For agency partners, "one size fits all" rarely works. Every client you bring onto Myra has different goals, technical abilities, and operational needs. The Per-Client Customization tool allows you to curate a bespoke experience for every sub-account, ensuring your clients see exactly what they need and nothing they don't.
The Customization Interface
From your Agency Dashboard, click on any client workspace and select Customize. The interface is split into four primary pillars of the user experience.
1. Dashboard Widgets (The "Look")
You can control the first thing your client sees when they log in.
- Selective Metrics: If a client only cares about "New Appointments," you can hide "Call Volume" and "Revenue" widgets to keep their interface clean.
- Custom Ordering: Move the most important KPIs to the top row for maximum impact.
- Agency Branding: Ensure your agency's support contact info is pinned as a widget on their dashboard.
2. Pipeline Stages (The "Process")
Every client's sales journey is unique.
- Overrides: While you might have a "Default Agency Pipeline," you can rename stages specifically for one client (e.g., changing "Discovery" to "Initial Consultation").
- Stage Management: Add or remove stages without affecting your master templates. This is perfect for clients with hyper-specific workflows that don't fit your standard model.
3. Feature Visibility (The "Power")
One of the most powerful tools for reducing "software overwhelm." You can toggle off entire modules of Myra.
- Simplify the Sidebar: If a client isn't using the Phone system, turn off the "Calls" and "Voicemail" modules. They will disappear from the sidebar, search, and settings.
- Tiered Service Levels: Use this to differentiate your service packages. A "Basic" client might only have access to CRM and Inbox, while a "Premium" client gets Automations and AI Assistants.
- Onboarding Focus: Hide advanced features during the first 30 days of a client's journey to help them master the basics first.
4. Lead Fields (The "Data")
Tailor the data collection to the client's industry.
- Custom Properties: Add fields like "Car Make/Model" for an automotive client or "Dietary Requirements" for a catering client.
- Required Fields: Force the client's team to collect specific data (e.g., "Postcode") before a lead can be moved to the next pipeline stage.
Working with Snapshots
Customization and Snapshots work hand-in-hand:
- Start with a Snapshot: Apply a pre-built industry template (e.g., "Real Estate Snapshot") to give the client a 90% complete setup.
- Fine-tune with Customization: Use the per-client settings to adjust that final 10% to fit the client's specific business quirks.
- No Lock-in: Changes made in the customization screen are "local" to that client. If you update the master Snapshot later, you can choose whether or not to overwrite these local customizations.
Best Practices for Agency Admins
- Less is More: For non-technical clients, hide everything except the Inbox and the Calendar. The less they see, the less they can break, and the less support they will need.
- Standardize where possible: Try to keep 80% of your clients on a similar pipeline structure. This makes it easier for your agency staff to support them.
- Use the "Reset" Button: If a client's setup becomes too messy, you can use the "Reset to Defaults" button on any tab to revert that specific section back to your Agency's master template.
Common Pitfalls
- Hiding Vital Features: Be careful not to hide a feature that an active automation relies on. For example, if you hide "SMS" but have an automation that sends texts, the automation may fail or provide confusing results.
- Over-customizing Lead Fields: If you create too many unique fields for every client, it becomes difficult to run aggregate reports across your entire agency.