The Agency Playbook: White‑Label AI Assistants You Can Ship in Days

Your clients want smarter sites, fewer support tickets, and more qualified leads. You want repeatable delivery without extra headcount—or late‑night fire drills. Good news: you don’t need to build a chatbot from scratch. With a white‑label, multi‑tenant setup, you can package AI assistants per client and scale your agency calmly.

This guide shows how to launch and maintain source‑verified assistants (with citations) across 5–30+ client sites, no code required. We’ll keep it practical, repeatable, and profitable.

How AI (and Seekdown) Solves It

1. Unify every product source. Seekdown ingests websites, catalogs, PDFs, and APIs into governed collections so answers stay scoped to the facts you trust.
2. Serve strict, cited responses. Retrieval, summarization, and tone controls ensure every AI answer cites the right SKU page or spec sheet—no hallucinations.
3. Guide conversions automatically. Intent-aware starters and CTAs route shoppers to quotes, carts, or humans the moment confidence dips.
4. Measure and improve. Built-in analytics expose intent coverage, low-confidence gaps, and assisted revenue so you can prove ROI and iterate weekly.

The agency pain you’re solving

If you manage multiple sites, you’ve seen this movie:

• Every client asks for “a chatbot” that actually helps, not a toy.
• Content lives everywhere—WordPress, Shopify, PDFs, SharePoint, Notion.
• The moment you ship, someone updates a PDF and the answers drift.
• You need branding per client, access controls, and clean reporting.

Without the right platform, you end up duct‑taping tools, burning hours on maintenance, and guessing ROI. The fix is a multi‑tenant assistant you can clone, brand, and govern per client.

Why white‑label + multi‑tenant matters

• Brand‑ready: Logo, colors, tone, and domain per client—no code.
• Isolated data: Each client has separate datasets and permissions.
• Faster onboarding: Spin up an assistant in hours, not weeks.
• Predictable ops: Scheduled re‑ingest, analytics, and backups built‑in.
• Proven quality: Answers come with citations from verified sources.

Seekdown helps you do exactly that, using collections, strict policies, and a clean embed you can drop on any site.

Step‑by‑step: your repeatable rollout

Follow this once; reuse forever. The result is a consistent, white‑label assistant per client and site.

1) Create a base template

• Define a friendly, on‑brand tone (short, helpful, non‑salesy).
• Set strict behavior: “Answer only from collections; include citations; if unsure, ask to open a contact form.”
• Add starter hints like “Compare plans,” “Shipping times,” “Book a demo.”
• Prepare appearance: floating button text, theme colors, avatar.
• Save this configuration as your agency template (export/backup for versioning).

2) Curate collections per client

• Group content by purpose: “Docs,” “Catalog,” “Pricing,” “Policies,” “FAQs,” “Blog.”
• Connect sources: website crawler, CMS APIs (WordPress/Shopify/Presta), and document stores (Drive/SharePoint/Notion/Confluence). Upload PDFs where needed.
• For catalogs and PDFs with tables, make sure the platform extracts structured data—so answers can cite specific specs and variants.
• Schedule re‑ingestion so new pages and updated PDFs get indexed automatically.

3) Clone and brand

• Clone your agency template to create a new assistant per client (and per site if needed).
• Apply branding: logo, colors, launcher copy, and localized text.
• Restrict scope: on product pages, filter to “Catalog + Size Guides.” On support, filter to “Docs + FAQs.”

4) Embed without friction

• Add the widget code to the site (or use the WordPress plugin).
• Keep origins whitelisted to the client’s domains.
• For headless/JAMStack, mount the container div and start the assistant via a small script.

5) Capture leads and handoffs

• Enable a lightweight form in the assistant for sales or support follow‑ups.
• Use strict fallback: if confidence is low, offer the form or links to help pages.
• Pipe form data to the client’s CRM via CSV export or integration (HubSpot/Salesforce optional via webhooks/API).

6) Set roles and access

• Invite client users (marketing, support) with limited permissions.
• Keep datasets isolated per client; use separate API keys.
• Turn on activity logs and backups so you can roll back.

7) Prove value with analytics

• Track sessions, queries, intents, deflected tickets, and satisfaction.
• Share a short monthly report: what users asked, what was resolved, where content needs a boost.
• Use insights to propose “phase 2” work (e.g., add multilingual, expand collections, refine hints).

A practical package you can sell

Here’s a simple way to turn assistants into retainers clients love.

• Starter (per site)
• Setup: 1 assistant, 3 collections (Docs, FAQs, Catalog)
• Embed + branding, 5 hints, strict policy + citations
• Monthly: re‑ingest schedule, analytics summary

• Growth
• Everything in Starter, plus multilingual setup and form capture
• CRM export via CSV or webhook; extra hints per category
• Quarterly content gap analysis

• Pro
• Collections by category/locale, advanced styling
• SLA on updates, custom dashboards, change log reviews
• Optional: white‑label domain and SSO/OIDC for internal use cases

Tip: price by site and expected monthly active users (MAU) so costs scale predictably with usage.

Example walkthrough: product catalog client

A B2B client sells parts with complex compatibility rules. Support gets swamped with “Does Part X fit Model Y?” tickets.

• Collections: “Catalog,” “Compatibility Tables,” “FAQs.”
• Setup: strict mode with mandatory citations; answer from Catalog or Tables only.
• Handoff: if confidence is low, open a form asking for model and email.
• Results after 30 days: fewer repetitive tickets, faster answers, and higher trust—because every claim links to the exact table row.

Quick QA checklist before launch

• Content coverage: key PDFs, pricing policy, and top FAQs ingested.
• Citations: sample answers show source links correctly.
• Scope: filters match the page (category vs. support area).
• Tone: matches client brand in all locales.
• Fallbacks: low‑confidence flow opens the right form.
• Analytics: events visible; export works.

Benefits at a glance

• Less effort, more scale: clone and brand in minutes.
• Trust by design: strict policies and citations.
• Cleaner ops: scheduled updates, activity logs, backups.
• Revenue‑friendly: clear packaging and predictable pricing.
• Client‑ready analytics: simple reports that prove ROI.

Final nudge

Agencies win when they reuse playbooks. A white‑label, multi‑tenant AI assistant lets you deliver reliable self‑service across clients—without adding engineers. Ship your first assistant this week, then clone and grow.

Discover how Seekdown can help you launch branded, source‑verified assistants for every client—no code, no hassle.

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Keywords: white‑label chatbot, multi‑tenant AI assistant, agency playbook, branding per client, roles and permissions, analytics, citations, no‑code assistant.

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