Overview
An agency’s problem is repetition across sites: the same chat, set up again for each client, each with different pages and a different look. Doing that by hand is a half-day per client.
In hiy each client gets an agent of their own, inside your workspace. It learns from that client’s pages alone, so one client’s answers never touch another’s.
Why one agent per client, not one agent for all of them
An agent answers from the material it was given. Give one agent two clients’ pages and it can quote one client to the other’s customer. Separate agents make that mistake impossible.
A workspace keeps the work in one place. You invite your team once, and they read and reply to every client’s handovers in the same Inbox.
A brand keeps the look consistent. A brand is a look with a name and logo, made from the client’s site, and each form picks it in Look from.
Step by step
Create an agent for the client
Open the agent switcher and choose New Support Agent. Give it the client’s business name and a handle, and paste the client’s site address so Setup reads its pages.
Repeat for each client. How many agents a workspace holds depends on the plan; the pricing page lists it.
hiy.ai/appThe switcher is where each new agent starts. Every client gets their own. Keep each client’s pages to themselves
Add only that client’s material to that client’s agent: their site, their FAQ, their price list. Add any page Setup missed by its address.
If a client has an answer only the owner knows, write it into Knowledge as a page, so the agent can cite it.
Agents- Harbourside Salon (Example)Reads harbourside-salon.example.com
- Pinecroft Dental (Example)Reads pinecroft-dental.example.com
- Weaver & Sons (Example)Reads weaver-sons.example.com
One agent per client site, each reading its own client’s pages. Test each one before the client sees it
Use the Test chat on each agent. Ask it three things the client’s pages answer and three they do not. The first three should cite a page, and the other three should say so plainly.
TestHow do I export a notebook?
From the docs:Exporting notebooksdocs.yourapp.com- Open the notebook.
- Choose Share, then Export.
- Pick PDF or Markdown and press Export.
The answer is built from the client’s own pages and carries its source. - A questionThe agent checks your material.
- Material foundAnswer with a citation that opens the passage.
- Material missingAdmit the gap and add it to your queue.
What happens at the edge of the material Give each client their look
In Channels, Templates, make a brand for the client: a look with a name and logo, made from their site’s address. Each form then picks it in Look from.
Only an owner or admin can change a brand, so a client’s look stays the one you set.
Install on the client’s site
Open Channels, choose Chat widget, and press Install on the client’s agent. Where to paste shows the steps for the client’s builder, such as WordPress, Webflow, Squarespace, Wix or Framer.
List the client’s site under Allowed websites, choose Anyone on your sites, and paste the line it shows.
Share the Inbox, then work the gaps
Invite your team to the workspace. They read and reply to handovers in the same Inbox, whichever client’s site the question came from.
Check Unanswered per client each week. A gap is a page the client has not written, which is a conversation you can have with them.
What this will not do
Every playbook carries this section, because a recipe that only lists what works is marketing.
- The agents live in your workspace, not in a workspace of the client’s, and your team manages them there.
- Anyone on your sites can open each agent, so tell clients to treat what it knows as public.
- Each plan has a limit on how many agents a workspace holds. The pricing page lists it.
- It adds one line you paste into the client’s site. It does not change the client’s pages.