Hi SendPulse community — I’m building WhatsApp chatbots for clients (WhatsApp Business API), and I’m trying to figure out the best operational setup for agencies.
Right now, if I add a client as a team member (even with a restricted/custom role), the invite flow and UI strongly encourages them to create/login to SendPulse. That creates two problems for me:
It makes it look like I’m reselling SendPulse (instead of providing my managed service).
If the client is already set up and sees SendPulse directly, they could bypass me and manage everything on their own.
I know “Agency mode” exists, but it still seems like the client ultimately ends up being invited into SendPulse.
What I’m trying to achieve:
A way for the client to only see an inbox of their WhatsApp conversations (view + reply), without being invited into the SendPulse platform or prompted to sign up.
Questions:
Is there an official SendPulse-supported workflow for agencies to do this?
Can clients get inbox-only access without receiving a SendPulse invite/sign-up prompt?
Is there any white-label / embedded inbox / external portal option for Conversations?
If not, what’s the recommended best practice: keep clients out completely and handle replies as a managed service, or have the client own the SendPulse account and invite the agency?
Any guidance from other agencies or the SendPulse team would be appreciated. Thanks!