Managing Clients — Create, edit, and organize your client accounts
• Permissions — Control what client portal users can access
• Client Billing — Set up Stripe Connect and invoice clients
• Client API Keys — Let clients use their own provider accounts