Client Portal
A read-only home for external clients that shows campaign results and an AI Account Manager chat, without exposing the rest of your workspace.
The Client Portal is what a person with the Client role sees when they sign in to your workspace. It is built for agencies and partners who want a client to follow results without giving them the tools, settings, or credits behind those results.
Clients cannot create or change anything in your workspace. If a client tries to open a page they are not allowed to see, they are sent back to the Client Portal.
Who it is for
Give the Client role to people outside your team who need visibility, not control: the business you run campaigns for, a stakeholder who wants numbers, or anyone who should never touch settings or billing.
Owners, admins, and members keep the normal sidebar. Clients get a reduced sidebar with Client Portal at the top, plus the few pages listed under What a client can open.
What a client sees on sign-in
The portal opens with a greeting ("Good morning, Sam") and the line Here's your business performance overview, followed by:
- Performance stats for the last 30 days, each compared with the previous month.
- The AI Account Manager chat.
- Two help cards: What I Can Help With and Sample Questions.
The stats
Eight cards show cold email results for the workspace over the last 30 days. Each card shows the current value and the change from last month, with a green up arrow or red down arrow.
| Card | What it counts |
|---|---|
| Cash Collected | Revenue from won CRM deals closed in the period |
| Contacted Leads | Leads newly contacted by active campaigns |
| Positive Replies | Interested replies from active campaigns |
| Booked Calls | Meeting-booked events recorded for active campaigns |
| Positive Reply Rate | Positive Replies divided by Contacted Leads |
| Booked Call Rate | Booked Calls divided by Positive Replies |
| Sales Calls Taken | Sales calls completed in the period |
| Close Rate | The percentage of sales calls that turned into closed deals |
These are the same numbers your team sees on the Dashboard for the cold email channel. If the cards show Failed to load dashboard data, click Retry.
The AI Account Manager
The chat is the client's way to ask about their account in plain language. The placeholder reads Ask me about your projects, results, or strategic recommendations....
The AI answers using the workspace's data, and the help card lists what it covers:
- Project Status Updates: progress and milestones.
- Results & Next Steps: outcomes and recommended actions.
- Strategic Consultation: advice on marketing, sales, and growth.
Sample questions shown next to the chat: What's the current status of my project?, What results have we achieved so far?, What are the recommended next steps?, and Can you provide marketing strategy advice?
Conversations are saved. New Chat starts a fresh conversation, and the history button reopens an earlier one.
What a client can open
| Area | Available to a client? |
|---|---|
| Client Portal | Yes |
| Dashboard | Yes |
| CRM | Yes, unless CRM is turned off for the workspace |
| Cold Email Agent and AI SDR | Only when your partner has enabled them for client access. Clients can open campaigns but not the setup, new campaign, or email accounts pages. |
| Every other tool (Niche Researcher, Ads, Website Builder, Sales Call Analyzer, and so on) | No |
| Workspace settings, Members, Billing | No |
| Personal settings (Profile, Appearance, Security, Availability, Email & Calendar, Conferencing) | Yes |
Clients also do not see the credit balance, the search bar, or the Ask AI button that team members have in the sidebar.
Owners and admins can preview it
Owners and admins can open the Client Portal page from their own account to see exactly what a client will see. The URL is your workspace address followed by /client-portal.
Inviting a client
Only Owners and Admins can invite people.
- Go to Settings → Members and find the Invite Member card.
- Enter one email address, or several separated by commas.
- Set Access to Client ("View-only access to reports and AI Account Manager").
- Click Send Invite (the button reads Send invites when you entered more than one address).
See Managing Members for the full flow.