What the agent can do
Manage contacts
Read and update subscribers in your groups.
Work with groups
See and organize your mailing lists.
Read campaigns
Pull campaign details and send data.
Check results
Review open, click, and bounce stats.
Example agent tasks
What you share
During the connect flow you authorize what the agent can reach. It works only within what you grant. As with every connection, the underlying token is handled securely and never exposed to the model. See Permissioning.Connecting
1
Authorize CleverReach for the agent
From the agent’s connections, choose CleverReach and sign in.
2
Approve the access
Confirm what the agent can reach. You can change this later.
3
The agent gets to work
It works through the secure proxy, within what you granted.
Learn more
CleverReach developer docs
The full reference for what’s possible.
How credentials stay safe
The proxy model that keeps tokens out of the agent’s reach.