Many clients. One place to work.
Organize the agents, customer context and operations around each client. Keep the agency view close to the delivery.
Moving from a folder of separate accounts?
A more repeatable way to deliver and operate client AI.
An agency runs a portfolio, not just a collection of agent accounts. Client context, access and service ownership need a place in the product.
What you can work with.
Give each client a home
Organize the client’s agents and operating context together. Switch deliberately between the businesses you manage.
Build a repeatable service
Define what must be ready before launch: business knowledge, channel setup, actions, ownership and acceptance cases.
Keep the agency in control
Review who manages the service and who can access the client workspace. Match access to responsibilities.
Make the commercial model clear
Agree on branding, client access and the service your agency provides. Confirm plan-specific options before committing them to a customer.
For the details people
Look under the surface.
Useful questions for your technical evaluation.
- Organization
- Client workspaces and agency oversight.
- Delivery
- Knowledge, agents, channels and workflow configuration.
- Access
- Roles and client-facing availability depend on the plan and setup.
- Commercial setup
- Branding, domains and billing requirements are scoped with the agency.
Bring the difficult case.
Walk through an agency account and a client account. Review what each can see and do before inviting a real client.
Plan a useful evaluationThe work around client operations.
Make it work for your clients.
Build the agent. Connect the work. Make it yours.
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