Client Agents

Overview

Client Agents is where you chat with AI on the Platform. SalesHive staff use it to manage each client's role agents (Client Manager, Email Specialist, List Building Specialist, SDR Specialist, plus optional Migration Specialist) for whichever client is open in the Platform switcher. External clients see a simpler view: only their personal assistant, locked to their account, with no client switcher or role quartet. Both experiences share the same chat composer, attachments, voice dictation, queued messages, and contextual help. The Agent Dock launcher is hidden on this full-page chat so you are not stacking two composers. Sidebar rows are links: Cmd/Ctrl+click or middle-click opens that agent in a new tab.

How to use this page

1. 1
   Select a client (SalesHive staff)

   Employees use the client dropdown in the top-right header to pick the deal you are working on. If you have Platform access but no client was selected yet, SalesHive auto-picks a default (your first owned deal or SalesHive Testing). Until a client is selected, the page shows a prompt to choose one. Every Active or Onboarding client that has not ended is eligible.

2. 2
   Chat with your personal assistant (client login)

   When you sign in as a client, Platform Client Agents opens directly to your personal assistant. The sidebar shows only My agent (no client switcher, no role rows). On first login, the composer may pre-fill a welcome catch-up you can send or edit. Use Conversation to chat, History for past runs, Memory for your assistant's notes, and Files for deliverables. You do not see Edit or agent settings.

3. 3
   Test visibility as another user (admin)

   If you are an Executive or Admin, the Test visibility panel appears at the top of the sidebar. Pick a teammate from Login as..., confirm, and the page reloads signed in as them on Platform Client Agents. Login as clears any saved client or agent picks first. Use this to verify which clients and role agents a strategist can see. Stop Viewing in the top banner ends impersonation.

4. 4
   Open an agent in a new tab

   Hold Cmd (Mac) or Ctrl (Windows) and click a sidebar row, or middle-click it, to open that agent in a separate browser tab. Normal click still switches in the current tab. Each tab keeps its own ?agentId= URL on /platform/client-agents.

5. 5
   Open a client's role agent (staff)

   Under the {client name} Agents heading, click Client Manager, Email Specialist, List Building Specialist, SDR Specialist, or Migration Specialist when provisioned. Green dot = running. Core role agents enable automatically in Active or Onboarding; Migration Specialist still starts disabled until enabled on Edit.

6. 6
   Chat or run

   Type in the composer to message the agent, or use Run now in the header to trigger a scheduled wake. Attach files with the paperclip. On Edit (executives and admins on staff view), switch client agents between Training and Live to control whether they can take real actions autonomously.

7. 7
   Review memory, files, and history

   Use the header tabs: Conversation to chat, History for past runs, Memory for INSTRUCTIONS and shared client files, and Files for deliverables. Executives and admins on the staff view also get Edit for per-agent settings and Training vs Live. Client logins see Conversation, History, Memory, and Files only.

8. 8
   Approve proposed actions

   When a client agent proposes a client-facing action (for example sending an email), an orange banner appears in the sidebar. Click it to review and approve or reject before anything goes out.

What the buttons do

Test visibility / Login as (admin)

Executive and Admin only on the staff view. Pick an active internal teammate, confirm, and reload Platform Client Agents as that user.

Stop Viewing (impersonation banner)

Ends Login as and reloads Platform Client Agents as yourself.

Client switcher (header, staff only)

Select which client's agents you are managing. Hidden for external client logins (their account is fixed).

My agent / My Agent (sidebar pin)

Your personal assistant. For clients, this is the only sidebar row. For staff, it pins above the client's role rows when you own personal assistants.

{Client name} Agents (section label, staff only)

Heading above the role rows for the open client. Uses the deal name plus Agents (for example, SalesHive Testing Agents). Not shown for external client logins.

Role rows (sidebar, staff only)

Client Manager, Email Specialist, List Building Specialist, and SDR Specialist for the open client. Green dot = running.

Conversation / History / Memory / Files / Edit

Header tabs to chat, browse runs, read memory files, download deliverables, or (executives and admins on staff view only) change agent settings and Training vs Live.

Run now

Trigger an immediate agent run outside its normal schedule.

Training / Live (Edit tab, staff admin)

On Edit for executives and admins on client role agents. Training blocks autonomous writes; Live allows the agent to act without asking first.

Proposed actions banner

Shows when pending client-agent actions need human approval for this client.

Migration Specialist

Optional per-client migration agent when provisioned. Seeded disabled; enable on Edit to run campaign migration for this deal only.

Sidebar agent rows

Links with ?agentId= in the href. Normal click selects in-page; Cmd/Ctrl+click or middle-click opens a new tab.

Welcome catch-up (composer)

After login, a one-time pre-filled question may appear in the composer (for example, a catch-up since your last visit). Send it, edit it, or clear it.

Common questions