01
Client boundaries stay explicit
Knowledge, customer history, credits, and team access belong to one Workspace.
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 creditsOne-time $1 activation · 100 credits included · No automatic subscription
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.
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01 · Separate
Create one Workspace for each client
Keep Agents, sources, credits, Members, and Conversations inside the correct client boundary.
Client Workspaces
SeparatedNorthstar
2 Agents
Harbor
1 Agent
Juniper
3 Agents
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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
SavedAppearance
Matched
Agent voice
Approved
Knowledge
Connected
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03 · Operate
Route client Conversations to the right people
Assign agency teammates and client Members without exposing unrelated Workspaces.
Client Inbox
AssignedConversation
Northstar
Agency owner
Mira
Client Member
Available
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.
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.
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
Questions before you start
Questions agencies ask about client setup.
How separation, branding, access, and ownership work.
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 creditsOne-time $1 activation · Grounded answers · Human takeover · Cancel anytime