# For Agencies: run every client’s AI support from one seat · Communicate

> Give each client their own isolated Workspace, Agent, and brand-matched Widget, while you manage every account from a single seat. Onboard a new client in an afternoon. Start with 100 credits.

- **URL:** https://communicate.so/solutions/agencies

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# Run client support without mixing client knowledge, brands, or Conversations.

Customer support for agencies

Keep each client in a separate Workspace with its own Agent, sources, Website chat, team access, and customer history.

[Start with 100 credits](https://app.communicate.so)One-time $1 activation · 100 credits included · No automatic subscription

A website chat preview updates and confirms the saved appearance.Communicate

Website chat preview

Editing

Appearance

Match your website

Position

Bottom right

Support

Usually replies now

Hi. What can I help with?

How do I add a teammate?

Ask a question…

How it works

## Give every client a support system with clear boundaries.

Client work stays easier to operate when brand, knowledge, ownership, and reporting share one boundary.

- 1 01 · Separate ### Create one Workspace for each client Keep Agents, sources, credits, Members, and Conversations inside the correct client boundary. Client Workspaces Separated Northstar 2 Agents Harbor 1 Agent Juniper 3 Agents
- 2 02 · Match ### Configure the support experience for that brand Choose the Widget appearance, customer copy, Agent voice, and trusted sources for the client. Client brand Saved Appearance Matched Agent voice Approved Knowledge Connected
- 3 03 · Operate ### Route client Conversations to the right people Assign agency teammates and client Members without exposing unrelated Workspaces. Client Inbox Assigned Conversation Northstar Agency owner Mira Client Member Available

Client Workspaces

Separated

Northstar

2 Agents

Harbor

1 Agent

Juniper

3 Agents

Client brand

Saved

Appearance

Matched

Agent voice

Approved

Knowledge

Connected

Client Inbox

Assigned

Conversation

Northstar

Agency owner

Mira

Client Member

Available

Every client keeps a distinct support system. Your team keeps one clear way to operate it.Every client keeps a distinct support system. Your team keeps one clear way to operate it.

What changes

## Client separation without a different tool for every account.

The operating model stays consistent while the brand, content, permissions, and Conversations remain client specific.

01

### Client boundaries stay explicit

Knowledge, customer history, credits, and team access belong to one Workspace.

02

### Each customer surface looks intentional

Appearance and Agent voice can match the client instead of the agency tool behind it.

03

### The right people see the right Inbox

Agency teammates and client Members can collaborate without opening unrelated accounts.

The Agent answers first, then Priya joins the same Conversation.Communicate

Shared Inbox

Agent active

Can I move this Workspace to a new owner?

Communicate AI Agent

Ownership changes need a Member to verify both Workspaces. I’ll bring Priya in with this Conversation.

Priya from the team

I have the full history. I’ll verify the transfer details with you here.

Designed for the edge cases

## An agency operating model that remains understandable.

Use the same setup pattern for every client while preserving the separation each relationship requires.

### Workspace isolation

Keep every client Agent, source, Conversation, credit balance, and Plan in a separate boundary.

You stop dealing with: tagging one giant account and hoping nothing crosses into the wrong client.

### Client specific Widget

Match the support surface, opening copy, and placement to the client website.

You stop dealing with: shipping the same agency branded chat on every client property.

### Scoped Member access

Invite agency and client people only to the Workspaces where they should work.

You stop dealing with: sharing broad credentials or exporting Conversations for review.

### Per client reporting

Review questions, answer gaps, and workload inside the relevant Workspace.

You stop dealing with: rebuilding client reports from blended exports.

Separation clients can trust

## One repeatable system. Clear ownership for every client.

The agency can standardize the work without blending the data, brand, or customer experience.

Boundary

### One client belongs to one Workspace

Knowledge, Conversations, Members, and billing remain scoped together.

Brand

### The customer sees the client experience

Widget appearance and Agent voice match the business receiving the support.

Access

### Collaboration stays intentional

Agency and client Members receive only the Workspace access they need.

Choose the agency operating model

## Client Workspaces instead of a blended support account.

Compare how each approach handles separation, brand, access, and reporting.

### Client data boundary

CommunicatePer Workspace

One shared botTags and folders

Separate toolsSeparate accounts

### Client branding

CommunicatePer Widget

One shared botShared template

Separate toolsTool dependent

### Member access

CommunicateWorkspace scoped

One shared botBroad account access

Separate toolsDifferent systems

### Operating consistency

CommunicateOne workflow

One shared botOne account

Separate toolsTool by tool

Decision

Communicate

One shared bot

Separate tools

Client data boundary

Per Workspace

Tags and folders

Separate accounts

Client branding

Per Widget

Shared template

Tool dependent

Member access

Workspace scoped

Broad account access

Different systems

Operating consistency

One workflow

One account

Tool by tool

[Start with 100 credits](https://app.communicate.so)

Questions before you start

## Questions agencies ask about client setup.

How separation, branding, access, and ownership work.

### Should every client have a separate Workspace?

### Can each client have a different Widget appearance?

### Can a client Member join the Inbox?

### Can we report by client?

## Give every client a support system with a clear boundary.

Connect the client knowledge, match the Widget, and invite only the people who should handle that account.

[Start with 100 credits](https://app.communicate.so)One-time $1 activation · Grounded answers · Human takeover · Cancel anytime
