White-label AI chatbot for agencies

A white-label AI chatbot for agencies lets you offer every client a chatbot trained on their own content, without building one from scratch each time. With InstantKnowledgeBot you upload a client's documents, start from an industry template, brand the bot, install it with one line of code and send the client a monthly report link. On the Agency plan the badge says your name, not ours.

Why do agencies add AI chatbots to their services?

Clients increasingly ask for "an AI chatbot on the website". For an agency, a knowledge base chatbot is a natural add-on to web design, SEO, PPC or social retainers:

• It's fast to deliver. A first version takes minutes once you have the client's documents.
• It's easy to explain. "It answers questions from your own content and captures leads" is a clear value proposition.
• It creates recurring work. Updating knowledge, reviewing knowledge gaps and reporting on leads fits a monthly retainer.
• It ties into your other work. Leads from the bot feed the same funnel your campaigns drive traffic to.

What does the Agency plan include?

Bot, seat and message limits, and current prices, are on the pricing page.

How does an agency build a client chatbot?

1. Collect the client's documents: FAQ, services, pricing, policies, product catalogue. A short intake questionnaire helps.
2. Create the bot from a template. InstantKnowledgeBot has 10 industry templates, covering clinics and telehealth, dental, real estate, e-commerce, restaurants, SaaS, law firms, education, hotels and fitness. Each includes a welcome message, starter questions, tuned instructions, a "what to upload" checklist and a lead capture preset. Browse them on the templates page.
3. Assign the bot to the client's workspace in its settings.
4. Brand it: name, welcome message, accent color, starter questions and your custom badge.
5. Test it in the Test tab with the client's real questions.
6. Install it on the client's site. We have guides for WordPress, Shopify, Wix, Squarespace and Webflow.
7. Turn on lead capture. New leads are emailed to your account and collected in the dashboard, where you can forward them or export a CSV for the client.

How do you report results to clients?

Each client can get a read-only report link, which shows how the bot performed without exposing conversations or visitors' personal data. Pair it with your own commentary:

• Top questions: what customers want to know.
• Knowledge gaps: questions the bot couldn't answer, with your recommendation to fill them.
• Leads captured and their status.

Knowledge gaps are especially valuable: they're evidence for new FAQ content, landing pages and even product changes.

How should agencies price chatbot services?

That's your call. Common approaches are a one-off setup fee plus a monthly management fee, or bundling the bot into an existing retainer. Your cost is your InstantKnowledgeBot plan, plus AI usage if bots run on a connected own key. Bots can run on hosted Claude from your plan's allowance, and message packs add extra hosted messages that never expire. See bring your own key explained.

What can't the chatbot do for clients?

Be upfront with clients so expectations match the product:

• It answers from uploaded documents, pasted text and pages imported from a website URL (up to 500 pages per import on Agency).
• It's a website chatbot (bubble, inline iframe and share link). It doesn't run on WhatsApp, Messenger or voice.
• It has no live chat handoff or ticketing. Lead capture collects contact details for follow-up.
• It doesn't take actions in other systems, such as booking or order lookups.

If a client needs those, an enterprise support platform is a better fit. Our fair roundup of AI chatbot builders explains the trade-offs.

Which clients are the best fit?

Start with clients where questions are frequent and answers are written down: dental and medical practices, real estate agencies, restaurants, hotels, gyms, e-commerce stores, schools and local services. Each has a matching template. Clients whose sales depend on enquiries benefit most from lead capture. Clients with very complex products or regulated advice need tighter scoping and more testing before launch.

What does a sensible client launch checklist include?

Before handing a bot over, run the same checks for every client:

1. Every template placeholder replaced with the client's real details.
2. Fallback message set with the client's phone or email.
3. Twenty real questions tested, including two the bot shouldn't answer.
4. Lead capture tested end to end: submit a test lead and confirm the email arrives.
5. Badge and branding checked on desktop and mobile.
6. Installed on the live site and visible on the pages the client cares about.
7. Report link sent, with a date for the first monthly review.

A consistent checklist keeps quality high as your client list grows, and it's easy to hand to a junior team member.

What else is there for agencies?

• Affiliate program: earn 30% of payments for 12 months when you refer customers. See affiliates.
• Done-for-you setup: if you'd rather outsource a build, our setup service structures the documents, writes instructions, brands, installs and tunes a bot for 30 days.

Ready to try it with one client? Create a free account and start the 14-day Pro trial with your first bot.