Connecting a client messaging platform to your AgencyAnalytics account is a seamless way for your clients to contact you or receive your messages directly within their AgencyAnalytics dashboards. Once connected, the messaging tool appears at the bottom right of all client-facing dashboards.

Admin and Staff users will still see the regular AgencyAnalytics support icon to reach AgencyAnalytics support.

AgencyAnalytics currently supports the following client messaging platforms:

Only the Admin of your subscription can connect a client messaging platform through account settings. This option isn't available to other Staff users.

Step 1: Click your profile icon in the lower left corner, then click Settings in the dropdown menu.

Step 2: On the Settings page, click Client Messaging under the Data section to open the Client Messaging page.

Step 3: Click the dropdown menu to select the client messaging platform you want to connect.

Step 4: Enter the code for that platform in the field provided.

Step 5: Optionally, toggle the messaging platform on in Client reports.

Step 6: Click Save in the lower left corner.

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

Once your client messaging platform is connected, any messages your clients send through the messenger will appear there, where your team can handle communications as usual.

You can also 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 😄