Running Sendify across client accounts

Account structure

Install the integration at the agency level, not inside a single client sub account, and allow the app to install automatically into new sub accounts you create. Then use connect locations to pull your client list in and enable only the sub accounts you actually run Sendify for.

Full walkthrough: connecting GoHighLevel.

Lines per client

Give each client dedicated line capacity rather than sharing a pool. Sizing works exactly as it does for a single business, per client: how many lines do I need.

Watch each client's daily usage separately. One client's paid campaign burst should never eat another client's capacity.

One AI per client

Each client needs their own prompt, knowledge, offer, qualification questions, and calendar. Where your account supports importing or cloning an existing AI configuration, start from your best performing setup and then rewrite the client specific parts.

Launching a client

1. 1

   Connect the client's sub account

   Enable it from connect locations.

2. 2

   Build or clone the AI

   Then replace every client specific detail.

3. 3

   Connect the client's calendar

   Confirm availability and the right representative.

4. 4

   Run the launch checklist

   Every client gets their own end to end tests, no exceptions.

5. 5

   Go live and watch week one

   Check response rate, usage, and failures daily at first.