Available with limits
Agency client workspaces
For agencies: create and fund client workspaces, choose their products, delegate access, and run playbooks and reports across clients.
The problem
Agencies running operations for many clients juggle a separate account, login and report for each one.
Who uses it
- Agency owners
- Agency account managers
Used by: Operations
How it works
- Add a client and provision its workspace; the client owner is invited by email.
- Choose which products the client workspace has.
- Delegate access to your staff and apply playbooks and branding.
- Report on each client from the agency workspace.
What it does not do today
- Agency custom domains are not yet available.
- Per-client profitability reporting is not yet available.
Connected to
Agency client workspaces works on the same records and history as these parts of the platform.
Client portal
AvailableA portal where your clients see their campaigns, deals, activity, results and recordings, and message your team.
Learn moreWork items and approvals
Available with limitsTasks, tickets and requests as work items with references like TKT-1042, assignees, status history, comments and time logged against them.
Learn moreAnalytics and reporting
Available with limitsCustom dashboards, revenue and funnel reports, agent performance, leaderboards, exports and scheduled email reports.
Learn more