Business Mode is a powerful feature set for marketing businesses and consultants who need to manage multiple client accounts from a centralized dashboard.
The Business Management Portal
Authorized users gain access to the Business Dashboard, providing:
- Client success metrics: Active clients, users across all client accounts, team seats, calls, telephony spend and AI credits used.
- Period filter: Choose 7, 30 or 90 days, or a custom range — every card recalculates and is labelled with the period in view.
- Currency-safe spend: Spend always states its currency and is shown per currency; figures are never combined across currencies.
- Client Health: Real-time activity across all clients.
- Multi-Tenant Isolation: Data is strictly scoped per business, ensuring no cross-business leakage.
White-labeling & Branding
Transform the platform into your own product:
- Custom Domains: Host on your own URL (e.g., crm.yourbusiness.com).
- Glassmorphism UI: A modern design that adapts to your brand.
Managing Clients
Snapshots
Deploy a "perfect" workspace configuration (Pipelines, Automations, Templates, Custom Fields) to new clients in seconds. You can "Push Update" to all clients when you improve a workflow.
View as User
Admins can use the View as User picker in the top-right corner. This allows you to preview the dashboard and permissions exactly as a specific client user sees them, making support and troubleshooting instant.
View as Admin
When using View as Admin, the account switcher stays scoped to the active business. SaaS-level controls and other businesses are hidden so demos and support recordings only show the current business's workspace and clients.
When you open Business View, Myra leaves the selected client, keeps the sidebar synced to the business workspace, and labels the top-right switcher Business workspace.
Platform admins using this mode can still configure client live-transfer settings, including call bridge pipelines and stage progression, without exposing other businesses in the switcher.
Archiving
When a client leaves, move them to the Archived tab. This hides them from the switcher while keeping all history, contacts, and call recordings intact for future restoration.
Revenue & Wallet Management
- Myra Wallet: A prepaid telephony balance ($ USD) used for calls, SMS, and AI credits.
- Markup Multipliers: Add a percentage markup to telephony and AI usage for your clients.
- Telephony Billing: Choose to absorb costs or have clients pay for their own usage via the "Client pays" toggle.
Permissions & Security
- Isolation: Client users never see other clients' data.
- Business Staff Roles: Assign "Account Managers" to specific clients.
- Audit Logs: Every action taken by a business user inside a client account is logged.
Scaling
Use the Business API to programmatically create clients and bulk-update settings across your entire portfolio.
FAQs
How many clients can I have? Scale plans allow up to 50 clients.
Can I hide the AI? Yes, you can toggle off the AI Workforce or AI Support assistant at the plan level.