Platform · Agents

Browse 9 help guides in Platform · Agents.

Newsletters

Set up sender details and existing subscribers, write newsletters in Chat or edit drafts directly, approve them, plan daily delivery for large lists, and review results.

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Newsletter audience

Check how many of the selected client's contacts qualify for marketing email and why others are excluded. Reached from Newsletters by Client Admins, SalesHive administrators and strategists with access; this page does not send.

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Websites

Create and manage the client's websites, check each website's performance, and edit hosted content types, categories, pages, landing pages, blog, glossary, SEO and media.

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Performance

Review website traffic, search visibility, social activity and advertising on a website's Performance tab in Websites.

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Presentations

Create, duplicate, open and archive the client's presentations, design them through chat, publish saved versions, and share them by link from SalesHive or the client's own address.

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View Website

Open the selected client's original hosted website.

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Website Leads

Review website leads, edit and publish forms, undo a publication, and choose the owner and alert recipients for new leads.

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Agents

Start private employee or client projects, schedule work for yourself or your whole company, see every agent working for your company, connect apps for your agents, review replies and files, and publish selected client project files when needed.

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Connectors

Connect company services and private apps, then choose what your agents can use.

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