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Email AI Expanded Access for Agencies: Work Smarter Across All Locations

June 27, 20264 min read

Email marketing is one of the most powerful tools agencies use to drive engagement, nurture leads, and generate revenue for their clients. But when managing multiple client accounts, even small limitations in access and workflow can quickly turn into operational bottlenecks.

One such challenge agencies faced was with Email AI access across different locations. While Email AI made it easy to generate high-quality email templates, its availability was restricted by location-level settings. This created unnecessary friction for agency teams trying to work efficiently at scale.

With the latest update, that problem has been solved.

This new enhancement introduces expanded Email AI access for agencies, allowing agency users to create and manage templates across all locations—without disrupting existing controls.

Let’s break down what’s changed, why it matters, and how it improves your workflow.


The Problem: Limited Access, Increased Complexity

Before this update, Email AI access was tied to individual location settings. If Email AI was disabled in a specific location, agency users were unable to use it there—even if they had full administrative control.

This created several operational challenges:

  • Agencies had to identify specific locations where Email AI was enabled

  • Templates were often created in those locations only

  • Teams then had to manually copy or share templates across other accounts

  • This resulted in duplicate work and inconsistent workflows

For agencies managing dozens or even hundreds of client accounts, this process was not just inefficient—it was unsustainable.

Instead of focusing on strategy and execution, teams were spending time on repetitive tasks.


What’s New: Expanded Access with Smart Control

To address these challenges, Email AI access has now been expanded specifically for agency users.

Here’s what’s changed:

1. Email AI Access Across All Locations

Agency users can now access Email AI in every location, regardless of whether it is enabled at the location level.

This means:

  • No more switching between accounts to find enabled environments

  • No more restrictions when building templates

  • Full flexibility to work where needed

Agency teams can now operate seamlessly across their entire portfolio.


2. Create and Manage Templates Anywhere

With expanded access, agency users can:

  • Build email templates directly within any client location

  • Customize messaging based on client needs

  • Manage templates without leaving the workspace

This eliminates the need to create templates in one location and distribute them manually to others.

Everything can now be done in the right place, at the right time.


3. “Visible to Agency Users Only” Tag

To ensure clarity and avoid confusion, a new label has been introduced:

“Visible to Agency Users Only”

This tag appears when Email AI is not enabled for location users but is still accessible to agency users.

This helps:

  • Prevent misunderstandings between agency teams and clients

  • Clearly distinguish who can access and use Email AI

  • Maintain transparency across different user roles

It’s a small addition, but it plays a big role in keeping workflows clean and organized.


4. Existing Controls Remain Intact

One of the most important aspects of this update is that it does not override location-level settings.

Location users will still:

  • Have access to Email AI only if it is enabled in their Labs settings

  • Continue working within their defined permissions

This ensures that:

  • Agencies retain flexibility

  • Clients retain control

It’s the perfect balance between centralized management and localized control.


Key Benefits for Agencies

This update delivers immediate and tangible improvements for agencies of all sizes.

1. Faster Template Creation

Agency teams can now create templates directly in any location, reducing delays and eliminating unnecessary steps.

No more jumping between accounts or duplicating work.


2. Reduced Operational Effort

By removing the need to manually share templates across locations, this update significantly reduces repetitive tasks.

This means:

  • Less manual work

  • Fewer errors

  • More time for strategic execution


3. Consistent Workflow Across Accounts

With a unified approach to template creation, agencies can maintain consistency across all client accounts.

This ensures:

  • Brand voice alignment

  • Standardized messaging frameworks

  • Improved campaign quality


4. Better Scalability

As agencies grow, efficiency becomes critical.

This update enables teams to:

  • Handle more clients without increasing workload

  • Streamline operations across multiple locations

  • Build scalable systems that support growth


5. Clear Role-Based Visibility

The “Visible to Agency Users Only” tag ensures that access differences are clearly communicated.

This avoids confusion and maintains a clean separation between:

  • Agency-level capabilities

  • Client-level permissions


Real-World Use Case

Imagine an agency managing 50 client accounts.

Previously:

  • Email AI was enabled in only a few locations

  • Templates were created in those locations

  • The team had to manually copy templates to the remaining accounts

Now:

  • The agency can create templates directly in each client’s location

  • No duplication is required

  • Everything is built where it belongs

This results in a smoother, faster, and more organized workflow.


Why This Update Matters

This is more than just a feature update—it’s a shift toward agency-first efficiency.

By removing unnecessary limitations while preserving existing controls, this enhancement solves a real operational pain point.

It helps agencies:

  • Work faster

  • Stay organized

  • Reduce manual effort

  • Scale without friction

In a competitive environment where speed and efficiency matter, these improvements can make a significant difference.


Built for the Way Agencies Work

Modern agencies don’t operate in silos—they manage multiple clients, multiple campaigns, and multiple workflows simultaneously.

This update aligns Email AI with that reality.

It empowers agency teams to:

  • Build smarter systems

  • Operate more efficiently

  • Deliver better results for clients

All without being slowed down by technical limitations.

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