Overview
Client Agents is the deal-scoped Platform workspace for a selected client's 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.
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 available roles, 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. 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. Paid list actions use a dedicated Yes or No approval card for authorized staff.
Review workspace tabs
Use Conversation, History, Memory, Files, and Edit when available. Authorized staff can review proposed client-agent actions inline. Delivered files can appear with the run and remain available in Files.
Review client-agent settings as staff
Privileged staff can choose Edit for a selected role agent. Client agents inherit the client-scoped role baseline, with capabilities locked to the selected deal. Client users do not see Edit.
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, 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 Manager, Digital Marketing Manager, and Sales Manager.
- Expert role rows
- Indented focused role agents under their functional manager, such as Campaign Expert, Website Expert, and Sales Deck Expert.
- Conversation / History / Memory / Files / Edit
- Open the workspace area allowed for the selected agent and viewer.
- Inline approval card
- Let authorized staff review a proposed client-agent action and approve or reject it.
- Metrics (Agents submenu)
- Open Agent Metrics for the selected active deal.