- The agency owns the thread
- Per-client access control
- Sign-offs with a named approver
- SLA tracking & breach alerts
- Workspace isolation per account
- Resell it to your own clients
Pipeline & New Business
Every enquiry answered while it is still warm
Most agency leads are lost to latency, not to a competitor’s pitch. An AI agent picks up the enquiry the moment it lands — from the site, an ad, a referral or a marketplace listing — scopes it conversationally, and books the discovery call before anyone has opened their inbox.
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Scoped before an account lead touches it
Engagement type, rough budget band, timeline, existing stack and decision process captured in the thread. Your senior people spend their calls on work worth winning instead of qualifying out.
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Discovery calls booked without the email thread
The agent offers real slots from the right person’s calendar, in the prospect’s time zone, and confirms in chat. No four-message exchange to find a Tuesday.
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Proposal follow-up that does not depend on memory
When a proposal goes out, the sequence starts on its own — a check-in, a nudge, an offer to walk through it. Deals stop dying in the silence between send and signature.
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RFPs routed to the right practice
Commerce, cloud, data, design or managed services — enquiries reach the lead who actually owns that capability, with the qualification summary already attached.
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Referrals land on the company number
The best agency pipeline arrives as “a friend said to message you”. That message should reach the business, not sit unread on one person’s phone over a weekend.
Roughly what does the current stack look like?09:12 pm
She has Thursday 11:00 or Friday 4:00 — both IST. Which suits?09:16 pm
- EngagementReplatform · fixed scope
- Budget band₹40–60L · approved
- TimelineLive before festive
- OwnerMeera D. · notified
- Response timeUnder 2 minutes
Client Onboarding
Get the first two weeks back on the clock
Every engagement starts the same way: a kickoff call, then a fortnight of chasing brand files, analytics access, a purchase order and someone’s approval on the content. It is unbilled, it is invisible in your utilisation numbers, and it is entirely automatable.
Kickoff, coordinated
Attendees confirmed, agenda circulated, pre-reads acknowledged and the recording plus AI summary posted back into the thread afterwards.
Assets and brand files
Logos, fonts, guidelines, product imagery and copy requested one item at a time. Wrong format or missing file, and the agent asks again — without an account manager having to send the awkward third reminder.
Access and credentials
Analytics, ad accounts, DNS, repositories, staging environments. The agent tracks what is still outstanding and who owns it on the client side — and credentials go into your secrets workflow, never into a chat bubble.
Contract, PO and billing
Signed SOW, purchase order number, billing contact and tax details collected up front — so the first invoice does not become the first difficult conversation.
Onboarding — Northwind Retail Day 4 of 10 · Commerce replatform
RunningDelivery Communication
Status, approvals and sign-off in one searchable place
Right now this lives in a dozen client WhatsApp groups that nobody can search, nobody can audit, and nobody can hand over. The conversation is the delivery experience — it deserves the same rigour as the code.
- Status without the standup
Sprint and milestone updates go out on a schedule, drawn from your project tool rather than retyped by an account manager on a Friday evening.
- Approvals with a name and a timestamp
Design reviews, content sign-off, go-live authorisation. Who approved what, when, and against which version — recorded, not remembered.
- Escalation paths that work at 11pm
A production issue reaches the on-call engineer through a defined route, with the client kept informed automatically rather than by whoever happens to be awake.
- Launch coordination
Go-live checklists, cutover windows, freeze notices and rollback confirmations run as a workflow, with every acknowledgement captured.
Scope disputes are rarely about what was built. They are about what someone believed had been agreed in a chat nobody kept. This is the difference between “we discussed it” and an evidenced decision with a name against it.
Sign-offs — Sprint 14 Northwind Retail · commerce replatform
4 of 5Support & SLA
SLAs you can prove, not estimate
Your managed-services contract commits to a response time. If tickets arrive over chat — and they do, whatever the contract says about the portal — then the clock starts in a place your reporting cannot see. Put intake where clients already are, and measure it properly.
Intake on the channel they use
A client reporting an outage will message the person they know before they open a portal. That message becomes a ticket with a severity, an owner and a running clock.
Breach alerting before, not after
The alert fires while there is still time to act. Escalation is automatic at each threshold, so a missed SLA is a decision someone made rather than something you discover in the monthly report.
Routing by severity, not by who is free
A P1 reaches the on-call engineer directly. A cosmetic request waits for the next sprint. The routing rules are yours, applied consistently at 3am as well as at 3pm.
Pick up an incident mid-thread
An account lead joining a live incident gets an AI summary of the two hundred messages so far — what broke, what has been tried, what the client has been told — instead of scrolling.
Open tickets Managed services · all accounts
LiveRetention & Account Growth
The renewal conversation should not be the first one in months
Retainers rarely end in a decision. They end in drift — a quiet quarter, a champion who moved on, a renewal date nobody diarised. The moments that protect and grow an account are predictable, which means they can be worked deliberately.
Retainer renewals worked early
The sequence starts sixty days out, not the week before — a value recap drawn from the quarter’s delivered work, then the commercial conversation, with time to actually have it.
Scope expansion at the right moment
The best time to discuss the next phase is the week something shipped well. Milestone completion triggers the conversation while the goodwill is fresh, rather than at the next quarterly review.
Reviews that actually get scheduled
Quarterly business reviews booked from the thread, with the AI summary of the quarter’s conversations, escalations and sign-offs assembled before anyone opens a slide deck.
Dormant accounts re-opened
A past client who has not been contacted in six months is pipeline, not history. Re-engagement runs on the same number and the same thread the last engagement ended on.
Governance & Continuity
Your client relationships should not live on someone’s personal phone
In most agencies they do. The account manager has the client saved, the history is in their chat backup, and the commitments made over two years exist nowhere else. When they resign, all of it leaves through the front door with them — and there is no policy that fixes it after the fact.
The agency owns the number and the thread
Clients message the business. Every conversation, file and commitment stays in the platform, so an offboarding is a permissions change rather than an act of trust.
Access scoped to the account
A designer on one client’s brand work has no reason to read another client’s commercial thread. Roles are per account, and every access event is attributable to a named user.
Every commitment on record
Approvals, scope decisions and deadline changes are retained with the message they were made in. When a scope dispute arrives at the end of a project, you have evidence rather than recollection.
An answer for their procurement team
Enterprise clients ask where their confidential material sits, who can reach it and what the audit trail looks like. “In our team’s WhatsApp” loses deals. A governed system with role-based access and retention policy does not.
Churn signals before the renewal
Conversational analytics reads tone, response latency and complaint themes across every account — surfacing the client who has quietly stopped being happy while there is still a quarter to fix it.
Handovers the client never feels
A new account lead opens the same thread with a summary of every prior conversation, commitment and escalation. The client is not asked to explain their own history back to you.
The account that goes quiet is the one you lose
Nobody files a complaint before they leave. They reply more slowly, they stop looping in their team, and the tone flattens. Those signals sit in conversations no one has time to read — unless something is reading all of them.
Account signals All client conversations, last 30 days
Scoring 100%Build On It · Resell It
Or sell it to your own clients
Half the agencies reading this page are not only buyers. You are already the team your clients ask when they want WhatsApp automation built, and you are already implementing someone’s platform to do it. It may as well be one you have a commercial relationship with.
- Refer, resell or implement — whichever model fits how you sell
- Build client solutions on the same Agent Studio, Bot Studio and SDK your own team uses
- Manage every client workspace from one console, with isolation between them
- Recurring margin on a platform your clients keep paying for, not a one-off build fee
What changes
Where the leverage shows up
- < 15 minfirst response on inbound enquiries, including evenings and across time zones
- 40–50%less time spent chasing assets, access and approvals during onboarding
- 100%of sign-offs captured with a named approver, a timestamp and the version approved
- Zeroclient history lost when an account manager leaves the business
Illustrative ranges modelled on common deployment patterns for this class of workflow. They are not measured results from a named customer, and your own numbers will depend on service mix, team structure and what you already automate.
Questions we get asked first
The practical objections
Short answers here; your technical and commercial teams get the full detail during evaluation.
Is this just another inbox for the team to ignore?
Fair question, and the honest answer is that it is only worth it if it replaces something. What it replaces is the sprawl of individual client chats on personal phones — which is not a system anyone can search, report on or hand over. Internal coordination stays wherever it already lives; this is for the conversation with the client, which is exactly the one you cannot afford to keep unmanaged.
Does it integrate with our CRM, project tool and ticketing system?
Three ways, usually combined. The Embedded SDK drops the unified inbox into your CRM so account managers work in one place. APIs and webhooks move events both directions with project and ticketing tools — ticket created, status changed, sprint closed, SLA clock started. And AI agents can call your systems as tools during a conversation, so a status answer is read live from the system of record rather than from something a human retyped.
Can we keep each client’s data separate?
Yes — that is the point of the per-account model. Workspaces are isolated, roles are scoped per account, and someone staffed on one client has no visibility into another’s threads, files or commercial discussions. Access events are attributable to a named user, which matters when a client asks you to evidence it.
Our clients are strict about confidentiality. Where does their material sit?
In the platform, under a retention policy you configure, with data residency options where the jurisdiction matters. The comparison worth making is not against an idealised alternative — it is against the status quo, where client material sits in personal chat backups on devices you do not control and cannot wipe. Credentials and secrets should still go through your existing secrets workflow rather than a chat thread, and the onboarding agent is built to ask for them that way.
Is pricing per seat or per conversation?
Plans are on the pricing page, and the shape depends on whether your volume comes from many conversations or many people handling them — those are different businesses. An agency with fifteen account managers and steady client volume prices differently from a managed-services team with a small on-call rota and high ticket counts. Worth a scoping conversation rather than a guess.
Can we resell or white-label this to our clients?
Reselling and implementation partnerships run through the channel partner program, which covers referral, resale and build-on-top models. What is available under each — including how far the client-facing experience can carry your branding rather than ours — is set by the partner tier, so treat that as a conversation with the partner team rather than a promise made on a web page.
Our team and clients are spread across time zones. How does that work?
AI agents answer at any hour, in the client’s language, and hand off to a human with full context when the request needs one. Routing respects working hours per team, so an overnight P1 reaches the on-call engineer while a cosmetic request waits for the morning. Scheduling offers slots in the client’s time zone rather than yours, which removes the most common source of booking friction.