Subaccounts
Subaccounts are your end customers — the businesses paying you for AI-powered chat or voice under your brand. This page lives at Manage Agency → Subaccounts and shows every one of them, what plan they're on, and whether they're active.
The list view
Columns:
- Active — toggle showing whether the subaccount is currently usable.
- Name — subaccount business name.
- Email — primary contact / login email.
- Phone
- Billing plan — the plan they're currently on.
How a subaccount signs up
Subaccounts sign up through your branded signup URL:
https://app.youragency.com/signup
Under the hood, the signup form posts to:
POST https://api.insighto.ai/api/v1/register?agency_id=<your-agency-id>
The agency_id query parameter is how Insighto knows the new account belongs to your agency. If you've set up your white-label domain, the front-end injects this automatically.
Change a subaccount's plan
From the Rebilling page (not the Subaccounts list), call:
POST /api/v1/agency/billing/subaccount/change_billing_plan
The UI flow: open Rebilling → pick the subaccount → pick the new plan → confirm. This works whether you're on Stripe rebilling or Custom — the plan tier and credit grants update either way.
What's not in the UI today
- No "Sign in as subaccount" button. Support requires you to ask the customer to share screen or invite you as a team member.
- No per-subaccount detail page. You see them as rows in the list; deeper drill-in is via the conversations and usage data inside the subaccount itself.