Multi-client workspaces
Each client gets an isolated workspace — its own agents, sequences, lead lists, and CRM connection. No cross-client leakage, ever.
For agencies
Agencies selling outbound have two problems: delivering volume profitably, and proving to clients exactly what was sent on their behalf. Agent Salesforce is built for both — AI SDR agents per client, guardrails per client, and an activity log that doubles as your client reporting.
The setup
Each client gets an isolated workspace — its own agents, sequences, lead lists, and CRM connection. No cross-client leakage, ever.
Sending runs on each client's own domains and mailboxes, inside per-domain send limits and warmup schedules. One client's reputation never touches another's.
The activity log exports as client-ready reporting: every send, reply, and booked meeting as a structured record. Stop screenshotting dashboards.
Route approval checkpoints to your team, the client's team, or both — per client, per sequence. Clients who want to review every send can; hands-off clients don't have to.
The economics
Manual outbound delivery scales with headcount; the client's retainer doesn't. Agents take the volume work — prospecting, follow-up sequences, qualification, booking — while your strategists run the playbook and the approvals across the whole client book. The activity log answers the question that churns agency clients: "what did you actually do this month?" — with records, not adjectives.
And because every send passes through approval checkpoints, your client's brand is protected by structure, not by your team's vigilance on a Friday afternoon.
Go deeper
Bring one client's motion — we'll show a multi-client workspace with approvals and white-label reporting running in the first call.