Add a new client in under an hour. Set their plan, watch their usage, raise the limit before it bites — from one screen above every account you carry. Your team runs the agency. We run the platform.
Twenty clients across spreadsheets and a shared inbox is the week most agency owners realize their AI service is about to collapse. This is the screen that keeps that week from happening.
Set each client's budget, caps, and feature access, watch their usage, and raise a limit before it bites — the control room above every client you carry under your brand.
It is the screen that sits above every client you carry. When a new client signs, you add them, pick a plan, and invite their admin — they sign in to their own portal under your brand. From your screen you watch usage across all of them, raise limits before they bite, and never touch a spreadsheet to do it.
A new client gets a working portal in under an hour. No engineering call required.
Every client account stays in their own space. They never see another client. You see all of them.
You see who is growing, who is at risk, and who is ready for an upgrade — from one place.
Spreadsheets for who has what plan. Notes on who is close to their limit. Three Slack channels per account. Most agencies hit this wall around client number ten and have to choose between hiring an ops person or losing the next deal.
One client paid for the cheap tier. Another paid for everything. They cannot see the same buttons, the same limits, or the same features — and you cannot rebuild that logic in your head every Monday morning.
You share access with your team without letting a junior account manager change the wrong client. The line between "see the dashboard" and "change the plan" has to be obvious, not buried in a permissions matrix.
The new-client flow is the same five steps every time. You stop reinventing it after the second client.
The plans you sell to your clients are yours to define. Set the limits, name the tiers, and choose which features unlock at which level. Match how you actually sell, not how we name internal tiers.
You and your senior team make changes. Your account managers watch every client and raise alerts. Neither role has to see or click through someone else's data to do their job.
Monday morning: glance at the dashboard. Who jumped in usage. Who slowed down. Who is near their limit.
When a new client signs: add them, pick their plan, invite their admin. Done before the next meeting.
When a client approaches their limit: have the upgrade conversation while it is still calm.
When a client churns: suspend, export their data, archive the account. Portfolio stays clean.
Green, yellow, or red — so you know which client to call before they call you.
Per-client volume and storage, plus a portfolio total. Visible on one screen, not seven tabs.
Clients trending toward their limit become next month's expansion conversation, not next month's overage.
Digital agencies productizing AI as a recurring monthly service alongside web and SEO.
Marketing and content agencies bundling AI chatbots into client retainers.
Consultancies and integrators that need each customer separated and accountable.
You and your owners decide who can change plans, change billing, and manage agency settings.
Your account managers can watch every client without the ability to break anything sensitive.
Your clients run their own portal. You never see their conversations; they never see your screen.
No. Most agencies start with one client, learn the operating pattern, and add the rest from there. If you are reading this you are probably exactly the right shape.
Yes — that is the whole point. The Trial / Basic / Pro you sell can be different limits than what AgentticAI calls a plan. Your tiers are yours to define, rename, and reprice.
Not unless you want them to. The portal sits under your domain, your logo, your colors. From their angle they are using your platform. We stay out of the way.
Tell us what you are trying to ship, and we will show you the pieces of the platform that get you there.