What will my clients see in their portal?
Your clients log in to a portal branded as your agency and see only their own data. They get a Dashboard of call and chat results, searchable Call Logs and Chat Logs, a Reports section, a Settings area, and a CSV Export. Internal-only details — AI quality scores, gap analysis, and agent configuration — are hidden, so the portal stays client-friendly.
Before you start: an enabled portal with an invited client (see How do I invite a client to their portal?).
What's in the client portal
| Area | What the client sees |
|---|---|
| Dashboard | Headline results — customer calls, how many the AI handled without a human, after-hours calls answered, and an Estimated value card. Chat metrics too, if they have a chat agent. |
| Call Logs | Their calls with filters (call type, duration, outcome) and a Results Breakdown; they can open a call to see the recording, transcript, and summary. |
| Chat Logs | Their conversations across channels. |
| Reports | Call performance, transfer analysis, and business-hours breakdowns by location. |
| Settings | Profile and password, business hours, and ROI assumptions (labor cost, ticket value) for admins. |
| Export | Download call data as a CSV for a date range and location. |
What's hidden from clients
To keep the portal white-label and client-appropriate, the client view hides internal QA columns — the AI Score, the gaps chips, and the actions chips — and it never references SuperLedger or your CRM. Recording restore is labeled neutrally as Restore.
What happens next
Everything updates automatically as new calls and chats arrive. Portal admins (your client's own admins) can invite their teammates and adjust their ROI assumptions; viewers are read-only.
How it works
The portal reads only the locations you assigned to it and only the client-safe fields, so there's no way for a client to reach another client's data or your internal tooling. You control the dollar values behind the Estimated value card via ROI Values.