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👥Account & Team

Working with an agency

For clients. Accept an agency's invitation, choose its access, review its activity, and revoke access, knowing your chatbots keep answering.

Updated 12 Oct 2026

Agencies in the Pivra partner programme can build and look after your chatbot for you. Agency access is available to approved partners, and only with your permission. You own your workspace and stay in control of it.

Accepting an invitation

  1. Open the invitation email from Pivra and follow the link.
  2. Sign in as the owner of your workspace, with the email address the invitation was sent to.
  3. Check the agency's name and the access it is asking for. Each scope is explained in plain words.
  4. Untick anything you do not want to give, then accept. You can also decline.

If an agency built a new workspace for you, the email asks you to accept a handover. You become the workspace's owner. Before you accept, you go through each channel and integration the agency connected and choose to keep or remove it, one by one.

Choosing scopes

The agency can always manage your chatbots: their knowledge, appearance, settings and installation. You choose whether it can also:

  • View conversations;
  • Reply to customers (needs View conversations);
  • View customer data, such as leads, contacts, bookings and quote requests;
  • Manage integrations, such as automations, channels and connected apps.

Only the workspace owner can change the scopes, from Settings → Agency access. A change applies to the agency's next action.

The agency can never open your billing, team, API keys or security settings, delete your workspace, or export your customer data in bulk.

Reviewing activity

Settings → Agency access shows the agency's activity, newest first, naming the person who acted, for example "Acme Digital: Priya Shah updated chatbot Support bot".

Revoking access

The owner or an admin can choose Revoke access on Settings → Agency access at any time. Access ends at once, for everyone at the agency, and both of you get an email to confirm it.

What happens after you revoke

Your chatbots keep answering; review the channels and destinations your agency connected.

  • Your chatbots keep working on your website and every channel.
  • Outbound automations and integrations the agency set up, such as webhooks, connected apps, flows and agent actions, are paused until you review them. On Settings → Agency access, re-enable or delete each one.
  • Channels such as WhatsApp (Business plan), Messenger, Instagram, Slack and email keep working. You choose whether to keep or disconnect each one.

Your subscription, price and data are not affected.

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If you have questions or suggestions, email us at support@pivra.ai .