Solutions Agencies
Customer support for every client, from one place.
Create a workspace for each client, set it up with your team, then hand ownership to the client. The client pays for its own plan. Your team keeps the access you agree on and sees every client in one overview.
| Client | Setup | Status |
|---|---|---|
| Apparel store | 5 of 5 | Live, auto-send on |
| Coffee roaster | 4 of 4 | Live, drafts only |
| Skincare brand | 2 of 5 | Setting up |
| Furniture shop | 4 of 4 | Reconnect Zendesk |
How it works
Create your agency
Set up the agency and invite your team. Each person gets a role: owner, admin or member.
Add client workspaces
Create a workspace for a new client, or get access to an existing one. Access is admin, operator or viewer.
Set up, then hand over
Connect the client's channels, tune voice and thresholds, then send the ownership invite. Once accepted, the client's account owns the workspace and pays for its plan.
Keep an eye on every client
One overview shows each client's setup progress, connection health, open escalations and plan.
What you get
Separate client workspaces
Each client keeps its own data, voice and rules. Your team's access is managed in one place.
Setup checklist
See which clients still need a channel, knowledge or automation settings before they go live.
Referred revenue
See the plan revenue of the clients you brought to ReplyBay. Your commission appears here too once partner terms are agreed with you.
Questions
Who pays for the client's plan?
The client. Each client workspace has its own plan, billed to the client's account after the ownership handover.
What can my team do in a client workspace?
What the access level allows: admins manage settings, operators work the inbox, viewers can only read. The client can remove your access at any time.
How does the partner commission work?
We agree the partner terms with each agency before you start. Talk to us and we will walk you through them.
Can clients see each other?
No. Every client is a separate workspace. Only your agency team sees the overview across clients.
Bring your first client.
Tell us about your agency and the clients you support, or create an account and start with one workspace.