Creating a Client

To begin using Palera, first create a Client. A client serves as the workspace for each brand, business, or customer account, allowing you to centralize messaging channels, agent workflows, AI activity, and conversation history within a single unified platform.

Written By Thando Nomvungu

Last updated 21 days ago

How to Add a New Client

  1. Click Client Management in the left-hand toolbar.

  2. Click Add a Client in the top right corner.

  1. Enter the following details:

    • Client Name

    • Email Address

    • Phone Number

    • Upload the Client Logo

    • Transcript Email Address (where chat transcripts should be sent)

  1. Click Add Client.

The client is now created and ready to use.

Best Practices

  • Use clear, recognizable client names

  • Upload logos for easier visual identification

  • Double-check transcript email addresses for accuracy