Overview
Client Agents is the deal-scoped Platform workspace for a selected client's complete available Agent Director, functional managers, focused experts, or a client user's personal assistant. Signed client members use the same Client workspace profile, while prospect users remain onboarding-only. Agent Director is the default staff conversation when available. The roster makes the hierarchy clear with a top-level Director, highlighted Manager rows, and indented Expert rows, including specialty roles such as Website, SEO, Social Media, Newsletter, Video, and Sales Deck when provisioned. Client replies are presented as a clean continuous transcript without repeated response headers or blank placeholder rows. When an eligible conversation stays open, newly persisted agent handoffs and status updates refresh without a manual reload. Where staff approval controls are available, the composer keeps the preference close to the request. Managed role capabilities stay policy-controlled. For staff, Memory is a focused editor for the available client context and editable role instructions.
How to use this page
Select a deal
Staff use the client switcher to choose the deal that scopes the workspace. A signed client with multiple active memberships can choose one of those permitted deals. When staff switch deals, the current role is carried to the new deal when it is provisioned there.
Open a client agent
Staff see the selected deal's complete available role catalog, grouped by function. Agent Director opens by default when available. It is the top-level conversation for the client program. Outbound, Digital Marketing, and Sales Managers appear as highlighted leadership rows, with their focused experts indented beneath them. Specialty experts such as Website, SEO, Social Media, Newsletter, Video, and Sales Deck appear when provisioned. Select a manager for the function or an expert for focused work.
Chat or run
Use the composer to send a request, dictate, attach a supported file, or start a focused run. The selected agent follows its centrally managed profile. Client replies appear in one stable transcript column without a repeated agent name or response label. While the agent begins a response, Working appears until visible content arrives. Paid list actions use a dedicated Yes or No approval card for authorized staff.
Choose how client changes are approved
Where it is available to staff, the shield control at the lower left of the composer shows Ask me or Approve for me. Open the menu to choose the preference. Ask me keeps every client change in chat for approval. Approve for me lets routine updates run automatically, while significant campaign, sending, bulk, and paid actions still ask in chat.
Review workspace tabs
Use Conversation, History, Memory, Files, and Setup when available. Authorized staff can review proposed client-agent actions inline. Delivered files can appear with the run and remain available in Files.
Edit available client memory as staff
Open Memory to work with client-context files and the role instructions available for editing. Select a file, update it, and use Save. Centrally managed role instruction layers and combined effective-memory previews are not displayed in this workspace. Setup shows the managed runtime, role, automation, status, memory location, and capability policy. Per-agent tools, scope, triggers, and list access are not changed here.
Read conversation status rows
Empty assistant placeholders stay hidden while a reply starts, so the conversation does not show a blank response row. Operational rows use the neutral System notice label when they are not a verified agent-to-agent handoff. A recorded handoff uses Messaged agent. Internal session-version markers are hidden from the conversation. When you leave an eligible conversation open, newly persisted handoffs and status updates appear automatically. If you are reading earlier messages, the view keeps your place instead of pulling you to the latest update.
Use a client-visible role agent
Signed client members can select an approved role agent from the current deal and use its conversation, History, Files, and Start fresh controls. Staff-only Memory, Setup, approval controls, Run now, and enable or pause controls are hidden. Prospect users use their onboarding experience instead.
What the buttons do
- Client switcher
- Select an active permitted deal that scopes the workspace and carries the current role when available.
- Agent Director
- The top-level selected-client conversation, opened by default for staff when available.
- Manager role rows
- Highlighted functional leadership rows, including Outbound Marketing Manager, Inbound Marketing Manager, and Sales Operations Manager.
- Expert role rows
- Indented focused role agents under their functional manager, including core and specialty roles such as Website, SEO, Social Media, Newsletter, Video, and Sales Deck.
- Conversation / History / Memory / Files / Setup
- Open the workspace area allowed for the selected agent and viewer. Memory shows the client files and role instructions available to edit, while Setup is the policy-controlled configuration summary for privileged staff.
- Ask me / Approve for me
- For eligible staff conversations, opens the composer approval menu. Ask me requires chat approval for every client change; Approve for me allows routine updates but retains approval for significant, sending, bulk, and paid actions.
- Save
- Saves an edited file in the available client-memory editor.
- Inline approval card
- Lets authorized staff review a proposed client-agent action and approve or reject it.
- Working
- Shows briefly while a client-agent response has started but has not produced visible content.
- System notice
- Identifies an operational transcript row that is not a verified agent-to-agent handoff.
- Messaged agent
- Identifies a handoff when a recipient agent is recorded.
- Metrics (Agents submenu)
- Open Agent Metrics for the selected active deal.