Industry Solution
Run client DMs from separate workspaces under one agency login
Six clients, six native inboxes, and you're the only one who checks all of them.
You manage DMs for several clients. Give each their own workspace instead of sharing one login and one brain.
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The short answer
Agency accounts are set up by our team, not self-serve. Each client gets a separate workspace with its own channels, AI knowledge base and team access, and you switch between them from one login. A console shows counts of unanswered conversations per client. There is no single inbox that merges all clients.
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Where to focus in the interactive demo
Workspace switching
Per-client AI knowledge
Console of unanswered counts
Key facts
- Each client is a separate workspace. Data and AI knowledge never mix.
- A console lists per-client counts: unanswered, AI paused, no channel connected, 30-day AI replies.
- You switch workspaces to read a client's conversations.
How a conversation runs
- 1
Our team provisions the agency account
Contact us; the agency flag is enabled manually.
- 2
Create or link a client workspace
Create a new business workspace, or invite a client who already has one.
- 3
Connect the client's channels
Channels are connected inside each client workspace, not in the agency control workspace.
- 4
Monitor from the console
See which clients have unanswered conversations or AI paused, then open that workspace.
Which plan you need for this
Plan requirements checked against the product code. Meta's own WhatsApp fees are billed to your Meta account and are not in these prices. See pricing for limits.
| Capability | Starter$59/mo | Growth$129/mo | Pro$349/mo |
|---|---|---|---|
| Separate client workspacesAgency accounts are set up by our team, one workspace per client. | Included | Included | Included |
| Instagram DMsOn every plan, including Free. | Included | Included | Included |
| MessengerStarter and above. | Included | Included | Included |
| WhatsApp (official Meta API)Growth and above. Meta's own message fees are billed to your Meta account. | Not included | Included | Included |
| AI replies from your knowledge baseAllowance per month: Starter 10,000, Growth 35,000, Pro 100,000. | Included | Included | Included |
| Team seatsStarter 1, Growth 5, Pro unlimited. | Included | Included | Included |
| CRM syncHubSpot, Pipedrive, Zoho, Notion, Airtable. One-way. | Not included | Not included | Included |
Common pain points
- Account managers jump between native inboxes, spreadsheets and CRM tabs.
- One brand's tone and prices leak into another's replies when a single tool is shared.
- It's hard to see which client has gone quiet.
What the product helps with
- Separate AI knowledge, channels and team access per client.
- A console to spot clients with unanswered messages.
- Per-workspace CRM sync on Pro for clients who need it.
Questions from agencies
Can I run multiple clients from one login?
Yes. Agency accounts create separate client workspaces under one login. Each keeps its own channels, AI knowledge and team access.
Is there one inbox for all my clients?
No. You switch into a client workspace to work its conversations. The agency console only shows counts.
Is the agency account self-serve?
No. Our team enables it after you contact us. The pricing page links to the contact form.
Does each client need their own subscription?
Workspaces you create as an agency are billed through the agency arrangement we set up with you. A client who already has a workspace can be linked and keeps their own plan.
Can a teammate see only one client?
Yes. Access is per workspace, so a teammate added to one client does not see another client's conversations.
When to skip us
If you need one merged inbox across all clients, this is not it: you open each client workspace to work its conversations.
What it does not do
- No merged cross-client inbox.
- How you invoice your own clients is outside Instant Reply.
- White-label branding is not something you can configure today.
Further reading
- Team visibility. Who owns which conversation.
- Shared inbox. One team view for Instagram, WhatsApp and Messenger.
- Pricing. Plan prices and limits.
- Compare Instant Reply with other tools. Sourced side-by-side comparisons.
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Open solutionSee it in context
Open the interactive demo, compare plans, or talk to the team.