WhatsApp & AI Automation for Agencies: Manage Every Client | Omni
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Omni for agencies

Sell AI & WhatsApp Automation to Every Client. Keep Them Longer

Your clients’ leads go cold in their WhatsApp, Instagram and Messenger. Run every client from one Omni account, with an AI assistant that answers in seconds, automations that qualify and follow up, campaigns and reports that prove your work. Add it as a monthly service, and let our team set your clients up with you.

  1. A new retainerSell WhatsApp, AI & automation to every client
  2. Every client, one loginA workspace per client, switch in one click
  3. Set up for youOur team onboards your clients with you

For marketing, ads, social, web, SEO, automation and lead-gen agencies.

Product simulation · example agency and clients

From new client to monthly retainer

Onboard a client once. Bill it every month.

Watch an agency add a new client, connect their channels, train their AI, switch on automations and show the results, all from one Omni account.

Add the client

Example agency, example client and sample data. Meta’s own verification can add time to real setups.

Book an Agency CallShort on time? Our team sets your first clients up with you.
Retainer calculator

What could one new service add to your agency?

Your clients already pay you for ads, posts or websites. Add AI + WhatsApp automation as a monthly service and see what it adds up to.

New recurring revenue$4,000 /month
Per year$48,000Setup fees$5,000

Your prices, your estimate. It doesn’t include your Omni plan; see pricing or ask us about the right setup for your client count.

01

Use case 1 of 9

Make every ad lead count

Leads from the ads you run get answered in seconds and qualified, so your campaigns finally show results.

Ad lead response

Your ads bring the leads. Omni makes sure they convert.

Most ad leads go cold because nobody replies fast enough, and the client blames the ads. With Omni, every click-to-WhatsApp, Instagram or Messenger lead is answered in seconds, qualified with a few taps and handed to your client’s team.

  • Replies in seconds, 24/7
  • Qualified with tap-to-answer
  • Tagged by goal & timing
  • Handed to the client’s team
  • Follow-ups for quiet leads
  • Results you can report

Your ad brings in a lead

Put this on your proposal“Every lead from your ads answered within seconds, day and night, and qualified before your team calls.”
02

Use case 2 of 9

An AI assistant for every client

Trained on each client’s own website and documents, tested privately, then switched on.

AI assistants

An AI assistant for every client, trained on their business

Pick a template, add the client’s website and documents, test it in a private playground and switch it on. Each assistant answers only from its own client’s content, on WhatsApp, Instagram and Messenger.

  • Ready-made templates
  • Learns from their website
  • Price lists & documents
  • Private playground
  • Separate per client
  • Hands over to people

Pick a template per client

Put this on your proposal“A 24/7 assistant that knows your prices, hours and services, and passes anything important to your team.”
03

Use case 3 of 9

Automations in minutes, not weeks

Start from templates or describe the flow in a sentence. Reuse the same playbook for every client.

Automations

Build your playbook once. Roll it out to every client.

Start from built-in templates such as “Welcome & onboard new contacts” and “Instant reply & human handoff”, or describe a flow in one sentence and let the AI draft it. Your agency’s know-how becomes a repeatable setup.

  • Built-in templates
  • AI drafts flows from a sentence
  • Questions & conditions
  • Tags & assignments
  • Waits & follow-ups
  • Webhooks to other tools

Write your playbook once

Put this on your proposal“Automated welcome, qualification, follow-up and review messages, built around how your business works.”
04

Use case 4 of 9

Campaigns as a monthly service

WhatsApp broadcasts to the right customers, sent from each client’s own number.

WhatsApp campaigns

Sell campaigns as a monthly service

Pick the client’s customers by tag, use a template approved by Meta and send from the client’s own WhatsApp number. Opted-out contacts are skipped, delivery is tracked, and replies land in the client’s inbox where the AI picks them up.

  • Segments by tag
  • Meta-approved templates
  • Opt-outs skipped
  • Sent, delivered, read
  • Replies in their inbox
  • A plan for every month

Pick the right customers

Put this on your proposal“A WhatsApp campaign every month to your past customers, with delivery and read numbers in your report.”
05

Use case 5 of 9

Social posts for all your clients

Plan, write with AI and schedule Instagram & Facebook posts, client by client.

Social posts

Plan and schedule every client’s social posts

Inside each client’s workspace, write posts with AI captions, schedule them to Instagram and Facebook and see the week at a glance. Then switch to the next client and do it again.

  • AI captions
  • Instagram & Facebook
  • Weekly calendar
  • Client by client
  • DMs land in the same inbox
  • Scheduled in minutes

Bloom Salon: AI writes the caption

06

Use case 6 of 9

A shared inbox for your client’s team

AI answers first, your client’s staff take over when it matters, with the whole history.

Shared inbox

Your client’s team takes over when it matters

The AI answers first. When a customer asks for a person, the chat goes straight to your client’s staff with the full history. Your agency can leave internal notes and keep an eye on every conversation.

  • AI answers first
  • “Talk to a person” handover
  • The client’s own staff reply
  • Internal notes
  • Tags & history
  • Each team sees its workspace

The AI answers first

07

Use case 7 of 9

Reports that keep clients

Response times, conversations and outcomes per client, ready for your monthly report.

Reports

Show clients exactly what you delivered

Conversations, median first-reply time, resolved chats and requests, per client. Export to CSV, drop it into your monthly report and walk into every renewal with numbers.

  • Median first reply
  • Conversations by channel
  • Resolved by AI & team
  • CSV export
  • Fits your report template
  • Easier renewals

Each client’s numbers

08

Use case 8 of 9

Every client, one login

A workspace per client, kept separate. Switch in one click and add people only where they work.

Workspaces

Every client, one login, nothing mixed up

Each client gets a workspace with its own channels, inbox, contacts, AI and automations. Switch between them in one click, and give people access only to the workspaces they work on.

  • A workspace per client
  • One-click switching
  • Data kept separate
  • Access per workspace
  • Your team & theirs
  • Add clients any time

All your clients at a glance

09

Use case 9 of 9

We set up your clients with you

Our team connects channels, builds the AI and first automations, and trains your people.

Done with you

Our team sets up your clients with you

Short on hands? We connect your client’s channels, guide them through Meta’s verification, build and test their AI assistant, switch on the first automations and train your team and theirs. You keep the client relationship.

  • Channels connected
  • Meta verification help
  • AI built & tested
  • First automations
  • Both teams trained
  • You keep the client

Kick-off call

Who it’s for

Built for every kind of agency

Whatever you sell today, your clients’ customers end up in their WhatsApp, Instagram or Messenger. Pick your agency type and see what you can offer.

Performance & ads agencies · example client: FitZone Gym
FZ

FitZone Gym

Business account · online

FZ

FitZone Gym

Gym & fitness

What you can sell

  • Click-to-WhatsApp ads answered by AI
  • Lead qualification before sales calls
  • Follow-ups for leads who go quiet

Stop losing the leads you paid for. Every click-to-WhatsApp lead is answered and qualified in seconds.

Packages you can sell

Three retainers, ready to put on your price list

A simple way to package what Omni does for your clients. You name it, you price it, you bill it. We don’t take a cut.

Easy first yes

Instant Reply

Your price / month

  • ✓One inbox for WhatsApp, Instagram & Messenger
  • ✓AI assistant trained on the client’s business
  • ✓Handover to the client’s team
  • ✓Monthly report
Most agencies start here

Lead Engine

Your price / month

  • ✓Everything in Instant Reply
  • ✓Ad leads answered & qualified
  • ✓Tags, routing and follow-ups
  • ✓Appointment or visit requests
  • ✓Review requests after a visit
Your biggest retainer

Full Growth

Your price / month

  • ✓Everything in Lead Engine
  • ✓Monthly WhatsApp campaigns
  • ✓Scheduled Instagram & Facebook posts
  • ✓Ongoing automation updates
  • ✓Quarterly strategy review

Example packaging. You decide what goes in each package and what to charge.

Before & after

What changes for your agency

Clients blame your ads when leads go coldEvery ad lead answered and qualified in seconds
A different phone and login for every clientEvery client in one login, kept separate
Each chatbot built from scratchTemplates and AI-drafted automations
Renewals based on gut feelingReports per client, ready for the meeting
Retainers only for ads, posts or hostingA new monthly automation service
You do every setup yourselfOur team sets clients up with you
How we work with agencies

Your first client, set up with you

You bring the clients and the relationship. We bring the platform and the setup help.

1

Book an agency call

Tell us about your agency, your clients and what you sell today.

2

First client, together

We set up one of your clients with you, end to end, as your template.

3

Roll it out

Sell the package to the rest. We help with every setup you want help with.

Book an Agency CallNo obligation. We’ll tell you honestly if it fits your clients.
FAQ

Questions agency owners ask us

Yes. Create a workspace for each client and switch between them in one click. Each workspace has its own channels, inbox, contacts, AI assistant, automations, campaigns and reports.

For agency owners

Give every client results they can see, and a reason to stay.

Book a call. We’ll map Omni to your clients, help you package it, and set up your first client with you.

  • A workspace per client
  • AI + automations included
  • Setup help from our team