Skip to main content

Agency Portal Overview

The Agency Portal is a dedicated workspace for agencies that manage multiple client companies. Instead of juggling separate accounts for each client, you get a single dashboard where you can create, configure, and oversee all of your client companies under your own brand.

Whether you run a marketing agency, a consulting firm, or a service provider, the Agency Portal gives you the tools to deliver Knock Knock App to your clients as if it were your own product.

Who Is It For?​

The Agency Portal is designed for businesses that serve other businesses. If you manage websites, marketing, or customer engagement for multiple clients, this is where you control everything.

Agency Roles​

There are two roles inside the Agency Portal:

RoleDescription
Agency OwnerThe person who created the agency account. You have full access to every setting, client company, billing detail, and branding option. You are the top-level administrator.
Agency StaffTeam members you invite to help manage your agency. Each staff member receives specific permissions that you control, so they only see and do what you allow.
tip

You can adjust staff permissions at any time, and changes take effect immediately. See Staff Management for details.

Key Capabilities​

Here is what you can do from the Agency Portal:

  • Self-Serve Setup — Sign up as an agency yourself and work through a setup checklist. See Agency Portal Setup.
  • Client Management — Create client companies, invite them, fund their wallets, and log in as the client owner when you need to provide hands-on support. See Managing Companies.
  • Client Access Controls — Choose, per client, which settings sections and pages they see in their portal, and set up hidden sections for them. See Client Access.
  • Pause and Resume — Switch a client off (for example over an unpaid invoice) without cancelling their subscription or losing their setup. See Pausing a Client.
  • White-Label Branding — Customize the platform with your own brand name, logo, colors, and domain so your clients see your brand, not Knock Knock App. See White-Label Branding.
  • Custom Packages — Build your own plans with custom features, limits, and pricing to offer your clients. See Packages.
  • Staff Permissions — Invite team members and assign granular permissions so each person has access only to what they need. See Staff Management.
  • Subscription and Wallet — Manage your agency subscription, add-ons, and the agency wallet that funds your clients. See Subscriptions.
  • Client Payments — Charge clients for their packages through your own Stripe account, run a public signup page, and offer free-trial clients. See Charging Your Clients.
  • Demo Playgrounds — Share no-login demos of your branded AI assistant with prospects. See Playground.
  • Implementation Partners Listing — Publish your agency on the public Implementation Partners directory. See White-Label Branding.
  • LeadConnector Integration — Connect your LeadConnector (formerly shown as GoHighLevel) agency account and create client companies directly from your LeadConnector sub-accounts. See LeadConnector for Agencies.

When you log in as an Agency Owner or Agency Staff member, the agency sidebar is grouped like the client portal's:

  • Dashboard — Your agency overview and setup options.
  • Clients — All Clients (the list of client companies you manage), Add Client, Add Client (GHL) (once LeadConnector is connected), and Client Invitations (when enabled for your agency).
  • Sell — Packages & Allocations, Playground, and Shareable Playgrounds.
  • Billing — Subscription (plan, add-ons, wallet, and billing) and Phone Numbers.
  • Staff Members — Your agency team and their permissions (agency owner only).
  • Settings — Agency (branding and preferences), Partner Listing, White Label, Platform APIs (see Platform API), Signup Page and Payments (owner only — see Charging Your Clients), and your Profile.

At the bottom of the sidebar, Portal setup with a done count (until every setup step is done) and your Wallet balance (amber when it's low; click to top up) sit above your name. Click your name for the profile menu: Switch to the selected client company, Appearance (Light, Dark, or System), and Logout. You can collapse the sidebar with the arrow on its edge; your choice is remembered, and it collapses on its own on narrow screens.

note

Agency Staff members see only the sections their permissions allow.

Next Steps​

New agency? Start with Agency Portal Setup, then head over to the Agency Dashboard.