For agencies and partners
All your clients, in one console
An agency running WhatsApp, chat and robots for several businesses needs to see them all together. In the partner console you open a workspace for a new client, see usage and channel health across clients, get an alert when a channel disconnects, and step in to help only when the client has agreed.
Capabilities marked “Soon” on this page are being built now and will be available to everyone later. This is how they’ll work once they ship. Everything new
Why it matters
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One view of every client
Instead of signing in to each workspace separately, you see them all in one list.
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Know when something breaks
A disconnected channel shows up in your alerts, so you can deal with it fast.
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Access only with the client’s consent
Support access only to clients who turned on consent, for a limited time, with the client notified and everything logged.
What’s inside
Capabilities
- Soon
A partner console
All your clients in one list, with each one’s channels, usage and status. Your team gets access to the console by role, and every action in it is logged.
- A client list with each one’s status
- Your partner team, with roles
- An audit log of everything done in the console
- Soon
A workspace for each client
Open a new client’s own workspace from the console, or link an existing client. An existing client joins only after they approve it, and each client’s data stays in their own workspace.
- Open a new workspace for a client
- Link an existing client, with their approval
- Each client in a separate workspace, with their own data
- The client sees in their settings which partner is linked
- Soon
Usage, channel health and alerts
See for each client how many conversations and messages went through, and whether their channels are connected and healthy. When a channel disconnects or reports a problem, your team gets an alert.
- Usage per client and across all clients
- Each client’s channel status
- Alerts to your partner team
- The roll-up shows numbers and status, not conversation content
- Soon
Support access, only with consent
When a client needs help, you enter their workspace as support: only if the client turned on consent, for a limited time, and with a clear banner on screen showing it’s a support session. The client’s admins are notified, and every action is logged on both sides.
- Consent is off until the client turns it on
- A time limit, checked again on every action
- No access to billing, ownership, roles or invitations
- Every action is logged for the partner and the client before it runs
How it works
From setup to results
- 1
Join as a partner
Talk to us, and we set up a partner console for you.
- 2
Add clients
A new workspace, or link an existing client with their approval.
- 3
Keep track
Usage, channel status and alerts across every client.
- 4
Help when needed
Support access with the client’s consent, for a limited time.
Control, safeguards and privacy
- Consent to support access is off by default, and the client turns it on and off
- Support access never includes billing, ownership, roles or invitations
- The client’s admins are notified of every support session
- A banner on screen shows at all times that it’s a support session
- Every action is logged in both logs, and if logging fails, the action doesn’t run
More in MoreSend
- Campaigns Every customer gets the message on the channel they actually read, at an hour that suits them, and only if they agreed to hear from you.
- Leads and growth Soon A comment on a post becomes a private conversation, an ad lead gets a WhatsApp within a minute, your site chat reaches out at the right moment, happy customers bring friends, and you see the revenue each conversation brought.
- Smart inbox Soon Live translation in the chat, a ⌘K command bar and macros, snooze until the customer replies, internal threads and side conversations, the next step in one click, and an automatic wrap-up to the lead record.
- Voice Soon AI voice agents that know the customer, WhatsApp calls kept in the same chat, “Call me now” from any chat, WhatsApp voice notes the robot understands, reps who answer in the browser, and a summary of every call on the customer record.
- Studio Soon Build a flow from a plain-language description or start from a ready-made pack for your industry, test it on AI customers and real past conversations, and roll it out gradually.
- Robot knowledge Soon The robot learns your whole website, your files and what’s written in Google Drive, Notion, SharePoint and Confluence, stays up to date by itself, and shows where each answer came from.
- AI control Soon Rules the robot won’t cross, clear disclosure to customers, a monthly trust report, an explanation for every reply, and coaching the robot in a single sentence.
- AI assistant Soon An assistant that knows which screen you’re on, answers from the help centre, guides you on the screen itself and acts only with your approval.
- Commerce and payments Soon Sell inside the conversation: product cards, a cart, payment by secure link, quotes signed on the phone, and a personal page where customers see their quotes and payments.
- Bookings Soon A built-in calendar: the robot books, moves and cancels appointments on WhatsApp and by phone, sends a reminder with “1” to confirm and “2” to change, syncs with Google and Outlook, and never books two customers into the same slot.
- Team operations Soon Every conversation reaches the right rep, service targets and shifts that know the Israeli calendar, a live board for the office screen, and QA that turns into coaching.
- API and MCP Soon Your AI assistant or IDE works with MoreSend through an MCP server: find a customer, read a conversation summary, create a lead and send a message, with scoped API keys.
Managing clients on MoreSend?
Tell us about your agency and your clients, and we’ll look together at how the partner console fits.