Salesmsg Agency Portal

Register for an Agency Portal and offer texting as a solution to other clients.

David Stupek avatar
Written by David Stupek
Updated over a week ago

Sign up for an Agency account to invite new Salesmsg users and manage their account and texting communications through your Agency portal.

Getting Started

Contact our support team to start an Agency account. [email protected]. Once you're set-up, you'll be able to invite other clients to sign up for their Salesmsg accounts.

Inviting Clients to Your Agency Account

  1. Log into your Account

  2. Create a Client

  3. Enter an admin's email address and select a Salesmsg subscription

  4. They'll receive an invite to create their account and once the account has been created, the agency can then manage the admin settings, integrations, webhook triggers, and send texts on their behalf.

Assuming a client's account

To access one of your client's accounts from your Agency portal, locate the client account you wish to access and select Assume Client. You'll have access to:

  • Setting up their Integrations

  • Account Settings

  • 2-way texting

  • Broadcasts

  • Billing

Stop Assuming a client's account

To exit your client accounts, simply click on Stop Assuming and you will be directed back to your Agency Portal.

Setting up client accounts

Follow the article collection below to set up a Salesmsg account with local phone numbers, add team members, set up Auto-Recharge, Integrations, and more.

Additionally, Salesmsg Agency Owners have the flexibility to select their clients desired subscription model and either pay for the client's accounts on their behalf or have their clients pay for Salesmsg themselves upon registration.


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Frequently Asked Questions

Does Salesmsg offer White Label accounts?

Even though you can personalize your dashboard, White Labeling is not something we do at this time. One with Developer resources may be interested in the Salesmsg Public API.

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Need Help? βœ‹πŸ»

Contact us on live chat or send an email to us at [email protected].

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