A client reporting portal that shows the work behind the report
The agent drafts each client's report from verified results and the runs it performed. Your team reviews and publishes it, and the client sees that report with its supporting evidence in their own portal. Drafts and other clients' work stay out of view.
7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.
Workflow
Draft, review, publish
Agent drafts
LiveTeam reviews
LiveClient reads
LiveVisibility
Exactly what a client can see
Access is enforced by the server on every request, based on the client's current role.
| Item | Client sees it? | Notes |
|---|---|---|
| Published reports for their client | Visible | Hidden from other clients |
| Run evidence linked to those reports | Visible | Screenshots and findings from the linked runs |
| Report drafts | Hidden | Only your team sees drafts until someone publishes |
| Runs not linked to their client | Hidden | Including internal and clientless work |
| Performance agreements and statements | Visible | For their own client; currently test mode |
Why evidence matters
Reports a client can check
- Reports can reference the browser runs, screenshots and URLs behind each finding.
- Results come from verified records, and the report says so when there are none.
- Client admins and viewers have separate roles, and staff can be restricted to specific clients.
- Published images are served only to members of that client with permission to read reports.
Not included yet
- White-label portal branding or a custom domain.
- Client-side review management or request approval.
- Live ad-platform dashboards inside the portal.
FAQ
Client portal questions
How do clients get into the portal?
You create a single-use invitation for a client admin or client viewer. They sign in with a Versabot account and accept the invitation, and from then on the portal shows only their client's published work.
Who writes the reports?
The agent drafts them, either when you ask in a thread or on a schedule, using the client's verified results and run evidence. A person on your team reviews the draft and decides when to publish it.
Can I brand the portal as my agency?
Not yet. The portal runs on Versabot's domain and branding. White-label branding and resale are not available.
Does removing someone's access take effect right away?
Yes. Access is checked against current membership on every request, so a removed client viewer or staff member loses access to reports and evidence immediately.
Publish your next client report with the evidence attached.
Connect what you already use, ask for the work in plain language, and approve what leaves the building.
7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.