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Client Feature Selections

Agencies often want to have the ability to turn certain features on or off for specific clients.

Turn features on/off by client in Agency accounts

Agencies often want to have the ability to turn certain features on or off for specific clients. AI features may benefit one client, but due to privacy concerns may not be a good fit for others.

Another scenario could be that your agency is selling webchat as an upsell and you want to control which locations have access to this feature.

This functionality is available within the Client Feature Selections for Agency account owners.

To find this feature follow the steps below:

  1. Log in to GatherUp or your White-labeled account

  2. Choose Client Feature Selections under the account owner setting in the upper right corner.

  3. On the Client Feature Selection page you’ll have the option to turn on features within two categories: AI Settings and Business Texting.

  4. Click AI Features or Business Texting to open up the preferred suite of tools.

  5. Toggle each section On or Off depending on your preferences.

  6. Once the Toggle is ON you can click the Select clients carrot and a drop-down will appear of all client locations. Select or deselect the locations for which this feature will be turned on.

In the example above we have turned on Suggested Reply for all but 2 clients shown. Below we show the Contacts feature enabled for all clients except for Acme Tools.

Note: Turning the Toggle OFF will turn the feature off for ALL client locations.

Below are helpful guides for features available within Client Feature Selections.

AI Features:

Business Texting