Tenant Onboarding Guide

Overview

A tenant is your organization’s isolated workspace. This guide covers the one-time setup an administrator does to get a tenant ready for the whole team.

Creating a tenant

1. Sign up and create your organization workspace.
2. Complete onboarding, including choosing a subscription plan; this sets your limits for agents, monthly messages and storage.
3. Set your organization name and default language under Settings → General.

Configuring branding

Brand the customer-facing surfaces so conversations feel like your product.

1. Set your organization details under Settings → General.
2. Brand each bot’s Web Widget on its Channels tab: bot name, title, subtitle, avatar, colors and layout.
3. Set the display name and identity for each messaging channel you connect.

Setting up roles & departments

B6AI uses role-based access. In Teams you invite agents and group them into departments; in Roles & Permission you review roles and, where allowed, define custom ones. Assign each teammate the least-privileged role that lets them do their job.

Default preferences

1. Set business hours and time zone under Settings → Business Hours.
2. Define routing behavior under Settings → Routing Rules.
3. Set default notifications under Settings → Notifications & Alerts.

Go-live checklist

1. Confirm your plan and limits under Settings → Billing & Subscription.
2. Invite administrators and agents in Teams and assign roles.
3. Connect at least one integration (Settings → Integrations) and enable a channel on a bot.
4. Publish your first bot and run a live test conversation.