Accessing Saatchi 2.0
Log in to your Umbrella account.
Navigate to Dashboard → Marketing → Tools → Saatchi 2.0.
If you're using an agency account, go to Tools → Saatchi Agency Manager and click Open Tool.
Use Single Sign-On (SSO) to access the Saatchi platform.
Creating Your First Bot (Quick Method – Magic Link)
In the Saatchi platform, locate the Magic Link feature.
Enter the website URL (e.g., agency or client site).
Saatchi will auto-generate a basic bot using website content within 90–120 seconds.
The bot will appear in your dashboard and open in the Basic Editor for customization.
Using the Basic Editor
Review & Edit: Verify the business description, services, and other scraped details.
Customize: Edit avatar, personality, and objectives (e.g., book consults, collect leads).
Brand: Update colors, welcome messages, and branding elements.
Upgrading Your Agency Plan
If you need more bots or tokens:
Go to Tools → Saatchi Agency Manager.
Click your current plan name and choose Professional or Ultimate.
Confirm to upgrade.
Onboarding a Client
1. Client Self-Setup (White-Label Link)
Go to Config → Settings → White Label.
Set your agency name, logo, and domain (if needed).
Generate and send the registration/demo link to the client.
They enter their website URL, and the system creates a bot, guiding them through setup.
2. Agency Setup
Create a client account via your Saatchi Agency dashboard.
Use the Magic Link or manual setup with their website URL.
Customize the bot using the Basic Editor.
Share access with the client or embed the bot on their website.