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Agency / white-label

For agencies running GTM Clarity across multiple clients. See For Agencies.

Primary goal: Varies per client — set each client's goal to match their motion (use the PLG, Ecommerce, or Sales-led playbook as the base).

Per-client setup​

Each client gets their own:

  • Widget key and embed snippet (see Install)
  • Brand accent, name, and avatar (see Appearance)
  • Persona and goal (see Engagement)
  • Knowledge base scoped to that client's site and docs

White-label​

Run the assistant under the client's brand — your agency stays behind the scenes. Conversions and reporting are isolated per client.

Custom domain (white-label)​

Serve the assistant from your own domain so nothing on the page references GTM Clarity.

  1. In the app, set a custom domain (e.g., chat.youragency.com) under Settings → White-label.
  2. Add the DNS record shown there — a CNAME from your subdomain to the target GTM Clarity gives you. SSL is provisioned automatically once it resolves.
  3. Your embed snippet then serves from your domain:
<script src="https://chat.youragency.com/widget.js" data-widget-key="CLIENT_WIDGET_KEY" async></script>

The data-widget-key still identifies the client; the domain is purely branding. You can use one agency domain across all clients, or give each client their own.

Routing​

Send each client's handoffs to their own channel or inbox so the right team responds. Configure under Routing & handoff.

Tip​

Start every client from the playbook closest to their motion, then tune the persona. Most of the work is the persona and the knowledge base — the rest is shared.