The model
- One company = one agent. The agent carries the identity of the company: its name, its instructions (tone, rules, what it may say), its knowledge base, its tools, its tickets.
- One agent, several channels. An agent can answer on as many channels as the company has: several WhatsApp numbers, mailboxes, Shortext endpoints for its apps. Every conversation of these channels is answered by the company’s agent.
- One account, one bill. All usage is debited from the single wallet of your account. You manage one subscription, one balance and one set of invoices, whatever the number of companies.
What each agent keeps separate
Everything that defines how a company is served lives on its agent:
And the API lets you work company by company: filter conversations with
agent_id, filter tickets with agent_id, and restrict a webhook endpoint to one agent with filters.app.
Set it up
1
Create one agent per company
In Communication > AI Agents, or with
POST /agents. Name it after the company, so your team recognizes it in the Inbox. Write instructions that speak for that company.2
Connect the company's channels to its agent
Connect each WhatsApp number, mailbox or Shortext endpoint and choose the company’s agent. You can also let the company connect its own WhatsApp number or mailbox from your product with a hosted session, passing
context.agent_id: the new channel is attached to the right agent directly.3
Give each agent its knowledge and tools
Upload the company’s documents and configure the tools that call its systems.
4
Route events per company
Create one webhook endpoint per company with
"filters": { "app": "AGI-XXXXX" }, or a single endpoint and route on the agent of each event (channel_id, conversation).Things to plan for
- Agent limit. Your plan sets how many agents your account can have, so how many companies you can serve. See Agent limit of your plan.
- Team access. Members of your account see the conversations of every agent, within what their role allows. Shortext does not restrict a member to one agent: give dashboard access to your own team, and if a company needs to see its own conversations, build that view in your product with the API, filtered by
agent_id. - Re-billing your clients. The wallet is shared: movements are not split per agent. To re-bill each company, count its activity through the API, for example its conversations with
GET /conversations?agent_id=.... - One API key for all. API keys belong to your account and reach every agent. Keep them on your servers; never hand one to a client company.