Understanding Pabbly Connect’s Agency Feature: A Step-by-Step Guide

Learn how to utilize Pabbly Connect‘s Agency Feature to manage tasks efficiently across client accounts. Follow our detailed guide for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for the Agency Feature

To utilize the Pabbly Connect Agency Feature, start by logging into your Pabbly Connect account. From the dashboard, navigate to the left sidebar where you will find the settings option. This is where you can enable and manage the Agency Feature.

Once in the settings, locate the ‘Agency Task’ section. Here, you will find essential details about your agency tasks, including total tasks available, assigned tasks, remaining tasks, and accounts to which tasks have been assigned. This overview helps you manage your tasks efficiently.

2. Features of the Agency Task in Pabbly Connect

The Pabbly Connect Agency Task feature is tailored for agencies to manage client workflows effectively. Key features include the ability to purchase bulk tasks, assign them to other Pabbly Connect accounts, and provide full access to automation features for clients.

• Assign tasks to unlimited Pabbly Connect accounts.
• Revocation of tasks can be done at any time.
• Maintain a complete log of task assignments for monitoring.

This feature enhances client management by allowing agencies to assign a minimum of 10,000 tasks to each account, ensuring that clients have adequate resources for their automation needs.

3. Assigning Tasks to Client Accounts via Pabbly Connect

To assign tasks using Pabbly Connect, click on the ‘Assign Task’ button in the Agency Task section. A new window will appear asking for the email address of the client’s Pabbly Connect account. This step is crucial for directing the tasks to the correct user.

After entering the email address, specify the number of tasks to assign. The minimum number is set at 10,000 tasks. For example, if you want to assign 20,000 tasks, simply input this number and click on the ‘Assign Task’ button to complete the process.

4. Verifying Assigned Tasks in Pabbly Connect

Once tasks are assigned in Pabbly Connect, it is essential to verify that the assignment has been successful. Log into the client’s Pabbly Connect account and navigate to the settings section. Here, you will see the total tasks assigned, including the newly allocated tasks.

For instance, if you assigned 20,000 tasks, the client’s dashboard should reflect this number. This verification step ensures that the tasks are correctly allocated and ready for use by the client.

5. Resetting and Revoking Tasks in Pabbly Connect

The Pabbly Connect Agency Task feature also allows for the revocation of tasks. If you decide to remove tasks assigned to a client, you can do so at any time. The revoked tasks will be added back to your account on the first of the next month, ensuring a seamless task management experience.

Additionally, tasks reset automatically at the beginning of each month. This means that if you assigned tasks on the 15th of a month, they will reset on the 1st of the following month, allowing for continuous task management without interruptions.

Conclusion

In summary, using the Pabbly Connect Agency Feature enables agencies to efficiently manage client tasks through a structured process. This feature provides flexibility in task assignment, monitoring, and revocation, making client management seamless and effective.