Agency Accounts
What Are Agency Accounts?
Agency accounts let you manage multiple client accounts from a single dashboard. Instead of logging into separate accounts for each client, you get a centralized view where you can create sub-accounts, monitor campaigns, allocate credits, and switch between clients instantly.
This is designed for marketing agencies, consultants, and resellers who manage DM Champ on behalf of multiple businesses.
Shared Credit System
One of the key differences between agency accounts and regular accounts is how credits work:
Credits are shared between your agency account and all sub-accounts.
When a sub-account uses credits (for AI responses, campaigns, etc.), the credits are deducted from your agency's balance.
Sub-accounts do not see the credit balance - they only see their usage. You, as the agency, manage the overall credit pool.
Example: You have 1,000 credits in your agency account. Client A sends a campaign to 50 contacts (50 credits). Client B's AI bot responds to 30 conversations (30 credits). Your remaining balance is 920 credits.
Creating Sub-Accounts
Step-by-step:
Go to Sub Accounts in the left sidebar.
Click Add Account.
Enter your customer's details:
Name - The client's business or contact name.
Email - The client's email address (used for login).
Any other required fields - Fill in as needed.
Click Sign Up.
What happens next:
A new sub-account is created immediately.
A popup appears showing the login password for the client.
The client also receives an email with their login credentials.
The sub-account is ready to use.
Client Login Credentials
When you create a sub-account:
The client receives an email and password they can use to log in to their own account.
Giving clients login access is optional - you can manage everything on their behalf if you prefer.
If the client logs in, they see their own dashboard with their campaigns, contacts, and chats. They do not see your agency dashboard or other sub-accounts.
Credit balance is hidden from sub-accounts since you manage the shared credit pool.
Switching Between Sub-Accounts
To switch to a sub-account's view:
Look for the account dropdown selector (typically in the top navigation or sidebar).
Click it to see a list of all your sub-accounts.
Select the sub-account you want to manage.
The dashboard switches to that sub-account's context - you will see their campaigns, contacts, chats, and settings.
To return to your agency dashboard, select your main agency account from the same dropdown.
Credit Usage Tracking
As an agency, you can track how credits are being consumed across all sub-accounts:
Agency dashboard stats - View aggregate usage across all sub-accounts.
Per-sub-account tracking - See how many credits each sub-account is using.
Credit transaction history - Review detailed records of credit deductions including which sub-account triggered each charge, the contact involved, and the campaign.
This visibility helps you understand your costs, identify high-usage clients, and set appropriate pricing for your services.
Campaign Copying to Sub-Accounts
You can copy a campaign from your agency account (or any sub-account) to another sub-account:
Open the campaign you want to copy.
Select the option to Copy to Sub-Account.
Choose the target sub-account.
The campaign is duplicated to the selected sub-account with all its settings, instructions, FAQs, and configuration.
This is a powerful time-saver when you have a proven campaign template that works across multiple clients.
Agency Pricing Configuration
Agencies can configure custom credit pricing for sub-accounts using the credit reselling feature:
Pricing tiers - Define credit packages your clients can purchase (e.g., "Starter Pack: 100 credits for $15").
Per-credit pricing - Set a custom price per credit for flexible purchases.
Stripe integration - Connect your own Stripe account (Stripe is a popular payment processor) so payments from sub-accounts go directly to you.
Automatic delivery - When a sub-account purchases credits through your custom checkout, the credits are added to their allocation automatically.
This lets you run DM Champ as a white-labeled, revenue-generating platform for your agency.
Assist Mode
Assist mode lets you log into a sub-account's dashboard directly from your agency account, as if you were the client:
From your sub-accounts list, click Assist (or the assist icon) next to the sub-account.
You are logged into their account with full access.
Make changes, troubleshoot issues, or configure campaigns on their behalf.
When finished, click Return to Agency to go back to your agency dashboard.
This is especially useful for providing hands-on support to clients without asking them to share their login credentials.
Managing Sub-Account Features
Depending on your agency tier, you can control which features each sub-account has access to. Feature allocation is managed through your agency settings and pricing tiers.
Need Help?
If you have questions about agency accounts or sub-account management, reach out via our help form.
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