Agency Spending

Prerequisites Before you start, make sure you have: An active CRM account with administrative rights. A valid WhatsApp number for linking. Step 1: Register for Integration 1. Start the Registration Process: Go to the WhatsApp integration platform and choose the free trial option. 2. Fill Out the Form: Enter details such as your agency owner’s name, country code (without leading zeros), and email address. 3. Get Location Information: In your CRM, navigate to the sub-account settings to copy the business profile name and location ID. 4. Complete Registration: Click "Register Now" to finalize the process. Step 2: Link Your CRM 1. Log In to Your CRM: Access your CRM and select the sub-account where you want to add WhatsApp. 2. Enable WhatsApp Gateway: Make sure the WhatsApp gateway is selected and proceed with the integration. Step 3: Finish the Setup 1. Check for Confirmation: After adding the application, you will receive a confirmation link via WhatsApp and email. 2. Add the Link: Copy the provided link and integrate it into the custom menu links in your CRM settings, making it accessible to all accounts. 3. Verify Integration: Find the WhatsApp icon in your CRM, scan the QR code with your WhatsApp number (you might need to do this twice for verification). Step 4: Set Up Messaging 1. Verify Connection: Go to "Phone Numbers" in your CRM settings to confirm the WhatsApp gateway connection. 2. Make WhatsApp Default: Set WhatsApp as your primary messaging provider and save your changes. 3. Start Messaging: You can now access your contact list within the CRM and send messages via WhatsApp. Common Issues and Solutions WhatsApp Integration Not Visible: Ensure that all steps have been followed and the integration link is correctly added. Contact support if the issue persists. Changing the WhatsApp Number: To update the linked WhatsApp number, scan a new QR code with the updated number.

The "Login As User" feature provides Agency Admins with the capability to access a sub-account without needing the user's login credentials. This tool simplifies user management by allowing admins to directly access and modify user accounts as if they were the user themselves, streamlining tasks such as adjustments, troubleshooting, and updates. Important Note: This functionality is available exclusively to Agency Admins. Users with other roles do not have access to this feature. How to Use the "Login As User" Feature 1. Accessing the Functionality: Click on your profile icon in the upper right corner of your CRM dashboard. The option to "Login As User" will be listed beneath your name and email.  2. Finding a User: Use the search tool to locate the user account you want to access. You can search by email address, name, or other identifiers associated with the user.  3. Switching Accounts: After finding the desired user, select their account to log in as them. If the user only has access to specific locations, your session will be limited to those areas. 4. Returning to Admin Account: To switch back to your admin account, use the "Switch to My Account" option, which will return you to your own profile from the user's session.  Use Cases and Practical Examples Profile Adjustments: For instance, if a user needs a minor update, such as fixing a typo, you can log in as that user to make the change directly, eliminating the need for direct user involvement. Audit Trail: All modifications made while logged in as a user are recorded in the audit logs under the user's profile. This ensures a clear record of changes. Common Questions Can I access multiple accounts if logged in as a location-specific user? No, your access is restricted to the location associated with the user account you're logged in as. How are changes logged? Any adjustments made while logged in as a user are documented under the user's name in the audit logs. Future updates may include detailed logs indicating which admin made the changes.

How to Monitor Your Agency's Credit Balance 1. Switch to Agency View: Start by selecting the "Agency View" from the top left corner of your CRM dashboard. 2. Navigate to Settings: Click on "Settings" in the Agency View. 3. Access Billing Information: Go to the "Billing" tab and select "Wallet & Transactions." Credit Balance : Overview Your credit balance, also known as your "wallet," reflects the available funds for communication services. Costs related to SMS, calls, voicemail drops, emails, or WhatsApp messages are deducted from this balance as you use these features. Reviewing Spending History 1. Detailed Transactions: To view your spending history, click on the "Detailed Transactions" tab halfway down the page. 2. Transaction Overview: This section provides a detailed overview of all transactions across your sub-accounts (locations) and a summary of spending over the past three months, categorized by type. 3. Drill Down into Details: For specific transaction details, click on the transaction ID in the log table.   Managing Automatic Card Charges Your card will be charged automatically according to the rules set on the "Agency Settings" -> "Billing" page. When your balance drops below a specified threshold, your card will be charged to replenish the funds, ensuring you maintain a positive balance. 1. Default Scenario: If your balance falls below $10, your card will be charged $10, bringing your balance back up to $20. 2. Alternative Scenario: If your balance drops below $50, your card will be charged $200 to restore your balance to $250. Handling Card Payment Failures If a charge to your credit card fails, all agency admins will be notified. Note that if your credit balance falls below zero, communication services like SMS, calls, and emails may be disrupted. Client Rebilling with LC Communications For agencies on the Pro plan or higher, LC Communications provides a robust solution for rebilling clients, particularly suited for SaaS environments: Immediate Billing: Billing occurs in real-time without delays from webhooks. Built-in Ramp: New sub-accounts have a built-in ramp to avoid rapid cost increases, improving cash flow. Error Monitoring: We track error rates and bounce rates to manage contact lists effectively. Opt-Out Monitoring: We monitor opt-outs and unsubscribes to reduce spam issues. Complaint Tracking: We monitor carrier complaints and policy violations to protect your sender reputation. Rebilling with SaaS Mode For Pro plan or higher subscribers, rebilling clients is simplified using SaaS Mode. This mode supports both phone and email rebilling and allows you to add a markup to generate profits. Note that carrier and A2P 10DLC charges are not marked up, so earnings might not always reflect exact multiples of expenses. Invoice Handling: CRM will invoice you for usage and your clients will receive invoices from you, featuring your logo and branding. This system operates on a prepaid basis, ensuring you collect funds upfront and maintain positive cash flow.

Once you've created your template, you can easily duplicate it with the following steps: 1. Access the Template Library: Begin from the agency dashboard and go to the "Template Library" section. Then, proceed to "My Templates." 2. Select the Template: Find the template you want to duplicate. Hover over it to reveal additional options, and click on the three-dot menu that appears. 3. Clone the Template: Choose the "Clone Template" option from the menu and confirm your selection to create a copy.   Your cloned template is now ready. You can make modifications to this new version independently of the original. Adjust descriptions and details as needed, and select "Publish" to finalize and save your changes. Common Issues and Solutions Can't Find the Clone Option: Make sure you are using a SAS Pro account, as the cloning feature is available only with this subscription. Cloning a Template from Others: Yes, you can duplicate templates created by others within your agency's Template Library, provided you have access. Does Cloning Duplicate Data?: Cloning replicates the template's structure and design but does not copy specific data or content. You will need to update or add content in the new template as necessary.