Client Portal Overview
What your clients see when they log into their portal — call history, performance stats, and agent settings.
What Is the Client Portal?
The Client Portal is a dedicated dashboard where your clients can log in and see how their AI agent is performing. They get visibility into call history, analytics, agent settings, and billing — without ever seeing your agency's internal operations, margins, or other clients.
Think of it as the "customer-facing side" of your agency. It's what makes your service feel professional, transparent, and trustworthy — because your clients can see exactly what they're getting.
White-Label Branding
The Client Portal is fully white-labeled to your agency's brand. When your client logs in, they see your logo, your colors, and your agency name — not ours. The platform is completely invisible to them.
| Branding Element | Where It Appears |
|---|---|
| Agency Logo | Portal header, login page, emails |
| Brand Colors | Buttons, links, accents throughout the portal |
| Agency Name | Portal title, email sender name, browser tab |
| Custom Domain | The portal URL itself (e.g., portal.youragency.com) |
| Email Theme | Light or dark email template with your logo and colors |
| Favicon | Browser tab icon matches your brand |
Note: Your clients never see your costs, margins, or Agent Fuel balance. The billing section in their portal shows only what you choose to show — typically their subscription with your agency, not the underlying platform costs. Your profitability stays completely private.
What Clients CAN See
Here's everything available to your clients when they log into their portal:
The dashboard is the first thing clients see when they log in. It shows a high-level snapshot of their agent's performance:
- Total calls this month and trend compared to last month
- Average call duration — how long callers are engaging with the agent
- Booking rate — percentage of calls that resulted in a scheduled appointment
- Recent calls — a quick list of the last 5–10 calls with caller ID, time, and duration
- Agent status — whether the agent is active, paused, or has an issue
Clients can view and edit certain parts of their agent's configuration:
- Business information — name, address, hours, services
- Greeting message — the opening message their agent uses
- FAQs — add, edit, or remove frequently asked questions
- Knowledge base — upload documents the agent can reference during calls
Clients cannot change the system prompt, voice selection, or core agent behavior — those are agency-level settings that only you control.
A complete log of every call the agent has handled:
- Call list — sortable by date, duration, caller number, and status
- Call detail slideout — click any call to see the full transcript, audio recording, quality score, caller sentiment, and any actions taken (like bookings)
- Filters — narrow by date range, call type, or status
Performance charts and metrics over time:
- Call volume trends — daily and weekly call patterns
- Peak hours — when callers are most active
- Call outcomes — how calls end (booking, message, transfer, hangup)
- Average quality scores — AI-generated quality assessment of each call
If you've configured client billing, clients can see:
- Current plan — the subscription you've set up for them
- Invoices — past invoices and payment history
- Payment method — manage their card on file
This section is only visible if you've enabled platform billing for this client. If you bill externally (through your own invoicing), you can hide this tab entirely.
Note: The billing tab in the Client Portal is only visible when your agency has platform billing enabled for that client via Stripe Connect. If you handle client billing externally (through your own invoicing system), your clients won’t see a billing tab — they’ll only see their agent’s performance data, call history, and settings.
What Clients CANNOT See
Just as important as what's visible is what's hidden. Your clients have no access to:
| Hidden From Clients | Why It Matters |
|---|---|
| Agent Fuel balance | Your credit costs are your business, not theirs |
| Per-minute costs | They don't see what each call costs you in Agent Fuel credits |
| Other clients | Complete data isolation — no client can see another client's data |
| System prompt | The core instructions are agency-controlled; clients edit only business info and FAQs |
| Agency settings | No access to your team, integrations, or platform configuration |
| Template library | Templates are an agency tool, not a client tool |
| Voice selection | You choose the voice; clients don't need to know the options |
Tip: The Client Portal is your biggest differentiator from DIY solutions. When a business owner can log in, see their last 50 calls, listen to recordings, and check booking stats — that's a level of transparency that justifies premium pricing. Make sure every client knows their portal exists and how to access it.
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