Create a client company

Every client you sign starts life in Chatfuel the same way: as a fresh company inside your agency's workspace. The clicking takes two minutes; what matters is when you do it and what you do right after, so the new company doesn't sit empty while you chase the client for access. This page is the doing — the reasoning behind one-client-one-company lives in Agency → clients model.

Before you create it

Do the access homework first. The new company is useless until the client's channels are connected to it, and connecting them requires access to the client's Meta assets — partner access to their portfolio, or a scheduled screen-share for the WhatsApp authorization. Agencies that create the company on signing day and collect access "sometime this week" end up with a workspace full of empty shells. Collect first, create second, connect immediately.

Creating the company

1. Open My Companies. Click your avatar in the navigation menu, then click My Companies. This is the list of every client company in your workspace.
2. Create the company. Click Create New Company. The new company appears in the list instantly — no setup wizard, no payment step. Your agency subscription already covers it.
3. Name it after the client. Use the client's business name, not a project codename. Six months and ten clients from now, My Companies is the list you navigate all day — it should read like your client roster, not like an inside joke.

You're now inside the new company, and everything you see — bots, chats, leads, settings — belongs to this client alone. Switching back to another client is the same path: avatar → My Companies → pick one.

Note: Companies are unlimited on agency plans, and usage limits are shared across your whole workspace rather than metered per company. Creating a company for a brand-new client costs nothing and commits you to nothing.

Right after: the onboarding checklist

An empty company becomes a working client in three moves. Do them in order, the same way, for every client:

1. Connect the client's WhatsApp — the channel your qualification bot will live on. The step-by-step, including the two routes (new number vs. their existing WhatsApp Business App number), is in Connect the client's WhatsApp.
2. Invite the people who'll work here — your bot builder as Editor, the client's sales reps as Agent. Invites are per company, from Settings → Teammates; the role logic is in Roles and access for the agency team.
3. Start business verification — it lifts Meta's messaging caps, and it takes a document round-trip with the client, so get it moving before you need the volume.

Run this checklist enough times and client onboarding stops being a project and becomes a routine: sign, collect access, create the company, connect, invite, verify, launch.