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Learn about connecting a provider for agency accounts

Bryce DeCora avatar
Written by Bryce DeCora
Updated over a week ago

CloseBot allows anyone on a paid plan to connect a persona to any of our supported providers. Businesses pay per-message cost to CloseBot for this access - CloseBot manages credentials with each of these providers if you're on the business plan. Agencies, however, must connect to their own API keys and can re-bill the cost of this to their clients if they choose.

Adding an AI Provider

This section is only visible to agency accounts - who are connecting their own AI providers and re-billing usage. Click AI Providers in the side bar to open the AI provider settings. Here you can see your list of existing providers and click to add a new provider.

Unique Name

The name you choose for the provider helps you identify which one you're connecting to later when you connect an AI provider to a persona. It helps to pick a unique name that helps you remember what this key is for. This can be changed later.

Saving

Once you have named your provider and pasted in the provider API key, you can click to save the provider. It will then show up in your list of AI providers and can be attached to personas.

Next Steps

Check out provider-specific help documents HERE if you need assistance for a certain provider.

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