Running client workspaces

Running agents for several clients: one workspace each, and tools to look after them all.

Weekly report

A Monday-morning email to the client with last week's calls, bookings, results by agent and how calls ended. Set who gets it in Settings.

Branding

The client's name, logo and colour in the side panel and emails, and on the sign-in page through their own domain. Settings › Branding.

Own Twilio account

Moves the client's numbers, calls and texts into a Twilio subaccount of their own, billed separately. Settings › Twilio account.

Pricing

What the client pays per minute, for the Usage page and margins. Settings › Pricing.