White Label Client Portal for Agencies
White Label Client Portal for Agencies is a client portal where each agency client signs in under their own brand color to approve work, send requests and read reports. It replaces the email threads of files and feedback. Clients also see their invoices. An AI assistant answers client questions. Clone it free and start with sample data.
White Label Client Portal for Agencies is a Taskade app kit built from one prompt: 7 projects that remember, 3 AI agents that think, and 4 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 7 projects, 3 AI agents, 4 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Desk, Help and Agency Client Portal Guide. Its automations include Urgent request: email me at once, First of the month: draft every client report and Changes asked: write the change list.
by @taskade
What you can do with White Label Client Portal for Agencies
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How White Label Client Portal for Agencies works
- Urgent request: email me at once: when a request is added, then Read the request and Find the "Alert email" setting.
- First of the month: draft every client report: when On the 1st at 7:00 AM, then Find the "Alert email" setting and Read the "Alert email" setting.
- Changes asked: write the change list: when a client asks for changes, then Read the deliverable and Ask Desk for a change list.
Built with Taskade Genesis
- Category: Portals
- AI agents: Desk, Help, Agency Client Portal Guide
- Automations: Urgent request: email me at once, First of the month: draft every client report, Changes asked: write the change list
- Workspace: 7 projects, 3 AI agents, 4 automations