Client Workspaces
Create and govern client tenants with branding, domains, roles, status, onboarding, and configuration inheritance.
Loading workspace
Preparing your dashboard, navigation, and live tenant data.
For agencies
Scale client growth without scaling operational complexity.
Run isolated client workspaces, white-label experiences, provider connections, approvals, usage, subscriptions, and reporting from one agency control plane.
What you can achieve
A clearer path from intent to measurable impact.
- Secure client-by-client tenant isolation
- Reusable campaign, automation, and AI playbooks
- Consolidated revenue, usage, health, and performance reporting
- Manage agencies, client workspaces, users, providers, entitlements, and support
- One control plane
- Reuse operating knowledge without sharing credentials, data, audiences, or commercial context
- Client-safe scale
- Deliver a consistent white-label experience across domains, themes, communication, and reporting
- Your brand
Explore what is possible
Operate every client with consistency, visibility, and clear boundaries
Standardize the work your agency does best while preserving the isolation, approvals, commercial flexibility, and reporting each client relationship requires.
White Label
Apply custom logos, themes, login readiness, domains, email identity, and tenant-specific presentation.
Agency Reporting
Filter dashboards by agency or tenant while preserving each account’s currency and operating context.
Reusable Playbooks
Standardize campaigns, workflows, prompts, journeys, and approvals without sharing client data.
Client Billing
Control plans, entitlements, usage, invoices, add-ons, overages, and payment recovery per workspace.
Provider Governance
Monitor credentials, sandbox/live status, errors, retries, spend limits, and webhooks across clients.
A clear path to value
Move from setup to measurable impact.
- 1
Create the client operating model
Provision the workspace, brand, domain, users, plan, entitlements, currency, providers, and approval ownership.
- 2
Apply proven playbooks
Deploy reusable campaigns, journeys, workflows, prompts, dashboards, and governance rules with client-specific configuration.
- 3
Prove and expand value
Report performance, revenue, usage, AI actions, provider health, and next opportunities at client and portfolio level.
Ready to move forward?
Grow your client portfolio without multiplying tools, blind spots, or operational overhead.
Start with one workflow, prove the outcome, and expand across teams and channels with governance built in.