Connecting a client messaging platform to your AgencyAnalytics account is a seamless way for your clients to contact you or for them to receive your messages directly within AgencyAnalytics dashboards.

Your messaging tool will be shown at the bottom right of all client-facing dashboards. Admin and Staff users will still see our regular AgencyAnalytics support icon, which allows them to reach us.

The table below lists all messaging platforms that we currently support.

The Admin of your subscription can add a client messaging platform via account settings. This option is not available to other Staff users.

To start, hover over the left menu, then click Settings.

On the Settings page, click Client Messaging under Data to open the Client Messaging page.

Next, click the drop-down menu to select the client messaging platform you plan to connect to, then enter the code for that platform.

You can optionally toggle the messaging platform on in Client reports as well. When ready, click Save in the lower left.

Once saved, the connection will be complete, and clients will now see a messaging icon at the bottom right of their screens when viewing their dashboards.

Any messages your clients send through the messenger will appear in your messaging platform, where your team can handle communications like normal.

This also means you'll be able to push out messages across your clients, which they'll be able to view directly in their AgencyAnalytics dashboards!

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄