How to Add Branches to Your Sellify AI Account
Description:
Learn how to easily add and manage multiple Branches inside Sellify AI to support different locations, teams, or service areas.
Why Add Branches?
Sellify AI allows businesses to manage multiple Branches within a single organization account.
This feature is especially useful if your company operates:
Across different service areas
With distinct teams or departments
With different service offerings and billing schedules
Adding Branches provides greater flexibility, allowing you to:
Assign different billing methods per Branch
Launch localized campaigns tailored to specific audiences
Track performance by Branch for better reporting and insights
How to Add a Branch in Sellify AI
Follow these simple steps:
1. Log Into Sellify AI
Go to Sellify AI Login and sign into your account.
2. Navigate to the Branch Management Section
From your dashboard, click on your Branch Dropdown Menu (top nav bar).
Select Add Branch.
3. Click “Add Branch”
Click the Add Branch button.
A form will appear prompting you to enter new Branch details.
4. Enter Branch Information
Complete the required fields, including:
Branch Name (e.g., “Dallas Office” or “Southwest Team”)
Branch Support Phone Number
Time Zone
Then Click “Create Branch”
5. Set Branch Billing
Each Branch must have its own billing method.
After creating the Branch:
Navigate to Billing Settings.
Add a primary and (optional) backup payment method for the new Branch.
This ensures operational independence and financial tracking per location.
6. Save the Branch
Click Save once all information is entered.
Your new Branch will now appear in your Organization dashboard and be available when setting up campaigns.
Managing Branches
After adding a Branch, you can:
Launch separate campaigns by Branch
Customize conversation flows for specific regions
Assign users and permissions to specific Branches
Generate Branch-level performance reports
Branch management helps keep your marketing and sales operations organized, scalable, and localized.
Frequently Asked Questions
Q: How many Branches can I add?
A: There’s no hard limit. Sellify AI is built to scale with your business needs, whether you have two locations or two hundred.
Q: Can Branches have separate messaging campaigns?
A: Yes. Each Branch can run independent campaigns tailored to its service area or customer base.
Q: Is Branch billing separate from Organization billing?
A: Yes. Each Branch must have its own payment method on file for accurate billing and operational control.
