See the portfolio. Open one client at a time.
An agency workspace groups websites into client projects. Your team can move between sites while client members remain scoped to the project assigned to them.
Each site has its own sources, conversations, leads, and knowledge gaps. This separation is useful when different clients use similar terminology but have different services, prices, or policies.
Let the right people improve answers and take chats.
Clients can be given permission to contribute knowledge without gaining the agency’s configuration or billing controls. Approved answers then become part of that site’s knowledge.
An administrator can assign eligible workspace members as live chat specialists for a particular site. Project scope still applies, keeping client conversations with the people authorised to see them.
Ask Sairo and connected AI applications follow those project boundaries. An account can review only its permitted websites. Select the intended client website before preparing a correction, and review each external application’s workspace scope during connection.
- Project-scoped invitations
- Per-site live chat specialists
- Optional client content contribution
- Agency and client branding controls
Roll out with a repeatable checklist.
Start with one client’s verified website. Review sources, configure the assistant, test important questions, and check the widget in the client’s actual theme.
If live chat is enabled, test the site with a specialist online and offline. Add more sites as you learn, choosing coverage and permissions separately for every client.