Client Portal for Automation
Professional client access. No shared logins. No confusion.
Urgentive provides a white-label client portal designed specifically for automation builders and agencies. Give clients a branded interface to trigger runs, monitor usage, and download outcome reports — without exposing raw credentials or third-party tool UIs. Free for now, as users just need to plug in their API key and manage cost themself, free here means no subscription, but just for the first now as initial launch.
Client access is the weak link in automation delivery
When builders give clients access to automation, they often do so by sharing accounts or copying ad-hoc dashboards. That leads to confusion, security issues, support burden, and invisible value. A proper client portal is necessary to present the automation as a product and protect the builder's operations.
Shared logins and confusion
Sharing raw tool logins forces clients into unfamiliar interfaces and creates support demand when something breaks.
Lack of visibility into outcomes
Clients rarely see what the automation actually delivered. Without clear reporting, perceived value falls and churn rises.
No isolation or billing controls
Clients running automations directly can cause usage spikes; without isolation and billing controls the builder carries the risk.
A white-label client portal built for automation services
Urgentive's client portal turns invisible automation into a visible product for clients. It removes credential sharing, adds clear usage dashboards, integrates billing, and delivers scheduled reports — all under the builder's brand.
Branded client dashboard
Each client receives a branded portal where they can trigger runs, view their usage, and download outputs.
→ A clean, branded interface reduces support friction and presents the service as a professional product.
Trigger runs and manual controls
Clients can manually trigger workflow runs when applicable, within the limits you set.
→ Clients retain control while builders maintain governance through caps and permissions.
Usage visibility and alerts
Clients and builders can see execution counts and receive alerts when usage approaches set limits.
→ Transparency prevents surprises and helps manage expectations around consumption-based pricing.
Automated client reporting
Scheduled branded reports summarize runs and outcomes, making delivered value explicit to clients.
→ Reports turn background automation into visible results, which supports retention and upselling.
No raw credential exposure
Clients never receive underlying API keys or direct access to the third-party workflow editor.
→ Reduces security risks and preserves the builder's control over integrations and costs.
Custom invitations and email templates
Invite clients via branded emails for onboarding, invoices, and usage alerts.
→ Consistent communication improves client experience and reduces onboarding friction.
Deliver automation through a client portal in four steps
The client portal flow is designed for speed and repeatability so builders can scale client access without increasing overhead.
Create a product from your workflow
Import an existing workflow or wrap a described automation into a product that can be assigned to clients.
⏱ 2–5 minutes
Configure the client portal
Set branding, invite templates, and reporting cadence. Define what clients can trigger and which metrics they can view.
⏱ 3–6 minutes
Invite clients and assign tiers
Send branded invitations, choose a pricing tier and run caps per client, and enable Stripe payments to collect fees.
⏱ 2–4 minutes
Monitor and report
Use the builder dashboard to track MRR, executions, overdue payments and to push scheduled reports to clients.
⏱ Continuous
Benefits of a purpose-built client portal for automation
Specific operational advantages that improve client experience, protect builder margins, and scale service delivery.
Reduced support overhead
A simple, branded client interface cuts down support tickets related to confusing third-party tool UIs.
Fewer ad-hoc support interactions
Clear value communication
Automated reports make outcomes visible, which helps justify recurring fees and supports renewal conversations.
Scheduled outcome reports
Controlled usage
Run caps and usage alerts protect builders from unexpected cost spikes and tie consumption to pricing tiers.
Per-client caps
Professional onboarding
Branded invitations and guided setup create a consistent, professional first impression for clients.
Custom onboarding emails
Security and isolation
Clients are isolated from underlying systems and never receive raw API credentials, reducing risk.
No credential sharing
Scalable client provisioning
Invite and assign clients in minutes so adding client number 50 feels the same as adding client number 1.
Repeatable provisioning flow
How a client portal changes client delivery
Compare the typical chaotic client handoff to a structured portal-based delivery model.
Before
- ✗ Share tool logins or export instructions
- ✗ Clients use third-party UIs
- ✗ No centralised usage view
- ✗ Manual reporting and invoicing
- ✗ High support burden
- ✗ Unpredictable API costs
After
- ✓ Clients use a branded portal
- ✓ Clients trigger runs within set permissions
- ✓ Shared visibility on usage and alerts
- ✓ Automated branded reports and Stripe billing
- ✓ Lower ongoing support
- ✓ Controlled, tiered consumption
Frequently Asked Questions
What functionality does a client portal for automation provide?
A client portal provides a branded interface where clients can trigger workflow runs when allowed, monitor their usage against caps, and download scheduled reports summarising outcomes. It removes the need to share raw credentials and centralises client interactions around a productised experience.
Can clients trigger runs from the portal?
Yes. The portal supports manual run triggers where applicable, subject to permissions and run caps configured by the builder. This gives clients control while protecting the builder with enforced limits.
How does the portal prevent clients from accessing my API keys?
Clients interact with a white-label interface that proxies requests through the platform. Underlying API keys and third-party tool access remain under the builder's control; no raw credentials are shared with clients.
Are client reports automated?
Yes. The platform can auto-generate weekly or monthly branded reports highlighting runs completed and a simple summary of outcomes so clients can see the value delivered without manual reporting from the builder.
Can I set different permissions per client in the portal?
Builders can assign product tiers and permissions per client, including what clients can view, whether they can trigger runs, and the run caps applied for each billing cycle.
Does the portal integrate with payment processors?
The platform integrates with Stripe to support recurring billing as well as usage-based and tiered pricing models. Builders configure pricing and Stripe handles payment collection.
Will my clients see Urgentive branding in the portal?
No. Client portals are white-labelled so the client's experience shows the builder's brand, domain, and messaging rather than the platform provider.
What does 'free for now' mean for using the client portal?
Free for now refers to the initial launch period where users can access the platform without a subscription fee, provided they supply their own API keys and manage any associated API costs. This reflects an introductory offer during initial rollout.
Deliver automation with clarity and control
Provide clients with a branded portal that protects your integrations, clarifies delivered outcomes, and supports recurring billing. Free for now, as users just need to plug in their API key and manage cost themself, free here means no subscription, but just for the first now as initial launch.
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