Guide · Dan Latham · Updated 16 September 2026

A walk through the agency workspace

Start at the client list. Open a client. Website Chat, WhatsApp, Instagram, and AI Forms are deployments on that client — not separate products you buy again. Knowledge, conversations, Contact Requests, handover, and insights stay attached.

A walk through the agency workspace

Agency view

Portfolio, branding, billing, support. This is not what the client sees.

Client view, for you

Deployments, knowledge, conversations, routing. This is the operating surface your team uses daily.

Client view, for them

The portal: conversations, leads, reports, and operator work under your agency name. That split is the product.

See it as a visitor would

The homepage is the same system, cropped.

Client deployment checklistClient onboarding for an AI serviceMonthly client reportWebsite install checklist

Sell the service.

Keep the infrastructure.

Create an agency workspace