All Businesses & Actions
Written By Anand Raj
Last updated 12 days ago
The Businesses module is the central directory of every business connected to your agency. From here you can search any business, add a new one, and run quick actions like View, Edit and Reset directly from the list. It surfaces high-level lifecycle metrics, historical trends, integration usage, and churn risk indicators, enabling agencies to monitor account health and take proactive action.
Open the Businesses module
From the left sidebar of the Agency Portal, click Businesses.
The module can be viewed in two views using the toggle in the top-right corner:
List View — a tabular listing of all businesses. (described in this document).
Insights View — a dashboard view with charts and churn analytics
Lists View
Each row shows the business Name, Business Code, Email, Locations, Billing Start, Package, Account Status (Active, Past Due, Inactive, Archived) and the Action icons. User can Search and filter the list.
Use the Search business bar at the top to find a business by name or email.
Use the Status filter on the right to narrow the list (Active, Past Due, Inactive, Archived).
Add Business (top-right CTA)
The + Add Business button at the top right lets you create a business directly from the Agency Portal.
Important: Avoid creating live businesses from here. The recommended path to onboard any real business is the Business Onboarding form, which captures everything required for go-live (billing, locations, owner details, telephony, etc.).
Use Add Business only for your exploration phase, internal test businesses or demo accounts. For live businesses, always use the Business Onboarding form.
Business Code
The Business Code shown in the second column is a system-generated unique identifier for each business. It never changes and is the safest way to reference a business across teams.
Use the Business Code when:
You raise a support request with the Kickcall team — share the code so we can locate the business instantly.
Your own internal team needs to reference a specific business in tickets, notes or handovers.
Row actions
Each row has three quick action icons on the right:
a. View (eye icon) — Impersonate
Clicking View impersonates the business and jumps you directly into the Business Portal for that account. You see exactly what the business owner sees and can troubleshoot from their point of view.
Note: Every impersonation is recorded inside that business's Audit Trails, so the business and your team always have a record of who accessed the account and when.
b. Edit (pencil icon)
Clicking Edit opens the business detail page where you can change the business's profile and configuration — name, contact details, locations, agents, integrations and more. See Manage Business Details & Configurations for the full walkthrough.
c. Reset & Start Billing (circular arrow icon)
Use Reset & Start Billing right before delivering the AI agent to a business and before they go live. This action clears all test activity from the account so the business starts with a clean workspace, and it marks the official start of billing for that business.
When you click Reset, a confirmation modal opens explaining what will be cleared:
Call logs, worksheets, and recordings created during testing
Configuration change history
AI governance and compliance logs
To confirm, type the business name in the Business name field and click Reset & Start Billing.
Important: A business can be reset only once. After it has been reset, the action becomes non-editable (the icon is disabled) and cannot be triggered again. This action cannot be undone.
Billing note: Call minutes used during testing will still be billed to the Agency. Reset only removes the visible activity to prepare the account for handover — it does not reverse usage charges. From the moment you click Reset & Start Billing, the business's billing cycle officially begins.