Manage every client’s automations — with control and clear reporting
The problem: Each client has their own account, voice and goals. Juggling logins, keeping work organised and proving results to every client takes more effort than the automations themselves.
What you manage
- Separate workspaces
- Roles & permissions
- Audit log
- Insights & message log
- Webhooks
The flow, step by step
What happens from first comment to captured lead
Every step is something you switch on, edit or remove in the builder, with a live preview of exactly what people will receive.
- Step 1 · Trigger
Connect each client’s Instagram account
Clients sign in on Instagram themselves — you never see or store their password. Accounts can be kept in separate workspaces per client.
- Step 2 · DM
Build their flows once, reuse the pattern
Keyword triggers, personalised replies and lead capture are configured per account, with a live phone preview for client approval before activating.
- Step 3 · Tag
Give people the right access
Roles from owner to read-only viewer mean strategists edit, analysts review and clients can watch results without changing anything.
- Step 4 · Insights
Report with real numbers
Triggers, messages sent, delivery rate, leads and link clicks per automation, with a full searchable message log for every client.
- Step 5 · Integration
Feed each client’s own tools
Signed webhooks can send leads into each client’s CRM or sheet, and failures are visible in a delivery log.
- Step 6 · Human
Keep a trail of who changed what
The audit log records changes to automations and accounts, so you can answer “who changed this?” in seconds.
How it helps
What changes for you
One place, many clients
Switch between brands without juggling logins, with each client’s data kept separate.
Safer teamwork
Role-based access and an audit trail let you add team members without losing control.
Proof of results
Per-automation insights and a complete message log make client reporting straightforward.
Getting set up
What you configure
- 1Create a workspace per client (or group them).
- 2Connect each client’s account and invite the right roles.
- 3Build and preview each automation before going live.
- 4Share insights and connect each client’s tools.
Features this flow uses
Good to know. Workspace separation per client is part of the Agency plan. Inviting team members from inside the app is coming soon.
Teams & accountability
Run by a team? Everything is accounted for
Agencies run many clients with many people. Separate workspaces keep clients apart, roles control who can edit, and the audit log answers “who changed this?” in seconds.
An audit log of changes
Creating, editing or deleting an automation, connecting or disconnecting an account, changing integrations and resuming a paused conversation are recorded with who did it and when.
Every message on record
Each comment, reply and DM is logged with its status, the automation and message variant that sent it, and the reason if it failed. Searchable and exportable.
Replies carry a name
When a teammate replies from the inbox it shows “Sent by” their name, and automations pause for that person so only one voice speaks.
The right access for each person
Five roles from owner to read-only viewer decide who can edit, who can reply and who can only look.
Roles for every person on the team
- OwnerFull control of the workspace
- AdminAccounts, integrations, audit log
- EditorBuilds automations, replies to people
- AnalystReads insights and the message log
- ViewerRead-only, e.g. a client or stakeholder
Inviting teammates from inside the app is coming soon.
A mobile app is on the roadmap
Planned · not available yetSo every role can do their part from a phone: editors replying to people who need a human, analysts checking the numbers, and owners keeping an eye on activity.
Other ways teams use DynamicDM
Want this flow for your account?
Request early access and we’ll help you set it up.