Reporting

Client portal

If you run outbound for other people, the portal is how they see the work without you building a report every Friday.

What a client sees

The calls made for them, the recordings, the outcomes, the reporting and the accounts being worked. Read only, always: a client can look at everything and change nothing.

What it is for

For an agency the recording is the trust product. A client who can hear the work being done stops asking whether it is being done, and the monthly renewal conversation becomes a different one. It also ends the weekly screenshot-and-spreadsheet ritual that most agencies run on.

Client accounts are free

The portal lives on Pro, where users are unlimited, so give a login to everyone on the client's side who wants one rather than sharing a password.

Clients who work across several workspaces

A client with two brands, or a team lead watching two floors, gets one login with a workspace switcher rather than two sets of credentials.