Overview
Here’s what you’ll learn in this guide:1
Apply to Chatbase Agency Program
Apply to join the Agency Program and get approved
2
Build agents
Access Pro features to build agents for clients
3
Copy Agents to Clients
Use Remix Links to hand off agents to your clients’ workspaces
4
Earn Commissions
Get rewarded for bringing new customers to Chatbase
Apply to Chatbase Agency Program
Joining the Agency Program requires approval.How to Apply
1
Visit the Application Page
Go to the Apply for the agency program page.
2
Submit the Application Form
Complete the form with details about your agency and how you plan to use Chatbase.
What Happens Next
Your application will be reviewed by the Chatbase team. You’ll receive an email notification once your application is approved or declined.
Your Agency Workspace
Once approved, a dedicated Agency workspace is added to your Chatbase account.What You Get
Pro Features
Full access to all Chatbase Pro features
More agents
Effectively manage more agents for different clients
Multi-Client Support
Ability to copy agents to clients when they are production-ready
Agency Workspace Limits
Your Agency workspace includes:| Resource | Limit |
|---|---|
| Credits | 1,000 per month |
| Agents | Up to 20 |
| Team members | Up to 10 |
| Source size | Up to 60 MB |
| Actions | Up to 15 |
Copying Agents to Clients
Chatbase uses Remix Links to copy agents from your Agency workspace to a client.A Remix Link creates an exact copy of your agent at the time the copy process began and allows your client to import it into their own workspace.
Create a Remix Link
1
Go to Your Agents Page
Navigate to your Agents page in the Agency workspace.
2
Locate the Agent
Find the agent you want to copy to your client.
3
Open the Menu
Click the three dots (…) button on the agent card.
4
Copy the Remix Link
Select Copy remix link from the menu.
5
Share with Your Client
Send the link to your client via email, messaging, or your preferred communication channel.
When a Client Uses a Remix Link
When your client confirms the Remix:- A copy of the agent is added to the client’s workspace
- The new agent becomes fully owned and managed by the client
- The agency and client agents operate independently
Additional Setup After Copying
Some extra setup may be needed by the client after importing the agent:Webhook Secret Keys
Webhook Secret Keys
We create new secrets for your webhooks. If you use the webhook secrets to verify the sender identity, you need to update them with the new secrets.Learn more about webhook configuration.
Deployments
Deployments
Deployment integrations such as WhatsApp, Slack, Instagram, or other channels are not copied and must be manually connected by the client.
Add-ons
Add-ons
Add-ons (e.g., remove branding, auto-recharge credits) must be purchased separately as needed.Learn more about workspace usage and add-ons.
Training
Training
The agent’s sources will be copied but the agent won’t be trained on them yet. The client needs to trigger the agent’s training after import.
What’s Not Copied
While most agent settings are copied, the following are not included:- Deployment integrations such as WhatsApp, Zendesk, Instagram, Email channel, etc.
- Slack Notify action as Slack workspaces can’t be connected to multiple agents at the same time
- Notion sources as Notion workspaces can’t be connected to multiple accounts
Important Things to Know
Keep these key points in mind:- Clients must be on a subscription plan that supports the agent’s features (e.g., number of actions, source size limits, …)
- Changes made to the original agent do not affect the client’s copy
- Deleting the original agent does not impact copied agents
- Each copy creates a completely independent agent
Working Together After Remix
If you need to continue collaborating with a client after the remix, you can:- Create and share a new Remix Link with an updated version of the agent. The client can import it alongside the existing agent.
- Have the client invite you as a collaborator to their workspace. This gives you direct access to manage and update the agent together.
Agency Commissions
Agencies can earn commissions for bringing new customers to Chatbase.How Commissions Work
You earn a commission when a first-time paying Chatbase customer imports your Remix Link. No commission is earned if the client already has a paid Chatbase account.
Commission Details
| Detail | Value |
|---|---|
| Commission rate | 30% of the client’s subscription |
| Duration | Paid for the first 12 months |
| Eligibility | First-time paying customers only |
Tracking & Payouts
All commissions are tracked and paid through Dub.co. You can view your earnings and payout status:- In your Dub.co dashboard
- Via your rewards dashboard
Need more help? Contact our support team at [email protected] for assistance with the Agency Program.