Client portal

A portal your clients can check any time

Each client gets their own branded portal with every conversation, recording, transcript and outcome, plus the staff time their AI covered.

  • 14-day free trial
  • No card needed
Example of a client's branded portal. A call to Kestrel Dental Studio's AI agent appears in the dashboard with its recording, transcript and outcome, and the totals update. Caller booked a check-up for Tuesday at 10:30. Example data.

Answer the question every client asks

What did the AI do this week? Your client opens their portal and sees it: every conversation, what it was about and how it ended, without waiting for a report from you.

A dashboard that shows the work

Conversations handled, resolved and answered after hours, plus the staff time covered, over 7, 14 or 30 days.

  • Daily conversations chart and outcomes
  • A heatmap of when customers reach out
  • Recent conversations, one click from the dashboard
Example client dashboard for a dental clinic: 1,284 conversations handled in 30 days, 92% resolved, 318 answered after hours and 56 hours of staff time handled, with call outcomes, the times customers reach out and recent conversations. Example data.

Every call and chat in one list

Search and filter every conversation, then play the recording, read the transcript and see the outcome.

  • Play and download recordings
  • Search, copy or download the transcript
  • Summary and outcome for each conversation
See conversations
Example Conversations page, with phone calls, web chats, WhatsApp and SMS conversations from one client labelled by channel: totals, staff time handled, success rate and peak hours, then every conversation with its date, channel, length and agent. Example data.

Works on their phone

The portal fits a phone screen, so clients can check what happened between meetings without opening a laptop.

  • The same dashboard and conversations at phone width
  • Sign in with a one-time code from their inbox
Example client portal on a phone: 1,284 conversations handled in 30 days, the daily chart, key numbers and recent calls. Example data.

More in the client portal

Agent performance

Conversations, success rate, after-hours answers and last active, for each agent.

Numbers

Every number, the agent that answers it and how busy it is.

Staff time handled

The hours of front-desk work the AI covered, counted from resolved conversations only.

Only their own data

Clients see the workspaces you assign them, and nothing else.

Questions agencies ask

What do my clients see?

Their own workspace and nothing else: a dashboard of what their AI handled, every conversation with its recording, transcript, summary and outcome, their agents and numbers, analytics and the staff time their AI handled.

With white label, they see it all under your logo, colours and subdomain. Clients can view their data; settings and API keys stay with your team.

Can clients check their portal on a phone?

Yes. The client portal works at phone width, so your clients can check conversations, play recordings and read transcripts in their phone's browser.

Do clients see which provider I use or what it costs?

Your clients see your brand. Conversation pages in the client portal show neither the provider's name nor what the call cost. Your provider account and your provider bill stay between you and your provider.

Can clients download recordings and transcripts?

Yes. On each conversation, clients can play and download the recording, and search, copy or download the transcript as a text file.

Where does call data live?

Inbound call recordings and transcripts stay in your client's ElevenLabs, Retell AI or Vapi account. The portal reads them from the provider when someone opens a page and does not keep a copy.

Outbound campaign records are stored in Voice AI Portal so you can track each campaign. Provider API keys are encrypted with AES-256-GCM, and row level security keeps each agency's data apart.

Give your next client a portal with your name on it

Connect a client in one guided setup, brand the portal and invite them to sign in.