For agencies
Run Chatfuel for your clients: client companies, access, the ads-to-lead funnel, reporting and troubleshooting.
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Run Chatfuel for your clients: client companies, access, the ads-to-lead funnel, reporting and troubleshooting.
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After hours and 24/7 replies
Meta doesn't pause the client's ads at 6 p.m. — leads click at midnight, on Sundays, during lunch.
Agency → clients model: how client companies are structured
You're about to run funnels for more than one business at a time.
AI copy and hooks for the niche
Meta truncates primary text after roughly 125 characters, and only about one viewer in a hundred ever expands it.
AI generation of ad creatives
In performance marketing, the creative decides more than the bidding ever will — and it's also where agencies burn the most hours.
Bot modules and blocks
Before you build a qualification bot for a client, it helps to know what you're actually building.
Client reporting
Clients rarely fire agencies over one bad month. They fire agencies over months they didn't understand — reports full of impressions and acronyms, silence…
Common Meta access errors
Access is granted, the client's company exists, you clicked Add number in the WhatsApp connection flow — and Meta said no.
Connect the client's Facebook
If your client has an active Facebook Page — Messenger inquiries, comments under posts, ads that open Messenger — connect it alongside Instagram.
Connect the client's Instagram
If your client runs Instagram ads or gets any real DM volume, Instagram is the second channel to connect after WhatsApp.
Connect the client's TikTok
TikTok is where comment volume lives — a client with one viral video can get more raw engagement in a day than their WhatsApp sees in a month.
Connect the client's WhatsApp
This is the activation step that turns a signed contract into a live channel.
Conversation analytics
Somewhere in your client's chat history, leads are explaining — in their own words — why they didn't buy, what confused them, what they kept asking, and what…
Create a client company
Every client you sign starts life in Chatfuel the same way: as a fresh company inside your agency's workspace.
End-to-end analytics for agencies
Agencies rarely lose clients because the ads were bad. They lose clients because nobody could prove the ads were good.
Funnel and drop-off report
The funnel and drop-off report shows where leads leave between ad click, first reply, qualification and handoff, so you fix the leaking step first.
How the agency funnel works: ads → bot → qualification → lead
Nobody pays an agency for clicks. You get judged on what happens after the click — and that's exactly the part most ad accounts leave to chance: the lead…
Interface tour for agencies
Chatfuel keeps the interface small on purpose: a handful of day-to-day screens, one page where all of the AI's behavior is configured, and an AI Co-Worker you…
Lead qualification questions and logic
Qualification is the whole point of the funnel. Ads bring everyone; the client's sales team only wants the ones worth a call.
Lead quality and cost per qualified lead
The most expensive leads an agency can buy are the cheap ones that never buy anything.
Meta ad moderation
Every ad you launch goes through Meta's review before it spends a cent — and for an agency the stakes are bigger than one delayed campaign.
Partner access to the client's Meta portfolio
Your client has a Meta Business Portfolio — good, that's the easy case.
Reports via the AI Co-Worker
An agency running ten clients doesn't have time to learn a BI tool, build ten dashboards, and keep them updated.
Roles and access for the agency team
Give the client's sales team the Agent role: they answer chats in Leads without seeing billing, automations or other client companies in your workspace.
Scripts for asking clients for access
Most access delays aren't technical — they're conversational.
Set up the chat widget for a client
The chat widget is the odd one out in the channel lineup: it doesn't belong to Meta or TikTok, it lives on the client's own website.
Speed to lead
Replying within minutes multiplies qualification rates. Fuely AI answers every lead instantly, so the client's team only steps in for qualified conversations.
The 24-hour rule explained
You paid for the click, the lead opened the chat — and Meta started a timer.
Troubleshooting ads
A click-to-WhatsApp funnel has exactly four places to break: the review, the ad, the handover into WhatsApp, and the conversation.
Troubleshooting client access issues
You sent the request, the client swears they clicked everything, and yet — nothing.
Troubleshooting the qualification bot
A qualification funnel has few moving parts, so when it misbehaves the cause is almost always in one of the five modules — the AI's knowledge, its…
Tuning ads with funnel data
Ads Manager tells you which ads are cheap. Only the funnel tells you which ads are worth it — and those are different lists more often than not.
Uploading the client's business info
Every disappointing AI bot has the same root cause: nobody told it anything.
What is Chatfuel for agencies
You already know how to get clicks. The hard part starts after the click: someone messages your client's WhatsApp at 11 pm, waits twenty minutes for a reply…
What to ask the client for
Nothing delays a client launch like access collection. Not creatives, not strategy, not budget approvals — access.
WhatsApp Business API explained
Every client's WhatsApp number is wired up in one of three ways: the free WhatsApp Business App on someone's phone, a gray unofficial tool puppeting a…
WhatsApp phone number verification
The phone number itself gets verified during the connection — a code by SMS or call, done in a minute.
When the client has no Business Manager
A client without a Meta Business Manager is not a lost deal: create the portfolio for them in 15 minutes, then request partner access as usual.