Setup checklist
Five steps from sign-up to your first branded client, with progress.
Agency dashboard
Every client, one dashboard
Add a client, connect their provider, brand the portal and invite them, with a setup checklist that shows what is left.
- 14-day free trial
- No card needed
Works with
Spend your time on agents, not on admin
Every client lives in one agency login, whichever provider they use. The setup checklist takes you from sign-up to your first branded client.
Connect a client in one guided wizard
Paste the client's ElevenLabs, Retell AI or Vapi key, pick the agents and numbers to report on, and review.
- The API key is checked before you continue
- Choose which agents and numbers to show
- Country, currency and time zone per client
See exactly what each client sees
Switch between clients in one click, and use View as client to see their portal exactly as they will.
- Recent clients on the overview
- Switch clients from the breadcrumb or quick search
- View as client, read only and logged
Your team and your clients, each with the right access
Invite your team, and give each client logins to their own workspace only. Settings and keys stay with you.
- Owner, admin and client roles
- Client logins for one or more workspaces
- Everyone signs in with a one-time code
More for your agency
Quick actions
Add a workspace, add a client user or invite a team member from the overview.
Quick search
Press Ctrl or Cmd and K to jump to any client or page.
Rotate API keys
Update a client's provider key when it changes.
Call deletion log
Remove a call when a client asks, with a record of who did it.
Light and dark themes
Each user picks light, dark or their system setting.
Questions agencies ask
How do I add a new client?
Start the add a client wizard from your agency dashboard. It takes six guided steps: connect the client's ElevenLabs, Retell AI or Vapi account with their API key (checked as you add it), choose the agents and numbers to report on, set the country, currency and time zone, set the staff cost used for staff time handled, choose outbound settings, then review and create.
Can my team help manage clients?
Yes. Invite team members as admins. Admins can manage client workspaces, client users and client billing, and see your platform subscription. The account owner can do everything, including settings, the Stripe connection and plan changes.
Each team member uses one of your plan's team seats, and the owner counts as one.
How do clients get access?
You create a client login for each person and choose which workspaces they can see. They get a welcome email, from your own address if you have set up branded email, and they sign in with a one-time code sent to their inbox. There are no passwords to manage.
Each login uses one of your plan's client logins.
Can different clients use different providers?
Yes. Each client workspace connects to one provider account, so one client can be on Retell AI, another on Vapi and another on ElevenLabs, all in the same agency login.
A workspace stays with the provider it was set up with, and you can update its API key at any time.