01
Workspace isolation
Keep every client Agent, source, Conversation, credit balance, and Plan in a separate boundary.
Removestagging one giant account and hoping nothing crosses into the wrong client.
Agencies
Run client support without mixing client knowledge, brands, or Conversations.
Keep each client in a separate Workspace with its own Agent, sources, Website chat, team access, and customer history.
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Client AClient B
One Workspace per client.
Agent, sources and history stay apart.
Your help center. Your inbox. Your team.
See how it worksAsk how client work stays separate.
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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.
Client Workspaces
SeparatedNorthstar
2 Agents
Harbor
1 Agent
Juniper
3 Agents
Client brand
SavedAppearance
Matched
Agent voice
Approved
Knowledge
Connected
Client Inbox
AssignedConversation
Northstar
Agency owner
Mira
Client Member
Available
WHY IT MATTERS
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.
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.
02
Client specific Widget
Match the support surface, opening copy, and placement to the client website.
Removesshipping the same agency branded chat on every client property.
03
Scoped Member access
Invite agency and client people only to the Workspaces where they should work.
Removessharing broad credentials or exporting Conversations for review.
04
Per client reporting
Review questions, answer gaps, and workload inside the relevant Workspace.
Removesrebuilding client reports from blended exports.
Workspace isolation
Client specific Widget
Scoped Member access
Per client reporting
Used in production
Already answering customer questions.
- Teams building software
- Teams making content
- Teams running everyday tools
- Autoposting
- Vrid
- Niyam
- FAAD Network
- Nimblocity
Pure Digital- QCall
- Serri
- The Medical Insurance Exchange
Proof
One repeatable system. Clear ownership for every client.
The agency can standardize the work without blending the data, brand, or customer experience.
01 · Boundary
One client belongs to one Workspace
Knowledge, Conversations, Members, and billing remain scoped together.
02 · Brand
The customer sees the client experience
Widget appearance and Agent voice match the business receiving the support.
03 · Access
Collaboration stays intentional
Agency and client Members receive only the Workspace access they need.
Compare
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
FAQ
Questions agencies ask about client setup.
How separation, branding, access, and ownership work.
READY WHEN YOU ARE
Keep every client separate from day one.
Connect the client knowledge, match the Widget, and invite only the people who should handle that account.
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