Client Portal

The client portal is a white-labeled interface that your clients use to manage their voice AI. Instead of sharing your agency dashboard, each client gets their own scoped view — showing only their agents, calls, and analytics.

Growth plan required

What Clients See

The portal mirrors the structure of your agency dashboard but is scoped to each client’s data. Depending on the permissions you assign, clients can:

View and manage their agents
Browse call history and listen to recordings
Check analytics and performance metrics
Manage billing and payment methods
View and configure integrations

Client portal dashboard showing agent cards and recent calls

Accessing the Portal

Clients access the portal through your branded URL. There are two options:

Default Subdomain

Every agency gets a default portal URL at https://app.buildvoiceai.com/portal/{your-agency-slug}. This works immediately with no configuration needed.

Custom Domain

For a fully branded experience, connect your own domain (e.g., app.youragency.com) so clients never see the BuildVoiceAI URL. Configure this in Settings → Branding → Custom Domain.

💡

A custom domain reinforces your brand. Clients see your logo, colors, and domain throughout the experience.

Branding

The portal inherits branding from your agency settings. Everything your clients see reflects your brand:

Logo — Displayed in the portal header and login page.
Brand colors — Applied to buttons, links, and accent elements.
Agency name — Shown in the page title and footer.

Configure branding in Settings → Branding.

Portal login page with custom agency branding

Inviting Clients

To give a client access to the portal:

Navigate to Clients in the sidebar
Select or create a client
Click Invite to Portal
Enter the client’s email address
Select the permissions to grant
Click Send Invitation

The client receives an email with a link to set their password and log in.

Clients can only see data associated with their account. There is no way for one client to access another client’s agents, calls, or analytics.

Permissions

Permissions control exactly what each client can do in the portal. You can assign permissions at the time of invitation or update them later. The available permissions are covered in detail on each portal feature page:

Permission	What It Controls
`view_agents`	See assigned agents
`edit_agents`	Modify agent settings
`view_calls`	Browse call history
`view_call_details`	Access transcripts and recordings
`view_analytics`	See analytics dashboard
`manage_billing`	View invoices and update payment
`view_integrations`	See connected integrations
`manage_integrations`	Connect or disconnect integrations

⚠️

Be intentional with permissions. Granting edit_agents allows clients to change agent prompts, voices, and settings, which may affect call quality.

Next Steps

Portal Agents — How clients manage agents
Portal Calls — Client call history view
Portal Analytics — Scoped analytics for clients
Portal Billing — Client billing management
Portal Integrations — Integration settings in the portal