Subaccounts

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How Subaccounts Work

Subaccounts let a parent account create isolated customer, client, team, or business-unit accounts while keeping parent-level control. In the parent/subaccount model, itellicoAI bills the parent account centrally. The parent can then package, resell, or rebill its own customers separately. This is different from agency access, where the client owns and pays for its own itellicoAI account while granting a service provider elevated access. They are useful for:

• Resellers and platform operators organizing customer accounts
• API integrators provisioning one isolated account context per customer
• Service providers that want one parent invoice from itellicoAI and their own downstream billing model
• Enterprises separating regions, brands, or departments
• Agencies that prefer to own the parent account relationship and rebill clients directly

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Architecture

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Parent account responsibilities

• Create and manage subaccounts
• Assign and review subaccount access categories
• Switch between accounts for oversight
• Monitor usage across subaccounts
• Manage the commercial relationship with itellicoAI when subaccounts use parent billing

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Subaccount characteristics

• Own team membership and roles
• Own agents, contacts, and conversation data
• Isolated account

Nested subaccounts are supported up to 5 levels, but most teams should keep one parent-child layer unless they have a clear governance reason for deeper nesting.

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Creating a Subaccount

See Creating Accounts for step-by-step instructions.

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Managing Subaccounts

The Subaccounts table shows:

• Name
• Billing plan (shows billing type, for example Parent Billing)
• Members count
• Agents count
• Minutes used
• Switch to action

From this page, you can:

• Switch directly into a subaccount
• Open permission management for a subaccount
• Expand nested hierarchies in place

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Subaccount Detail

Click a subaccount row to open its detail view. The detail view has these tabs:

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Billing Modes

New subaccounts use Parent Billing by default: the parent account pays for all subaccount usage, usage is consolidated on the parent’s invoice, and the subaccount has no independent billing or payment method. The Billing plan column shows Parent Billing in the subaccounts table. The parent can handle its own downstream customer billing, packaging, or resale outside itellicoAI. Best for: resellers, API integrators, telephony providers, platform operators, enterprises, and agencies that want the parent account to control billing centrally. To move billing responsibility to the subaccount, use the Billing Transfer flow described below. After a completed transfer, the account becomes fully independent and leaves the parent hierarchy.

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Billing Transfer

Billing transfer is the guided process for moving a parent-billed customer account into an independent direct-billed account. Access: Open a subaccount detail → Billing tab.

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How It Works

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Transfer States

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Agency Access After Transfer

When transferring a subaccount to independence, you can choose whether to keep agency access:

• Enabled (default): former parent owners and admins are invited as agency members on the new independent account
• Disabled: no agency members are invited automatically

This is useful when a service provider wants to continue setup, maintenance, or monitoring after the customer becomes an independent direct-billed account.

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Subaccount Permissions

Permissions are configured per subaccount in the Permissions tab of the subaccount detail. Each permission supports None, Read, or Full access levels (some use None, Limited, Full instead).

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Overview

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Agents

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Deploy

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Account & Settings

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Best Practices

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FAQs

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Next Steps