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Replyify supports multi-client management, making it perfect for agencies and businesses managing outreach for multiple brands.

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Managing Clients

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What is a Client?

A client represents a business or brand you’re managing email campaigns for. Each client can have:
  • Unique branding: Name and description
  • Custom AI settings: Service description and calendar link
  • Separate connections: Dedicated webhook integrations
  • Independent analytics: Track performance per client

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Creating a Client

1

Navigate to Clients

Click Clients in the sidebar to view all clients.
2

Add a new client

Click Add Client in the top right.
3

Fill in client details

  • Client Name: The business or brand name
  • Service Description: What they offer (used for AI responses)
  • Calendar Link: Booking URL for meetings (optional)
4

Configure AI settings

  • AI Reply Mode: Draft, Auto-Send, or Off
  • Save your settings

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Client Service Description

The service description is critical for AI response quality. Include:
  • What the client offers
  • Target audience
  • Unique value proposition
  • Typical outcomes or benefits
We help e-commerce brands increase their email revenue by 30% through
automated flows and campaign optimization. Our done-for-you service
includes strategy, copywriting, design, and ongoing management.
We work best with Shopify stores doing $1M+ in annual revenue.

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Editing Clients

  1. Navigate to Clients
  2. Click on the client you want to edit
  3. Update the fields as needed
  4. Click Save Changes

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Deleting Clients

Deleting a client is permanent. All associated replies and data will remain but won’t be linked to a client.

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Workspace Settings

Workspace settings control your organization’s configuration across all team members.

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Accessing Settings

Click Settings in the sidebar to access:
  • Workspace: Organization name and general info
  • Account: Your personal account settings
  • Team: Manage team members and roles
  • Categories: Customize reply categories
  • API Keys: Create and manage API keys
  • Webhooks: Configure outgoing webhooks

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Workspace Tab

Configure general workspace settings:
  • Workspace Name: Your organization’s name
  • Logo: Upload a custom logo (displayed in the sidebar)

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Account Tab

Manage your personal account:
  • Profile: Name and email
  • Password: Update your password
  • Notifications: Email notification preferences

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Categories Tab

Customize how replies are categorized: System Categories (cannot be deleted):
  • Interested
  • Meeting Request
  • Question
  • Not Interested
  • Out of Office
  • Unsubscribe
  • Bounce
Custom Categories:
  • Create additional categories for your workflow
  • Set colors for visual organization
  • Define whether AI should generate responses

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API Keys Tab

Create API keys for integrations:
  1. Click Create API Key
  2. Enter a name for the key
  3. Copy the generated key (shown only once)
  4. Use the key to authenticate API requests
API keys provide full access to your workspace data. Keep them secure and never share them publicly.

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Webhooks Tab

Configure outgoing webhooks to receive events from Replyify:
  1. Click Add Webhook
  2. Enter your webhook URL
  3. Select the events you want to receive
  4. Save and test the webhook
See the Webhooks documentation for more details.

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Billing

Access billing from the main sidebar:
  • Current Plan: See your plan and usage
  • Upgrade/Downgrade: Change your subscription
  • Manage Subscription: Access Stripe portal
Only workspace admins and owners can access billing settings.

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Plan Details

PlanAI RepliesPrice
Free0$0/mo
Starter200$197/mo
Growth600$397/mo
Scale1,500$697/mo

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Upgrading

Upgrades take effect immediately. You’ll be charged a prorated amount for the remainder of your billing cycle.

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Downgrading

Downgrades take effect at the end of your current billing period. You keep your current plan benefits until then.