Agencies
Run CoPhrase under your own brand and domain, give every client their own isolated workspace, reuse playbooks, and set your own price.
CoPhrase is built for two kinds of operator: businesses running their own agent, and agencies building, running, and reselling agents for their clients. This page is about the second one.
The agency model is four things:
| Your brand, your domain | Your logo, your colors, your name, on a domain you own. Clients never see CoPhrase. |
| A workspace per client | Every client is a separate, isolated workspace with its own channels, knowledge, agents, and conversations. |
| Reusable playbooks | Build an agent setup once — persona, knowledge sources, actions, escalation rules — and stamp it out for the next client. |
| Your own price | You pay CoPhrase. You charge your clients whatever you want and keep the margin. |
Agency plan
White-label, client workspaces, and unlimited seats are on the Agency plan — $399/mo, 1,000 credits included every month. See billing.
Your brand, your domain
You point a domain you control at CoPhrase with a CNAME record. We terminate TLS and serve the dashboard from that hostname. The branding — logo, colors, product name — resolves from the domain, so a client logging in at app.youragency.com sees your product, not ours.
The domain is the boundary of the white-label. Everything a client touches inside it is yours.
A workspace per client
Each client gets its own workspace. A workspace is a real tenant, not a folder:
- Its own channels — the client's own Instagram, WhatsApp, web chat, and so on. See channels.
- Its own knowledge — the client's website, docs, and FAQs. Nothing is shared across clients unless you put it there. See knowledge.
- Its own agents, persona, and actions.
- Its own contacts, conversations, and inbox.
Data does not cross between workspaces. Isolation is enforced in the database itself, not just in the UI — every record is stamped with the workspace it belongs to and row-level security keeps a query in one workspace from ever returning another's rows. See security.
How your team gets access
Access to a client workspace is explicit, never automatic. Being the parent agency does not, by itself, let you read a client's conversations.
To work in a client's workspace, an agency user is placed into it. A placed user is a real member of that workspace, marked with an Agency manager badge that the client can see. Placement is a deliberate action and it is recorded.
Create the client workspace from your agency console.
Place the people who need access. You can place several team members across several client workspaces at once. There is no standing "all clients" grant — access is always a list of specific workspaces.
Remove access when the engagement ends. Removing someone from your agency org removes their placements too, so an offboarded employee does not keep a live seat inside a client's inbox.
Two consequences worth knowing:
- Clients can see who from your agency has access. The Agency manager badge is visible to the client's owners. Only you (or CoPhrase support) can remove a placed manager.
- There is no agency impersonation. Your staff act as themselves inside a client workspace. That is deliberate — it means the client's audit trail names a person, not a shadow.
The agency console
The console is your view across clients: the client list, health and metric rollups per client, creating new client workspaces, and managing who is placed where.
It is a summary surface. Reading a client's actual conversations means going into that client's workspace as a placed member — the console shows you rollups, not rows.
Reusable playbooks
The economics of an agency motion depend on the second client costing a fraction of the first. A playbook is the reusable half of a client setup:
- Persona and tone — how the agent talks, what it refuses to do.
- Knowledge structure — which sources to crawl, which FAQs every client in a vertical needs.
- Actions — booking, lead capture, CRM writes, the escalation rules that decide when a human is pulled in.
- Guardrails — never invent prices, hand off on a pricing dispute, and so on.
Onboarding a new client in a vertical you already serve is then: copy the playbook into the new workspace, swap the knowledge sources for the client's own site, connect the client's channels, adjust the persona.
What is client-specific
Knowledge, channel credentials, contacts, and conversation history are never copied between workspaces. A playbook carries configuration, not data.
Billing and margin
- Your agency pays CoPhrase for the plan. Credit usage across client workspaces rolls up to your agency account.
- Your clients pay you, at prices you set. CoPhrase does not set a floor, take a cut of your price, or talk to your clients.
- Your cost per client is predictable: an agent reply is 1 credit (10 cents) on Pro, or 0.25 on Core, whichever client's agent handled it. See the rate card.
You are responsible to CoPhrase for your account and for your clients' use of the platform, and for the agreements you sign with your clients. See the Terms.