Performance agency project conversation
Keep campaign questions, delivery updates and decisions in one shared project conversation.
- Industry
- Agencies
- Team
- Client services, Marketing
- Use case
- Client portals, Project management
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Project Chat Client app
App · Primary app configured for the performance-agency profile
Overview
What this template supports
The Project Chat Client app keeps the account conversation beside its project context and named participants. Campaign pacing, creative reviews, report qualifications and launch decisions remain visible in the dated message history.
- Shared project message history
- Participant and project context
- Message reactions
- Messages with file attachments
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 clients and account teams working together on campaign delivery.
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?
No. The Admin workspace labels this as a conversation shared with 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.