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Rachel Ng
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Rachel Ng
Account manager
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Active
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4 clients
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Email
[email protected]
Language
English
Phone
(613) 555-0124
Time zone
Eastern (Ottawa)
Role
Account manager
· Onboards and tunes their clients
Last active
18 min ago
Role and access
Clients
4
Activity
2
Account manager
Picking a role fills the switches; any switch can then differ, and stays when the role changes.
Account manager
▼
All clients
Sees every client, now and future, instead of the ones assigned
Client setup
Onboarding, Business info, the AI employee and its playbooks
Integrations
GoHighLevel, numbers and connections
Keys and secrets
Only Admins hold keys and secrets; account managers see the names
Workflows: build
Builds and publishes workflows, without code steps
Work queue
Claims, calls, logs dispositions, books, hands back
Review
Reads conversations and audit events for their clients
People and roles
Invites, changes access, deactivates