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WhatsApp for agencies

Run WhatsApp for every client, each in its own isolated workspace

One login, many companies. Give each client their own numbers, contacts, templates, plan and reporting, and let your team move between them in a click.

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Everything an agency needs

One login, many companies

Create and switch between client companies, each with its own plan, billing, contacts and WhatsApp numbers.

Isolation by design

Every company's data is separated at the database level, so clients never see each other's.

Team and roles

Add teammates to the clients they serve, with roles and optional number-level access.

Reusable flow building

Describe a client's flow in plain language and let AI draft it, then refine it in the builder.

Campaigns per client

Templates, segments and scheduling for each client with delivery, read and reply tracking.

Reporting you can share

Per-campaign results and exports you can use in your client reviews.

Onboarding a new client

  1. 1

    Create the workspace

    Add a company for the client and choose their plan.

  2. 2

    Connect their number

    Link the client's WhatsApp Business Account and phone number.

  3. 3

    Import and consent

    Bring in their contacts with opt-in evidence, and create segments.

  4. 4

    Launch and report

    Submit templates, start flows and campaigns, then share results.

5 agency use cases, with examples

Examples are illustrative of the kinds of programmes agencies run for clients.

1

Real-estate lead qualification

A property developer client

Capture enquiries from ads, ask budget and location, and route hot leads to the sales team.

What you set up

  • Trigger: click-to-chat message or keyword
  • Questions: budget, location, timeline
  • Qualify lead step scores hot, warm or cold
  • Hot leads assigned and notified

The flow behind it

  1. Incoming message
  2. Ask a question
  3. Ask a question
  4. Qualify lead
  5. Assign to agent

Result: The client's sales team receives scored, qualified leads instead of raw enquiries.

Example conversation
2

Retail festival campaigns

A multi-store retail client

Segment customers, schedule sale announcements and measure delivery and read rates.

What you set up

  • Segments by city and past purchase tag
  • Marketing templates per audience
  • Scheduled sends from the client's number

The flow behind it

  1. Campaign reply
  2. Detect intent
  3. Send message
  4. Assign to agent

Result: A repeatable campaign playbook for every festival.

Example conversation
3

Coaching webinar funnel

An education or coaching client

Register, remind and follow up webinar attendees automatically.

What you set up

  • Group for registrants
  • Reminder templates for 1 day and 1 hour before
  • Follow-up flow for attendees and no-shows

The flow behind it

  1. Scheduled: daily
  2. Send approved template
  3. Wait for response
  4. Match response
  5. Add tag

Result: Higher turnout, and a clear list of who to follow up.

Example conversation
4

Restaurant order and booking updates

A restaurant or cloud-kitchen client

Confirm bookings, send order updates and answer menu questions with an AI assistant.

What you set up

  • Utility templates for booking and order status
  • Knowledge base with menu, timings and policies
  • Handoff to staff for special requests

The flow behind it

  1. Incoming message
  2. Answer from knowledge
  3. If / else
  4. Escalate to human

Result: Faster answers for guests and fewer calls for the restaurant.

Example conversation
5

Monthly client reporting

Every client

Show clients what happened: messages sent, delivered, read and replied, and the leads created.

What you set up

  • Per-campaign analytics for each client company
  • CSV exports of contacts and results
  • Regular review notes in your own deck

The flow behind it

  1. Scheduled: monthly
  2. Notify team
  3. Send message

Result: Clear proof of value, which makes renewals easier.

Example conversation

Before and after

A tool per client

  • Separate logins and spreadsheets for every client
  • Flows rebuilt from scratch each time
  • Unclear who can see which client's chats
  • Reports assembled by hand

With the platform

  • One login, one workspace per client
  • AI-drafted flows to start from
  • Roles and number access per teammate
  • Per-client campaign results ready to share

Your setup checklist

  • Create a company per client and pick the right plan
  • Connect each client's own WhatsApp number
  • Add teammates only to the clients they serve
  • Keep consent evidence for every client's contacts
  • Use client-specific templates and flows, never shared data

Frequently asked questions

Can clients log in themselves?

Yes. Add the client's team to their own company with a suitable role.

Is client data kept separate?

Yes. Each company's data is isolated at the database level.

Does each client need their own number?

Yes. Each company connects its own WhatsApp Business Account and phone number.

How is billing handled?

Each company has its own plan and billing, so you can pass costs through or bill clients yourself.

Win more clients with WhatsApp

Start a free trial and create your first client workspace.

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