Performance agency conversation inbox
Follow client project conversations and identify the replies waiting on your account team.
- Industry
- Agencies
- Team
- Client services, Marketing, Operations
- Use case
- Client portals, Project management
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Project Chat Admin app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
Use the Project Chat Admin inbox to find the client conversation and its awaiting-reply state. Ordinary replies are shared with the client, while separately marked internal notes remain visible to the team. The Admin inbox is a private operator workspace.
- Client conversation inbox
- Awaiting-reply filter
- Dated messages and reactions
- Project-specific reply composer
How to use this template
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Define the project workflow
Choose the client inputs, delivery responsibilities and decisions this project needs.
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Configure the audience
Confirm the Client and Admin responsibilities, project context and visible information.
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Review access and content
Check project permissions, named owners and configured content before using the app with a client.
Frequently asked questions
Who is this configuration for?
Performance-agency account leads and delivery operators responsible for the client project.
What belongs in this conversation?
Campaign questions, delivery updates, decisions and follow-up context for the selected project.
Who participates?
The configured client and delivery-team participants are shown with the project, subject to their existing app access.
Is an Admin reply private?
An ordinary Admin reply is shared with the client. Separately marked internal notes are not visible to the client; the inbox itself is an internal operator view.
How does the team find a reply that is waiting?
The Admin inbox offers an awaiting-reply filter and a status beside the project conversation.
Can messages include attachments?
The message composer exposes a file attachment control. Availability remains subject to the app and project permissions.