Client assets and responsibilities become mixed.
Work in the intended client workspace and document who owns each sender and asset.
For Agencies
Give each client a clearer messaging workflow.
Help clients prepare templates, campaigns, and response processes while keeping workspace access, business numbers, and responsibility explicit.
See how the workflow works
- Best for
- Marketing agencies, implementation partners, and client account teams
- Start with
- One client workspace and one documented use case
- What becomes clearer
- A clear boundary between client accounts
Is this your day-to-day?
What changes for your team?
A campaign launches without a reply-handling team.
Agree the client's response owners before sending any messages.
Handover depends on a personal chat.
Keep configured journeys, notes, and next steps available to authorised teammates.
How it works
One request. Four clear steps.
Start with a focused journey, agree who owns each step, and test it before expanding.
- 01
Agree the client scope
Define the business owner, workspace, connected number, and team access.
- 02
Prepare the journey
Create the client's templates, audience plan, and response process in the right workspace.
- 03
Test before launch
Review content, permissions, sample variables, and ownership with the client.
- 04
Hand over clearly
Document next actions and review the workspace activity with authorised client teammates.
A customer example
A client launch with a clear response owner
See what your team collects, who takes responsibility, and how the next action stays connected.
Customer request
“Can you help us launch a customer re-engagement campaign?”
- Workspace: the intended client account
- Sender: the client's connected number
- Responses: authorised client teammates
Illustrative scenario, not a live customer conversation. Actions depend on your configuration.
What your team does next
Client account lead- 01
Responsibilities agreed
The client confirms the audience, sender, access, and message purpose.
- 02
Journey reviewed
Templates and sample content are reviewed before the client approves launch.
- 03
Response plan handed over
The people answering replies know their ownership and follow-up process.
The outcome to aim for
Client-specific assets and response responsibilities remain in the correct workspace.
The tools behind the workflow
What helps you get it done?
How do we keep client work organised?
Use the correct client workspace for contacts, senders, templates, and campaign drafts. Access must be authorised for that workspace.
Explore workspace capabilitiesCan we start from reusable drafts?
Use library drafts where appropriate, customise them for the client, and complete the applicable approval steps before sending.
Explore industry use casesCan we offer a custom managed setup?
Discuss your client access, reporting, onboarding, and integration requirements. Do not assume white-labelling or cross-client access is included.
Discuss your agency setupBefore your first live conversation
What do you need to get started?
- 1
Identify the client business owner and authorised users.
- 2
Confirm the correct workspace, business number, and billing responsibility.
- 3
Agree the approval, launch, and customer-response process.
Live messaging requires a connected WhatsApp Business Account and applicable Meta setup and approvals. Workspace subscriptions and Meta messaging charges are separate. Custom integrations and automation need configuration.
Questions, answered
Make the next decision with confidence.
Practical answers about the workflow, setup, and what is not automatic.
Can all client contacts share one workspace?
Do not mix unrelated client data just for convenience. Scope workspace boundaries and authorised access around each client's requirements.
Is a white-label agency portal included?
This page does not promise a white-label portal or reseller billing. Discuss the specific commercial and technical requirements with the team.
Can an agency publish a client's template immediately?
Templates still need the applicable Meta review and approval for the relevant business account before they can be used as required.
Who should answer campaign replies?
Agree this with the client before launch. Give the authorised response team access to the right workspace and document ownership.
Another team involved in the journey?
Your next step
See a workflow built around agencies.
Bring your use case, source systems, and team requirements. We can walk through the setup and the next steps.