Know Reply for Agencies

One platform. All your clients. Cleanly separated.

Agencies use Know Reply to manage AI email agents across multiple clients with separate workspaces, shared billing, and role-based team access.

Create Your First Client Workspace

Key Features for Agencies

Everything you need to turn email replies into results.

🏢

Workspace per Client

Each client gets their own isolated workspace with separate agents, knowledge bases, email accounts, and analytics. No data crosses between clients.

💳

Centralized Billing

One organization, one invoice. Manage all client workspaces under a single billing account. Add or remove workspaces as clients come and go.

👥

Team Access Control

Invite team members with role-based permissions: Owner, Admin, Member, or Viewer. Give clients read-only access to their own analytics without seeing your other accounts.

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Multi-Brand Agents

Each workspace has its own AI agents trained on that client's brand voice, knowledge base, and policies. One platform, completely different personas.

📊

Per-Client Analytics

See performance metrics, sentiment trends, and customer insights for each client separately. Export reports or give clients direct dashboard access.

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Centralized Control

One dashboard to manage all client workspaces. Switch between accounts instantly, monitor performance across clients, and prove your value with clear metrics.

Use Cases

How agencies teams use Know Reply.

Managing 10+ Client Accounts

Create a workspace for each client. Assign account managers as Admins. They configure agents, knowledge bases, and integrations without seeing other clients.

Giving Clients Access to Their Data

Invite clients as Viewers to their own workspace. They see analytics and conversation history but cannot change configuration or access other workspaces.

Scaling Your Team

New hires get Member access to specific workspaces. They can test agents and view dashboards without making changes. Promote to Admin when ready.

Consolidated Billing

One subscription covers all workspaces. Add new clients without new billing relationships. See usage across the organization in one place.

Built for Multi-Client Operations

Agencies operate differently than single brands. You manage multiple clients, each with their own brand voice, customer base, and data privacy requirements. Your team needs access to different accounts at different permission levels. Your clients might want to see their own data without seeing anyone else’s.

Know Reply’s Organization and Workspace model was designed for exactly this.

How It Works

Organizations

An Organization is the top-level container. This is where billing lives. One organization, one subscription, one invoice. You can have multiple workspaces under a single organization.

Workspaces

Each Workspace is a completely isolated environment:

AI Agents trained on that client’s content and voice
Knowledge Base with that client’s website, docs, and FAQs
Email Accounts connected to that client’s domain
Integrations with that client’s Shopify, Stripe, etc.
Analytics showing only that client’s data
Contacts and conversation history

Nothing crosses between workspaces. A support agent in Workspace A cannot see knowledge or conversations from Workspace B.

Roles

Each team member can have different roles in different workspaces:

Role	Capabilities
Owner	Full control: billing, delete workspace, all admin capabilities
Admin	Configure agents, integrations, knowledge base. Invite team members. View all data.
Member	View dashboards and test agents. Cannot change configuration.
Viewer	Read-only access to analytics. Cannot test agents or change settings.

This means your account manager can be an Admin on their assigned clients, a Member on others for visibility, and clients can be Viewers on their own workspace.

Common Agency Setups

Digital Marketing Agency

One workspace per client brand
Account managers as Admins on their clients
Analytics team as Members for cross-client visibility
Clients invited as Viewers to see their own performance

Web Development Shop

Workspace per website/project
Developers as Admins during active development
Client handed Owner role at project handoff
Support team retains Member access for maintenance

Managed Service Provider

Workspace per customer organization
Tiered support: L1 as Members, L2 as Admins
Customer IT contacts as Viewers for transparency
Single billing relationship with MSP

How We Handle Data

Workspace data stays in that workspace. No cross-access between clients.
GDPR compliant
2FA available for all users
Role-based access so you control who sees what

Your client’s data stays in their workspace.

Getting Started

Create your Organization (this happens automatically when you sign up)
Create a Workspace for your first client
Invite team members with appropriate roles
Configure agents, knowledge base, and email accounts
Repeat for each additional client

Most agencies have their first client workspace running in under 30 minutes.

Ready to Get Started?

One dashboard. All your clients. Complete data isolation.

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