Agency partner workflow
Deliver a tested video call experience for every client
Use Meeto as a repeatable part of a website project: choose the right call surface, configure the allowed origin, install the widget and hand off a working meeting path with clear ownership.
On this page
Choose the client flow before choosing the code
Start with the visitor's intent and match it to the Meeto surface built for it: an immediate call, a scheduled consultation, a shared support room or a dedicated call page.
| Client requirement | Recommended Meeto surface |
|---|---|
| A visitor wants help right now | Floating widget or instant browser meeting |
| A lead should select a consultation time | Public booking page with a meeting type |
| Existing customers need one support destination | Named shared widget room |
| A campaign needs a dedicated call page | Inline widget on the campaign page |
Document the selected flow in the project brief. Link to the browser joining guide when the client needs to explain the guest experience.
Agency starter checklist
- Confirm ownership. Decide who owns the Meeto account, billing, domain allowlist and support after launch. Record the decision in the hand-off.
- Create a test key. Add the staging origin first. Use a separate production key or update the allowlist when the client's final domain is known.
- Install the smallest surface. Use the HTML loader for a static site, the WordPress plugin for WordPress, or a framework package for a custom application. Read the developer documentation for events and public-key rules.
- Configure the room semantics. Name a shared room clearly, and link a booking page for appointment-specific calls.
- Test two participants. Join from another browser or device, grant camera and microphone permissions, check mobile layout and verify the close path.
- Write the hand-off. Include the allowed origin, where to change the widget settings, who handles support and the current plan limits. Keep server credentials out of page source.
The widget dashboard is where the account owner creates an embed key. An embed key is public and origin-locked; private APIs keep their own server-side authorization.
Make the client hand-off easy to maintain
Give the client a short runbook
List the production URL, selected widget mode, room name or booking link, allowed origins and the browser test that passed. Add the date of the last check.
Separate your service from the product
Quote installation, design, training and support as your own agency services. Link the client to current Meeto pricing for subscription limits and billing.
The widget shows the Powered by Meeto badge on every plan. Participant counts, recording, AI summaries and booking capacity follow the plan; see pricing for the current limits.
Agree partnership terms directly with Meeto
Your implementation, design, training and support work is your own agency service. Partnership terms are agreed directly with Meeto, in writing.
Email Meeto about a client pilot or read the general partner information.
Frequently asked questions
Can an agency install Meeto on a client's website?
Yes. Use the HTML loader, Web Component, WordPress plugin or a framework package. Create an origin-locked public embed key, allow the client's production origin and test the complete call from a second browser before hand-off.
Should an agency use a widget or a booking page?
Use a widget for an immediate call or a shared support destination. Use a booking page when each visitor should choose a time and receive a meeting link for that appointment.
Can an agency sell its own Meeto implementation?
Yes. Sell implementation, training or support as your own agency service, described separately from the Meeto subscription. The widget shows the Powered by Meeto badge on every plan. Partnership terms are agreed directly with Meeto at support@meeto.me.
Who should own the client's Meeto account?
Agree this before implementation. A practical arrangement is for the client to own the account and billing while the agency owns the website integration and a documented hand-off. Keep host secrets with the account owner and out of browser code.
Try it on your next call
Start a meeting and send the link. Guests join from the browser.
- 60-minute meetings on the free plan
- Guests join without an account
Put it to work
Open your Meeto account to set it up, or explore the working product first.