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Short Answer

Create one Workspace per client, and connect only that client’s social accounts to that Workspace.
  • Workspace A: Client A brand context + Client A connected accounts.
  • Workspace B: Client B brand context + Client B connected accounts.
  • Workspace Internal: your own agency/company marketing accounts.
This separation keeps knowledge, memory, and agent outputs accurate for each client.

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Setup Steps

  1. Create a dedicated Workspace for each client.
Create a workspace for each client
  1. Connect client social accounts in that Workspace.
Confirm connected integrations inside a workspace
  1. Assign connected accounts to the right agents.
Assign connected accounts within AI Team trigger setup
  1. Repeat for each client.
Repeat workspace setup flow for each client account