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Agency mode turns your Slate organization into an agency workspace. Each client gets its own workspace, and the Agency page brings every client together in one place: records, health, calls, and reports.
Agency mode is available to selected organizations. Ask your Slate contact to turn it on for your organization.

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Why it matters

Agencies lose clients when relationships, delivery, or results slip without anyone noticing. Agency mode shows which clients need attention and why. It also keeps every client’s data in that client’s own workspace.

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How Agency mode is organized

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Client statuses

Every workspace except HQ has one status:
  • Active client — uses one of your client workspaces. Gets client records, health, alerts, and call routing.
  • Inactive — uses no client workspace. For churned or paused clients. Notes, health history, and calls are kept. Alerts and call routing stop.
  • Not a client — uses no client workspace. For test, internal, or demo workspaces. No agency features.

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What you get

The Agency page has three tabs:
  • Clients — every client with its health, retainer, renewal date, account manager, and open blockers. Click a client to open its record. See Manage clients and Client records.
  • Calls — client calls from your agency’s call recorder, routed to the right client. See Client calls.
  • Reports — the client health report, plus saved renewal preps and weekly updates. See Client health and reports.
Agency page showing the Monthly retainer, Retainer at risk, and Renewals in 90 days cards, the Coming up list, and the Clients table with health bands

The Agency page, Clients tab

Agency mode also adds tools for account managers: prep before a client call, a recap after it, a weekly client update, reminders to clients, and renewal prep. See Account manager workflows.

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Open the Agency page

Agency isn’t in the sidebar. To open it:
  1. Click your workspace logo at the top of the sidebar to open the workspace switcher.
  2. Click Agency (“Clients, health, calls”).
Workspace switcher showing the Agency row at the top, then the HQ workspace, the Clients group, and the Inactive group

Agency in the workspace switcher

The switcher groups your workspaces as HQ, Clients, Inactive, and Other. You can also find a client by name in Search (⌘K), under Clients. Client users don’t see the Agency row, the Clients group in Search, or the Agency page.

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Who can do what

See Client users and permissions for details.

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Pricing

Agency mode is a paid add-on that sits alongside your Slate plan. It’s billed in packs, and each pack adds 25 client workspaces. Packs include no credits; your plan’s credits are unchanged. Only Active clients use a client workspace. For current pricing, open Billing in Organization settings. See Billing and usage. Agency mode needs a paid plan. It isn’t available during a trial or on annual plans yet.

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What’s next