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Client Agents

Chat with your personal assistant (clients) or each client role agent (staff); client agents fixed model; Email Outreach Specialist, Website Developer, and Migration Specialist optional roles; Agent Dock hidden.

Updated Jul 3, 2026 8 steps 18 questions answeredOpen this page in the platform
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Overview

Client Agents is where you chat with AI on the Platform. SalesHive staff use it to manage each client's role agents (Client Manager, Email Responder, List Building Specialist, SDR Specialist, plus optional Email Outreach Specialist, Website Developer, and Migration Specialist) for whichever client is open in the Platform switcher. Service-tier clients do not have access to this section. External clients see a simpler view: only their personal assistant, locked to their account, with no client switcher or role quartet. Both experiences share the same chat composer, voice dictation, queued messages, and a fixed model label on every client role agent (no model picker). The Agent Dock launcher is hidden on this full-page chat so you are not stacking two composers. Sidebar rows are links: Cmd/Ctrl+click or middle-click opens that agent in a new tab. Shared ?agentId= links, bookmarks, and refresh keep the linked agent selected. When an agent you were chatting with finishes a run, it appears in your notification center (the top bar bell and the Notifications feed) rather than a separate popup; clicking that notification brings client users here with no agent pre-selected, so you can search freely.

How to use this page

  1. Select a client (SalesHive staff)

    Employees use the client dropdown in the top-right header to pick the deal you are working on. If you have Platform access but no client was selected yet, SalesHive auto-picks a default (your first owned deal or SalesHive Testing). Until a client is selected, the page shows a prompt to choose one. Every Active or Onboarding client that has not ended is eligible. Service-tier clients do not have the Client Agents section available.

  2. Chat with your personal assistant (client login)

    When you sign in as a client, Platform Client Agents opens directly to your personal assistant. The sidebar shows only My agent (no client switcher, no role rows). On first login, the composer may pre-fill a welcome catch-up you can send or edit. Use Conversation to chat, History for past runs, Memory for your assistant's notes, and Files for deliverables. You do not see Edit or agent settings.

  3. Test visibility as another user (admin)

    If you are an Executive or Admin, the Test visibility panel appears at the top of the sidebar. Pick a teammate from Login as..., confirm, and the page reloads signed in as them on Platform Client Agents. Login as clears any saved client or agent picks first. Use this to verify which clients and role agents a strategist can see. Stop Viewing in the top banner ends impersonation.

  4. Open an agent in a new tab

    Hold Cmd (Mac) or Ctrl (Windows) and click a sidebar row, or middle-click it, to open that agent in a separate browser tab. Normal click still switches in the current tab. Each tab keeps its own ?agentId= URL on /platform/client-agents. Bookmarks and refresh with ?agentId= also reopen the linked agent.

  5. Open a client's role agent (staff)

    Under the {client name} Agents heading, click Client Manager, Email Responder, List Building Specialist, SDR Specialist, Email Outreach Specialist, Website Developer, or Migration Specialist when provisioned. Green dot = running. Core role agents enable automatically in Active or Onboarding; Email Outreach Specialist, Website Developer, and Migration Specialist start disabled until enabled on Edit. Website Developer only provisions for clients with a marketing site.

  6. Chat or run

    Type in the composer to message the agent, or use Run now in the header to trigger a scheduled wake. Client role agents show a fixed model label beside Send (no model picker). On Edit (executives and admins on staff view), switch client agents between Training and Live to control whether they can take real actions autonomously.

  7. Review memory, files, and history

    Use the header tabs: Conversation to chat, History for past runs, Memory for INSTRUCTIONS and shared client files, and Files for deliverables. Executives and admins on the staff view also get Edit for per-agent settings and Training vs Live. Client logins see Conversation, History, Memory, and Files only.

  8. Approve proposed actions

    When a client agent proposes a client-facing action (for example sending an email), an orange banner appears in the sidebar. Click it to review and approve or reject before anything goes out.

What the buttons do

Test visibility / Login as (admin)
Executive and Admin only on the staff view. Pick an active internal teammate, confirm, and reload Platform Client Agents as that user.
Stop Viewing (impersonation banner)
Ends Login as and reloads Platform Client Agents as yourself.
Client switcher (header, staff only)
Select which client's agents you are managing. Hidden for external client logins (their account is fixed).
My agent / My Agent (sidebar pin)
Your personal assistant. For clients, this is the only sidebar row. For staff, it pins above the client's role rows when you own personal assistants.
{Client name} Agents (section label, staff only)
Heading above the role rows for the open client. Uses the deal name plus Agents (for example, SalesHive Testing Agents). Not shown for external client logins.
Role rows (sidebar, staff only)
Client Manager, Email Responder, List Building Specialist, SDR Specialist, Email Outreach Specialist, Website Developer, and Migration Specialist for the open client when provisioned. Green dot = running.
Model label (client role agents)
Read-only composer label on every client role agent chat. Fixed model, no dropdown.
Conversation / History / Memory / Files / Edit
Header tabs to chat, browse runs, read memory files, download deliverables, or (executives and admins on staff view only) change agent settings and Training vs Live.
Run now
Trigger an immediate agent run outside its normal schedule.
Training / Live (Edit tab, staff admin)
On Edit for executives and admins on client role agents. Training blocks autonomous writes; Live allows the agent to act without asking first.
Proposed actions banner
Shows when pending client-agent actions need human approval for this client.
Email Outreach Specialist (client role)
Optional per-client agent for net-new email outreach. Seeded disabled until enabled on Edit. Appears in the role list when provisioned for that client.
Website Developer (client role)
Optional per-client agent for maintaining the client's marketing website. Only provisions for clients with a hosted site. Seeded disabled; enable on Edit to let the agent edit site copy, add pages, and manage content.
Migration Specialist
Optional per-client migration agent when provisioned. Seeded disabled; enable on Edit to run campaign migration for this deal only.
Sidebar agent rows
Links with ?agentId= in the href. Normal click selects in-page and updates the URL; Cmd/Ctrl+click or middle-click opens a new tab. Refresh or bookmark with ?agentId= keeps that agent selected.
Agent completion notifications
When an agent you were chatting with finishes a run, it now shows up in your notification center (the top bar bell and the full Notifications feed), not as a separate corner popup. You are told about any agent you converse with, not just ones you own. Click the notification to open your agents. Client users land on Platform Client Agents; staff users land on CRM Agents. No specific agent is pre-selected, so you can search or pick freely after landing.
Welcome catch-up (composer)
After login, a one-time pre-filled question may appear in the composer (for example, a catch-up since your last visit). Send it, edit it, or clear it.

Common questions

No. Deal-scoped client agents run on a fixed model with no per-agent picker on Platform Client Agents or CRM Agents > Clients. Staff still open each role the same way; only the model tier is locked.
Yes. Cmd/Ctrl+click or middle-click a sidebar row. Each browser tab gets its own ?agentId= and conversation on /platform/client-agents.
External client logins are scoped to your personal assistant only. Your strategist team manages the role agents (Client Manager, Email Responder, and so on) on your behalf. Chat here for account questions, catch-ups, and feedback.
Executive and Admin testing tool. Pick a teammate, confirm, and browse as them on this page. Stop Viewing returns you to your own account.
Platform Client Agents is locked to the Platform switcher client (or your personal assistant if you are a client user). CRM Agents adds fleet scopes (Internal, Team, Clients, All), Settings, and Manage. Staff use both; clients only see Platform Client Agents.
Any Active or Onboarding deal that has not ended, plus pinned internal books. Full-access clients have the Client Agents section available; Service-only clients do not. Onboarding clients appear before launch date. Your Platform access must include the Client Agents section.
On a fresh visit with no ?agentId= in the URL, staff with a personal main agent may land on that assistant first so you can reach it immediately. Click a role row under {client name} Agents to switch to that client quartet. A shared link, bookmark, or refresh with ?agentId= in the URL always keeps that agent selected instead of snapping back to your personal assistant or Client Manager.
The four core client role agents (Client Manager, Email Responder, List Building Specialist, SDR Specialist) auto-create and enable when a deal is in Active or Onboarding and has no end date. When the deal leaves that pipeline or gets an end date, those agents go dormant (disabled) so the Client Manager schedule stops, but chat history and memory are preserved if the deal returns. Email Outreach Specialist, Website Developer, and Migration Specialist are provisioned separately and start disabled until you enable them on Edit.
On a client agent's Edit tab for deal-specific overlays (executives and admins). Fleet-wide client-agent base templates are on CRM Agents > Settings > Client tab.
Email Responder handles inbound replies, follow-ups on its own conversations, and inbox triage. It does not start net-new outreach. Email Outreach Specialist is an optional add-on for agent-driven net-new email outreach on agent-mode campaigns. Both run the same fixed model. Outreach starts disabled until your strategist enables it on Edit.
Optional per-client agent for net-new email outreach. Seeded disabled. Your strategist enables it on Edit when you want agent-driven cold outreach separate from the Email Responder.
Optional per-client agent for managing a client's marketing website. Only provisions for clients that have a hosted site. Seeded disabled; enable on Edit to let it edit site copy, add pages, manage content, and make changes that go live instantly with no deploy needed.
An optional fifth client agent for campaign migration on this deal. It is provisioned disabled and locked to this client only. Enable on Edit when you are ready to run migration work.
External client logins never get Edit. On the staff view, only executives and admins get Edit (settings, shared file overlays, Training vs Live). Everyone else can chat, review History, read Memory, and download Files.
The floating Agent Dock is hidden on Platform Client Agents because this page already has a full chat composer. Use the sidebar here, or open the Agent Dock from other Platform and CRM pages.
Yes. Refreshing or reopening /platform/client-agents?agentId=... keeps that agent open. The page no longer overrides a deep link with the default personal assistant or strategy pick after the client list loads.
When an agent you were just chatting with finishes a run (or needs your input), you get a notification in your notification center: the top bar bell and the full Notifications feed, plus a push if you have it enabled. You hear back from any agent you converse with, not only agents you own, so every client role you chat with reports in when its turn ends (the push only fires when you have stepped away from your desk, so a device you are already watching is not pinged). The old separate popup that slid in at the corner has been retired, so these completions live with the rest of your alerts and you can find them again later. Clicking the notification takes you to the right agents page: client users land on Platform Client Agents, staff on CRM Agents, with no agent pre-selected so you can browse or search freely.
July 2026 cost-cutting sweep: agent chat is text-only end to end. The attach button is hidden, and dragging a file into the chat or pasting a file from your clipboard now does nothing too (text paste still works). The fleet runs on GLM-5.2, a text-only model, so letting images in would either fail the run or force a vision-model swap. The underlying upload route and allowlist are kept intact in the code, so re-enabling is a one-line change if that ever returns. For now there is no paperclip or file-upload control in the composer. You can still type, paste text, and dictate messages. If you need to share a file or screenshot, add it to the deal or client record your agent can already see.
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