Connecting Client Accounts On SalesMind AI: The 3 Options

Overview

SalesMind AI gives agencies three ways to connect client LinkedIn accounts. Each option balances a different mix of client involvement, agency control, and branding. Pick the one that fits your workflow.

👉 Note: All three options require a LinkedIn account to be connected before campaigns can run. The difference is who does the connecting and how.

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Option 1: Client-Assisted Connection

The fastest way to get a client live. The client installs the SalesMind AI Chrome extension themselves and connects their own LinkedIn account.

Prerequisites: The client needs access to their LinkedIn account and a Chrome browser.

Steps

1. Create or select an Agent in SalesMind AI for this client.

2. Invite the client as a Member of the Agent:
   • Go to your Agent and open the Members tab.
   • Click Add Member.
   • Enter the client's email address.
   • Choose their role: Admin (can delete lists, accounts, and campaigns) or Member (standard permissions, no delete).
   • Click Add Member to confirm. They'll receive an email invitation.

3. Ask the client to log in to LinkedIn on Chrome, then install the SalesMind AI Chrome extension. See the "How to Install the SalesMind AI Chrome Extension" article for details.

4. The client opens the extension and logs in. SalesMind AI retrieves their LinkedIn session cookie (including Sales Navigator if available), which lets the platform act on their behalf.

5. The client adds their LinkedIn account as a new sender in the Agent:
   • Go to the Agents tab.
   • Click Add new sender.
   • Click Connect.

Expected result: Connection complete. The whole process takes under 10 minutes.

💡 Tip: Because the client has platform access, they can re-authenticate themselves if the session expires. Less work for you.

Best for: Clients who want visibility into their campaigns and are happy to be involved in setup.

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Option 2: Brandless Connection (Agency-Only)

The client never touches SalesMind AI. They install a neutral Chrome extension, copy a JSON snippet, and send it to you. You paste it in and the account is connected.

Steps

1. Create a new Agent in SalesMind AI for this client.

2. Ask the client to install the brandless Chrome extension. It has no SalesMind AI branding.

3. The client opens the extension and copies the integration JSON data, then sends it to you.

4. In SalesMind AI, go to Add New Sender > Via JSON and paste the data.

Optional: Connect via Proxy

If you want to route activity through a consistent IP address for account security, you can add a proxy during sender setup:

1. Go to the Agents tab and click Add new sender.
2. Click the platform icon.

3. Fill in the required fields, then scroll to the Network section.
4. Enter your Proxy Host, Proxy Port, Proxy User, and Proxy Password.

⚠️ Warning: If the client's LinkedIn session expires, they'll need to send you a fresh JSON. Plan for periodic re-authentication.

Best for: Agencies running campaigns independently, where the client doesn't need (or want) platform access.

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Option 3: White-Label Setup

Your agency offers SalesMind AI under your own brand. The underlying connection method is the same as Options 1 or 2, but the client sees your branding throughout.

Steps

1. Decide whether the client will have direct access or not.
2. With client access: Invite them to your white-labeled platform. They follow the same steps as Option 1.
3. Without client access: Use the brandless extension method from Option 2, under your agency's branding.

💡 Tip: White-label is available as a separate plan. Contact the SalesMind AI team to get set up.

Best for: Agencies building a branded LinkedIn automation service for their clients.

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Quick Comparison

Option	Client Sees SalesMind AI?	Client Access	Best For
Option 1: Client-Assisted	Yes	Full	Collaborative onboarding, trials
Option 2: Brandless	No	None	Agency-managed campaigns
Option 3: White-Label	Your brand	Optional	Branded agency service

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What's Next

• Set up your first campaign in the Agent. See the "What is an Agent in SalesMind AI" article for details.
• If you're managing multiple clients, see the Reseller Partnership Guide for agency workflow tips.