Agents and Clients in Repliers

In our API documentation, you may have noticed the options to create agents and clients. Some of our subscribers have questions about the necessity and benefits of creating these entities. This article aims to clarify the purpose and functionality of agents and clients within our system.

Why Create Agents and Clients?


To leverage the full potential of our personalization features, such as favorites, saved searches, sending monthly emails about property value changes, and our 2-way messaging system, it is essential to create agents and clients. Here's why:

Personalization and Communication


Clients: Clients are created so Repliers knows whom to address in communications. This includes knowing their name, email address for sending emails, and phone number if text messaging is used. This allows us to provide personalized services and updates to each client.
Agents: Every client must be associated with an agent. The agent's information is crucial as it serves as the sender's details in communications. If a client responds to an email or text message, Repliers will route the communication to the appropriate agent. The agent's information is also displayed in all client communications.

Creating Agents and Clients



Agents


You can create multiple agents, such as one for each team member or brokerage. This allows you to manage and assign clients efficiently. Here are a few scenarios:

Team or Brokerage: Assign each client to an agent who is best suited to handle their needs. For example, if a client is located in a specific city, you might assign them to an agent who specializes in that area.
Concierge Service: Alternatively, you can create a single agent to act as a concierge, representing all communications between your company and the clients.

Clients



Creating a client involves providing their name, email, and optionally their phone number. This information is used to personalize communications and ensure that updates and messages are correctly addressed to them.

Practical Examples


Saved Searches and Favorites: By creating clients, you can offer features like saved searches and favorites, making it easier for clients to keep track of properties they are interested in.
Monthly Property Value Updates: With client and agent information, you can send personalized monthly emails informing clients of changes in their property values, enhancing engagement and satisfaction.
2-Way Messaging: Our 2-way messaging system requires agents and clients to facilitate direct communication. Clients can respond to messages from their agents, ensuring seamless and efficient communication. This feature is crucial for maintaining strong client-agent relationships and providing timely responses to inquiries.

Creating agents and clients is a crucial step to fully utilizing our API's personalization and communication features. Whether you're managing a large team or providing a concierge service, organizing agents and clients allows for effective and personalized interactions with your users. By following these guidelines, you can enhance your service offerings and provide a better experience for your clients.

If you have any further questions, please refer to our API documentation or contact our support team.

Updated on: 21/07/2024

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