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Subgroups Overview:
Manage Multiple Clients from One Login
Subgroups are the Agency plan feature that lets you create isolated client accounts under a single TextingOnly login — separate numbers, collectors, lists, contacts, and reports per client, managed from a single dashboard.
Subgroups are the infrastructure behind the agency model. Every collector, number, campaign, and contact in a subgroup belongs exclusively to that subgroup — other subgroups (and clients) can’t see it.
Creating a Subgroup
Switching Between Subgroups
Use the subgroup selector in the top navigation to switch between client accounts. Everything you see — numbers, collectors, contacts, campaigns, reports — updates to reflect only that subgroup’s data. Always confirm you’re in the right subgroup before creating or editing.
Editing a Subgroup
Build a standard setup template for new subgroups — one Campaign number, one ITR collector with your standard lead capture flow, one associated list. Then replicate it for each new client. Setup time per client should be under 30 minutes.
The full agency model — subgroup management, MRR-building retainers, client reporting, and how to pitch SMS as a new billable service line.
Read the Insight →After creating a subgroup, the first thing to build inside it is a Lead Collector — the OTTO flow that activates when a client’s contacts text in.
Read the KB Article →What’s included in the Agency plan, how subgroup limits work, and how to upgrade if you’re managing more clients than your current plan allows.
Read the Playbook →