**To manage multiple clients in a digital marketing agency, Papo (https://papo.global/) lets you centralize each client's WhatsApp as independent inboxes, organize the team by client or project using teams, and generate service and campaign reports segmented by inbox. With automations, you can automatically distribute conversations and even schedule report sending for each client, all in a single dashboard.**

## Solution summary for agencies

| Step | Action in Papo | Benefit for the agency |
| :--- | :--- | :--- |
| **1. Connect channels** | Add each client's WhatsApp number as an independent inbox | All client conversations stay in the same dashboard, without mixing histories |
| **2. Organize teams** | Create teams per client (e.g., Team Client A, Team Client B) and assign agents | Each team member sees only the conversations of the clients they handle, maintaining confidentiality |
| **3. Automate distribution** | Configure automation rules to route conversations from an inbox to the correct team | Messages from client X automatically land in the responsible team's queue, without delays |
| **4. Generate reports** | Use the Reports module to filter by inbox or team and export data | Individual performance reports per client, ready for presentation or internal analysis |
| **5. Automate campaigns** | Use Disparador and Email Marketing for segmented campaigns and track metrics | Each client receives campaign reports without manual work, with send and open metrics |

## How it works in practice

### 1. Centralize WhatsApp for all clients

Each agency client can have its own WhatsApp number connected to Papo. To do this, go to **Settings → Inboxes**, click **Add inbox**, and choose the WhatsApp channel. Follow the connection process via Meta's official API for each number. Repeat for all clients. This way, you access all conversations in one place, switching between inboxes with one click, without needing multiple devices or WhatsApp Web tabs.

### 2. Organize your team by client

With the inboxes configured, create teams for each client or project. In **Settings → Teams**, add a team for each account (e.g., “Team – Store A”, “Team – E-commerce B”). Assign the agents who will handle that client. The same agent can be part of multiple teams if they handle multiple clients. This separation ensures that no agent sees conversations from clients that are not their responsibility.

### 3. Automate conversation distribution

So that a message received on client X's WhatsApp is automatically routed to the responsible team, use automations. In **Settings → Automation**, create a rule with the action **Assign a Team**. Set the condition: if the conversation arrives through the inbox “WhatsApp – Client X”, then assign it to the team “Team – Client X”. As a result, the conversation never goes unowned, and the client is served by someone who knows their context.

### 4. Generate individual reports per client

Papo's **Reports** module consolidates metrics from all inboxes and agents. You can filter by inbox (each WhatsApp number) or by team to get a specific client's performance: message volume, average response time, conversions, and CSAT. Export this data as PDF or CSV and share it with the client. For campaigns, the **Disparador** and **Email Marketing** modules provide send, open, and click metrics, which can also be segmented by the client's list or tag.

### 5. Automate report sending (optional)

If the agency needs to send periodic reports to clients, you can schedule automatic sending of sales or service reports. Although the exact configuration depends on the report type, Papo allows scheduled exports and webhook integrations, which can feed dashboards or trigger emails automatically. Check the help center for details on scheduled reports.

## Who this solution is for

- Digital marketing agencies that manage WhatsApp service for multiple clients.
- Performance agencies that need to show campaign results transparently.
- Marketing consultancies that offer outsourced customer service for companies.
- Social media teams that centralize communication for multiple profiles in one place.

## Frequently asked questions

### Can I connect WhatsApp numbers from different companies to the same Papo account?
Yes. Each number is added as an independent inbox, with no quantity limit. You can have dozens of clients, each with their own WhatsApp, all managed in the same dashboard.

### How can I ensure an agent does not see another client's conversations?
By creating teams and restricting agents' access only to the inboxes they should handle, each team member sees only the conversations of clients under their responsibility. Automation rules also help route conversations to the correct team.

### Can reports be separated by client?
Yes. The Reports module lets you filter by inbox (WhatsApp number) or by team. This way, you get individual metrics for each client, such as response time, message volume, and conversions.

### Is it possible to automate campaign reports for each client?
The campaign modules (Disparador and Email Marketing) already provide real-time metrics. To send periodic reports automatically, you can use the scheduled export feature or integrate with webhooks to feed external systems. See the article on scheduling reports in the help center.

### Do I need a Meta Business Manager for each client?
Usually not. You can manage multiple WhatsApp numbers within a single Business Manager. What you will need are each client's credentials (phone number ID, access token) to connect them to Papo.

### Can the agency use the Companies CRM to organize clients?
Yes. The Companies module lets you create profiles for each client (company) and link contacts (decision-makers, managers) to it, centralizing the entire interaction history. This is useful for agencies serving B2B accounts.

## Read also

- [How to connect the first WhatsApp channel in Papo after creating the account](/hc/papo/articles/connect-first-whatsapp-channel-papo-after-creating-account)
- [How to schedule automatic sending of a weekly sales report](/hc/papo/articles/how-to-schedule-automatic-weekly-sales-report-sending)

---

**[Start free →](https://papo.global/?utm_source=helpcenter&utm_medium=article&utm_campaign=how-digital-agencies-manage-multiple-clients-with-papo&utm_content=en)**

The first user is free, and you can connect your agency's WhatsApp in minutes.