When you're managing multiple clients, the ChatForge platform is designed to scale with you. You can create and manage as many individual agents as your plan allows — each fully isolated, branded, and trained on a different client's content. This guide covers how to work efficiently across a client portfolio.
How multi-agent management works
Each agent in your ChatForge dashboard is completely independent:
- Separate knowledge base, system prompt, and widget settings per client
- Separate analytics and conversation history
- Separate embed code — each installs only on the client's website
- Separate branding — colours, name, welcome message, logo
From your dashboard, you can switch between clients in seconds, see a summary view of all active agents, and identify which ones need attention.
Naming convention for client agents
As your client list grows, a clear naming convention prevents confusion. A simple format that works well:
[Client Name] — [Agent Type] — [Date onboarded] e.g. "Bloom Salon — Main Site — Jan 2026" e.g. "City Estate — Booking Bot — Feb 2026" e.g. "Smile Dental — Support — Mar 2026"
This makes it instantly clear which agent belongs to which client and what it does, even as you scale to 20+ clients.
One client, multiple agents
Some clients benefit from more than one agent. Common configurations:
- Main website agent — general FAQ, lead capture, service info
- Booking-only agent — embedded directly on the booking or contact page, laser-focused on converting to appointments
- Product / service-specific agent — a separate agent for a specific product line or service vertical that needs its own knowledge base
- Post-purchase support agent — for e-commerce clients, a separate agent trained purely on order management and support questions
Multiple agents per client is also your strongest upsell — it meaningfully increases value delivered while the incremental work is relatively small.
Client separation best practices
- Never mix content between clients — each agent's KB should contain only that client's content
- Use separate logins where possible — for large agency clients, creating sub-accounts prevents accidental cross-contamination
- Tag agents by status — Active, Needs Review, Paused — so you can instantly see your portfolio health
- Document each client's setup — keep a simple one-page doc per client with their niche, KB sources, system prompt, and widget settings. Invaluable when onboarding a new team member.