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

Choose delivery for each client separately. Clients with fewer than 50 new leads per day who do not need a specific area code can enter The Pool with no hardware fee. Clients that need a local area code or expect higher volume use dedicated capacity.

Each client still keeps separate AI settings, CRM data, calendars, and reporting. For dedicated clients, use the same sizing process as a single business in how many lines do I need.

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.