Industry

Manage client conversations with clear workspace boundaries

Agency teams need repeatable onboarding and a shared view of enquiries while keeping each client’s contacts and channel settings separate.

What goes wrong today

Collect the context your team needs before a human picks up the conversation.

Use a shared inbox so colleagues can see the conversation and its assigned owner.

01
Prepare the client workspace
Connect the intended business account and invite the staff who need access.
02
Build a client-specific flow
Collect service interest and campaign context, then test every branch before publishing.
03
Review and hand over
Assign enquiries to the responsible team and use private notes for internal context.

Yes. Include a human handoff in the flow and use the shared inbox to continue the conversation.

External data requires a configured integration. Confirm the supported API and workflow with the team before deployment.