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— Agency tier

White-label chatbot for agencies — every client, one dashboard

The Agency tier is built around the way multi-client operators actually work — one login, a workspace per client, isolated data per workspace, white-label on the widget, and a REST API for the operators who'd rather spin up a client bot from a terminal. $199/mo. 20 active bots, 50,000 subscribers, 100,000 messages, and unlimited team members across the whole agency.

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Active bots
20 across all clients
Subscribers
50,000
Messages / mo
100,000

— Who runs it

Built for agencies running 5–20 client chatbots in real estate, wellness, restaurants, healthcare, home services, and political.

/A — A REAL AGENCY DASHBOARD

This is Casey Patel's afternoon at Bright Loop.

Bright Loop Agency runs Alma chatbots for five SMB clients — a real estate brokerage, a yoga studio, a dental practice, a salon, and an HVAC shop. Casey logs in once. The first thing on the screen is the agency-wide roll-up: 961 leads captured this month, $48,250 in pipeline, the conversation rate per client, and a recent activity feed pulling from every workspace at once.

Bright Loop's own internal Discovery Call Qualifier — the one they use to screen new agency prospects — sits in the same dashboard. 94 calls in the last 30 days, 61% completion, 12 messages average per conversation. Same tooling, same flow builder, same lead drop the agency sells to its clients.

  • One login for the whole client roster
  • Roll-up metrics across all five client workspaces
  • Per-client drill-in without switching accounts
  • Bright Loop's own qualifier lives alongside the client bots
  • One bill at month-end, on the agency's card
Bright Loop Agency's Alma dashboard showing 961 leads captured this month, $48,250 in pipeline, five active client chatbots across real estate, wellness, healthcare, salons, and home services with completion rates and recent activity from every workspace

— Bright Loop's client mix

Real estate

Coastal Realty Group

Buyer / seller qualifier on the brokerage site. Jordan Reyes' team gets the lead with neighborhood, timeline, and contact already captured.

Wellness

Mindful Yoga

Class booker for Riley Cooper's studio. Picks the class, captures the phone, drops a 24-hour reminder into the queue.

Healthcare

Smile Studio Dental

Appointment booker for Robert Martinez's practice — service select, insurance pre-check, callback scheduling.

Salons & spas

Northshore Salon

Service + stylist match with deposit booking. Captures intent on the late-night DM the front desk would otherwise miss.

Home services

Coastal HVAC

Estimate scheduler with same-day vs. scheduled-visit branching. Address + best phone before the conversation ends.

Bright Loop · internal

Discovery Call Qualifier

94 calls captured / 30d. 61% completion. 12 avg messages. The agency's own intake bot — Emily Rodriguez ($10–25k/mo Facebook ads budget, scaling) came in last week.

Start your agency on the trial. No credit card.

14 days, the full Agency feature set — sub-account workspaces, white-label, REST API. Spin up your first two client workspaces this afternoon.

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/01 — SUB-ACCOUNT WORKSPACES

One login. A workspace per client. Isolated per workspace.

Each client lives in its own workspace inside your agency account. Conversations, leads, contacts, and analytics are isolated per workspace — a teammate logged into Coastal Realty's workspace cannot read Mindful Yoga's leads, even by accident. Switch workspaces from the agency dropdown without logging in again.

If a client wants their own seat, you can issue them a workspace login that drops them into their workspace only — no view of the agency parent, no view of the other clients. Most agencies don't bother; they keep the workspace managed and just send a weekly lead summary.

  • One agency login, switch between client workspaces
  • Conversations, leads, and contacts isolated per workspace
  • Optional client logins scoped to their own workspace only
  • Default flow library inherits from the agency parent
  • Unlimited team members across all workspaces
Alma agency workspace view with the client workspace switcher and template library shared across all client accounts under the Bright Loop Agency parent

— White-label

White-label chatbot widget for your clients

White-label is enabled on every Agency-tier account. Three pieces of the surface that the end-customer touches can carry the client's identity instead of Alma's — the domain the widget loads from, the branding inside the widget, and the email from-address on lead notifications.

/01

Custom domain

CNAME the widget loader to a subdomain on the client's own domain — chat.coastalrealty.com instead of widgets.helloalma.chat. The script tag your client pastes on their site stays on their host.

/02

Custom widget branding

Remove the Alma logo from the widget chrome and the bot avatar. Replace with the client's logo, color palette, and bot persona name. Each client workspace ships its own branding kit.

/03

Custom email "from"

Lead-notification emails go out from the client's domain (leads@mindfulyoga.com) instead of an Alma address. End-customers never see Alma in the inbox trail.

— REST API

Chatbot agency REST API — workspace and template automation

The Agency tier ships REST endpoints for the moves you'd otherwise click your way through — listing client workspaces, creating a new one, and deploying a starter template into it. Bearer-auth your agency token; the workspace ID and an admin login come back in the response.

GET

/api/v1/agency/workspaces

List every client workspace under your agency parent — id, name, status, current bot count, and last activity timestamp.

POST

/api/v1/agency/workspaces

Create a new client workspace. Returns the new workspace ID plus an admin login the client can change on first sign-in.

POST

/api/v1/agency/workspaces/<id>/deploy-template

Auto-deploy any of the 161 templates into a client workspace as a starter graph — ready for the agency to tweak the questions before publish.

# Spin up a client workspace and drop in the buyer-qualifier template

curl -X POST https://helloalma.chat/api/v1/agency/workspaces \
  -H "Authorization: Bearer $ALMA_AGENCY_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{"name": "Coastal Realty Group", "vertical": "real_estate"}'

# → returns workspace_id; then deploy a template into it:
curl -X POST https://helloalma.chat/api/v1/agency/workspaces/$WS_ID/deploy-template \
  -H "Authorization: Bearer $ALMA_AGENCY_TOKEN" \
  -d '{"template_id": "real_estate_buyer_qualifier"}'

API access ships with every Agency-tier account.

No add-on, no separate plan. Bearer-auth your agency token and start automating workspace creation today.

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— 161 templates · 17 categories

161 chatbot templates for agency clients

Pick the template that matches the client's vertical, deploy it into their workspace, change the wording to the client's voice, hit publish. The library is shared across the whole agency parent — your team builds a Mindful Yoga bot the same way it builds a Coastal HVAC bot.

RE

Real estate

Buyer/seller qualifier, listing alert, open-house RSVP.

23 templates
HC

Healthcare

Appointment booking, intake forms, insurance pre-check.

18 templates
SL

Salons & spas

Service select, stylist match, deposit booking.

14 templates
RST

Restaurants

Reservations, takeout, party booking, gift cards.

12 templates
FIT

Fitness & wellness

Class booking, intro pass, membership inquiry.

15 templates
HS

Home services

Estimate scheduling, service-area check, lead routing.

21 templates
EDU

Education & coaching

Discovery call qualifier, course inquiry, cohort waitlist.

11 templates
+10

Plus 10 more verticals

Pet care, financial services, automotive, legal, retail, political.

47 templates

All 161 templates are available inside every client workspace. Deploy via the workspace UI or the POST /deploy-template endpoint.

— How an agency onboards a new client

How agencies onboard a new chatbot client in four steps

This is the path Bright Loop walks every time a new client signs the retainer. The first three steps live inside the Agency dashboard or the REST API; the fourth is a decision about who logs in afterwards.

/01

Spin up the workspace

Three clicks in the Agency dashboard, or one POST to /api/v1/agency/workspaces. Returns workspace ID and an admin login.

/02

Deploy a template

Pick the closest match in the client's vertical — buyer qualifier, class booker, estimate scheduler. Deploy it into the workspace as a starter graph.

/03

White-label the widget

Set the widget colors, swap the avatar to the client's logo, point the loader at the client's domain via CNAME, set the lead-email "from" address.

/04

Hand off — or keep it managed

Hand the workspace login to the client's marketing lead, or keep the bot managed and email a weekly lead summary. Most agencies keep it managed.

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— Agency pricing

Agency chatbot pricing — $199/month, 20 client bots

The Agency tier is a single $199/mo plan that covers your whole client roster up to the included quotas. No per-workspace fee, no per-seat tax. Annual billing brings it down to $165/mo — about a 17% saving.

/01 — Monthly

$199 /mo

Billed monthly. Cancel anytime.

/02 — Annual

$165 /mo

$1,980 / year. Saves ~17% vs. monthly.

/03 — What's included

  • 20 active bots across all workspaces
  • 50,000 subscribers
  • 100,000 messages / month
  • Unlimited team members
  • Sub-account workspaces · isolated per workspace
  • White-label · domain, widget, email from-address
  • REST API · workspace + template deployment
  • Priority support · all 161 templates
See the full tier comparison →

Two workspaces today. Five by Friday.

Start the 14-day trial, build out two real client bots, see what the agency dashboard looks like with traffic flowing. No card on file.

Start free trial → See the demo

— Common questions

Agency chatbot platform FAQ

If yours isn't here, send us a note and a real human replies the same day.

Can a client log into their own workspace independently?

Yes. You can issue a workspace-scoped login to your client's marketing lead — they sign in, they see only their workspace, they don't see the agency parent or any of your other clients. Most agencies skip this and keep the workspace managed, but the option is there for clients who want the seat.

Does each workspace count against the 20-bot limit, or is it 20 per workspace?

It's 20 active bots total across the whole agency account, not 20 per workspace. So if Coastal Realty needs three bots and Mindful Yoga needs one and Coastal HVAC needs two, you've used six of your twenty. Same logic for the 50,000 subscribers and 100,000 messages — those are pooled across every workspace under your agency parent. If you need more, the Enterprise tier lifts the caps.

Can I move a workspace to its own billing later?

Yes. If a client outgrows the managed-service relationship and wants to run Alma on their own, we'll convert the client workspace into a standalone Alma account on whichever tier matches their volume. The conversation history, lead exports, flow graphs, and widget config all come with the workspace — nothing is rebuilt, nothing is deleted, and the agency stops paying for it.

What does white-label cover specifically?

Three things on every Agency account: the domain the widget loader serves from (CNAME to a subdomain on the client's own domain), the branding inside the widget chrome (logo, palette, bot avatar, bot name — Alma's mark removed), and the email from-address on lead notifications (leads@yourclient.com instead of an Alma address). The flow builder UI inside the agency dashboard is not white-labeled — that's only seen by your team.

When will Facebook Messenger and Instagram be live?

Both are in development right now, pending Meta's app-review approval. The flow builder already targets them, the same templates already render for them, and the deploy-template endpoint will accept channel selectors for FB and IG on day one of GA. Today, every Alma bot ships to the website channel only — that's the honest answer. If you need Messenger or IG live before you sign, email sales and we'll tell you where the queue is.

Can I bring my existing client list?

Yes. Each workspace supports CSV import for contacts and historic conversation data. If you'd rather automate it, the workspace create-and-deploy flow can be wrapped in a script that POSTs your client list one workspace at a time. Most agencies migrate three or four existing clients on day one and add the rest over the first couple weeks.

— Spin up your agency

Start your agency chatbot trial — no credit card

14-day trial, no credit card, the full Agency feature set — sub-accounts, white-label, REST API. Build out two real client bots. See what the dashboard looks like across both. Decide whether to keep going.

Start free trial → Talk to sales
Tier
Agency · $199/mo · $165/mo annual
Capacity
20 bots · 50K subs · 100K msgs
Onboarding
Real human · same-day reply