Use case

Agency client workspaces

Agencies managing outbound for multiple clients

Deliver outbound execution for clients inside isolated Pam Pods with separate domains, sending policy, CRM, and reporting per engagement.

Step 1

One Pam Pod per client motion

Create a Pam Pod per client with isolated prospects, campaigns, inboxes, and agent runs. Client data stays inside the workspace boundary operators configure.

Step 2

Operator handoffs with context

Unified conversations and CRM records give account managers full thread history when clients ask about campaign performance or reply quality.

Step 3

Portfolio view for agency leads

Pam OS shows which client workspaces need attention: approval backlogs, deliverability warnings, or stalled pipeline. Agency leads prioritize without logging into every Pod manually.

Related

FAQ

Can agencies use separate sending domains per client?

Yes. Each Pam Pod configures its own domains and sending policy so client mail reputation stays isolated.

How do agencies report to clients?

Reports pull from real Pam Pod activity. Shared report views can expose selected metrics without granting full workspace access.

See this workflow in Pamphlet

Book a demo to walk through Pam Pod setup, domain configuration, and the operating loop for your team type.

Pricing: Pamphlet does not publish list pricing on the marketing site. Book a demo to review packaging for your team size and outbound motion.

Agency client workspaces | Pamphlet