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Use this page if you serve multiple customers or clients and need to choose who owns billing, who owns the account relationship, and how your team manages ongoing work. There are two main models:
  • Parent/subaccount model - your company owns the parent account relationship with itellicoAI, keeps centralized billing, and may package, resell, or rebill your own customers separately.
  • Agency access model - the client owns and uses their own itellicoAI account, while your team gets elevated access to set up, manage, or maintain it.
Hybrid setups are possible. An agency can use parent-billed subaccounts for some customers and agency access for others.

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Choose the Right Model

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Parent/Subaccount Workflow

1

Design the account structure

Start with Accounts and Subaccounts to decide whether each customer needs its own subaccount under your parent account.
2

Create customer subaccounts

Use Creating Accounts and Subaccounts to create isolated customer accounts with separate agents, contacts, conversations, and members.
3

Keep billing centralized

Leave subaccounts on parent billing when your company should receive one itellicoAI invoice and manage its own customer billing outside itellicoAI.
4

Integrate or manage operations

Use account-scoped API keys, integrations, and the account switcher to manage each customer account in the right context.

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Agency Access Workflow

1

Confirm account ownership

Use agency access when the client owns the itellicoAI account and should keep direct billing.
2

Invite agency users

Use Team Management and Agency Settings to grant elevated access without changing account ownership.
3

Manage setup and maintenance

Build agents, configure integrations, review operations, and support the client while their account remains independent.

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Billing Decisions

Parent Billing is the default for new subaccounts — your company receives one consolidated itellicoAI invoice and manages its own customer billing. To move billing responsibility to a customer, use the billing transfer flow in Subaccounts. After transfer, the customer account is independent and no longer a subaccount.

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When to Keep Parent Billing

  • You resell, rebill, or bundle itellicoAI into your own service
  • You want one invoice across multiple customers
  • Your API integration or support process expects parent-level oversight
  • Your team manages customer setup and commercial terms

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When to Hand Off Billing

  • The customer is ready to pay itellicoAI directly
  • The customer needs independent plan management
  • You want to keep service access without staying financially responsible for usage
Use the billing transfer flow in Subaccounts when a customer needs its own subscription but you still want to preserve agency access after the transfer.

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Access and Governance

Use these pages together:

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Suggested Reading by Role

Reseller or Platform Operator

Focus on subaccounts, parent billing, API keys, and customer isolation first.

Client Success or Operations Lead

Focus on Manage after launch.

Agency Owner or Admin

Focus on agency access when clients own their own itellicoAI accounts.

Technical Implementer

Focus on integrations, API keys, webhooks, and custom actions.

Compliance or Governance Lead

Focus on retention, data requests, and public trust settings.

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Next Steps

Accounts and Subaccounts

Review the hierarchy model and access rules

Agency Settings

Set the default access baseline for agency-managed client accounts

Subaccounts

Manage permissions, limits, and billing transfer

Billing Overview

Understand plans, usage, and ownership of charges